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iShares S&P 500 Growth ETF
IVW

Overview Fund Activity

1,132 hedge funds and large institutions have $22.4B invested in iShares S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 338 increasing their positions, 449 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+36
Holders Change %
+3.28%
% of All Funds
19.76%
Holding in Top 10
94
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.62%
% of All Funds
1.64%
New
86
Increased
338
Reduced
449
Closed
36
Calls
$13.6M
Puts
$2.32M
Net Calls
+$11.3M
Net Calls Change
+$7.28M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$126M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$59.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$54M
4
Ameriprise
Ameriprise
Minnesota
+$32.8M
5
Bank of America
Bank of America
North Carolina
+$24.9M

Top Sellers

1
FP
Financial Perspectives
Minnesota
-$389M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
3
Wells Fargo
Wells Fargo
California
-$61.2M
4
GL
Graypoint LLC
New York
-$59.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
601
RegentAtlantic Capital
New Jersey
$872K +$172K +2,364 +25%
MPM
602
Meritage Portfolio Management
Kansas
$871K +$1.31K +18 +0.2%
WAG
603
Winthrop Advisory Group
Massachusetts
$867K -$4.12M -35,336 -83%
NAM
604
NorthCoast Asset Management
Connecticut
$867K – – –
TI
605
Truepoint Inc
Ohio
$862K +$73 +1 +0%
MWM
606
McNaughton Wealth Management
California
$862K +$51.8K +712 +6%
SPIA
607
Strategic Point Investment Advisors
Rhode Island
$858K -$48K -660 -5%
SQA
608
Simon Quick Advisors
New Jersey
$858K +$128K +1,755 +17%
LL
609
LPWM LLC
Minnesota
$857K +$86.9K +1,165 +11%
LF
610
LifeSteps Financial
California
$856K +$19.4K +267 +2%
CW
611
CreativeOne Wealth
Kansas
$854K +$19.4K +266 +2%
GAM
612
Gemmer Asset Management
California
$854K +$303K +4,172 +55%
FWM
613
Focused Wealth Management
New York
$847K +$73 +1 +0%
FDCDDQ
614
Federation des caisses Desjardins du Quebec
Quebec, Canada
$846K – – –
TYCC
615
Texas Yale Capital Corp
Florida
$844K – – –
AA
616
Advisory Alpha
Michigan
$837K -$28.7K -395 -3%
Koshinski Asset Management
617
Koshinski Asset Management
Illinois
$832K -$218K -2,998 -21%
CGFA
618
Colton Groome Financial Advisors
North Carolina
$827K -$54.4K -748 -6%
JFG
619
JMG Financial Group
Illinois
$825K -$63.6K -875 -7%
MMHP
620
Murphy Middleton Hinkle & Parker
Georgia
$825K +$582 +8 +0.1%
WB
621
WesBanco Bank
West Virginia
$825K +$557K +7,665 +208%
FAM
622
Formidable Asset Management
Ohio
$814K +$281K +3,790 +53%
MA
623
Montag & Associates
Georgia
$813K – – –
FA
624
Fiducient Advisors
Illinois
$806K +$2.18K +30 +0.3%
CTA
625
Colonial Trust Advisors
South Carolina
$805K -$14.4K -198 -2%
23 24
25
26 27