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iShares S&P 500 Growth ETF
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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 %
FRA
626
Front Row Advisors
California
$799K -$22.8K -300 -3%
HCA
627
Heck Capital Advisors
Wisconsin
$797K +$196K +2,692 +33%
PCA
628
Personal Capital Advisors
California
$793K +$15.9K +218 +2%
Asset Management One
629
Asset Management One
Japan
$792K +$465K +6,400 +142%
JWBC
630
J.W. Burns & Co
New York
$789K -$89.1K -1,225 -10%
WWM
631
Windsor Wealth Management
Indiana
$789K – – –
PFBT
632
Parkside Financial Bank & Trust
Missouri
$787K -$70.3K -966 -8%
FCH
633
Freestone Capital Holdings
Washington
$787K – – –
AIA
634
Arbor Investment Advisors
North Carolina
$786K – – –
JAG
635
Journey Advisory Group
Kentucky
$780K – – –
ACWM
636
Adams Chetwood Wealth Management
North Carolina
$778K – – –
AFA
637
American Financial Advisors
Georgia
$773K -$154K -2,124 -17%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$772K +$48.7K +670 +7%
BC
639
Bartlett & Co
Ohio
$772K +$48.7K +670 +7%
SWM
640
Stockman Wealth Management
Montana
$769K – – –
NCM
641
Neumann Capital Management
California
$767K -$124K -1,700 -14%
PP
642
Prosperity Planning
Missouri
$765K -$655 -9 -0.1%
HIA
643
Harbor Investment Advisory
Maryland
$755K -$9.45K -130 -1%
FIB
644
First Interstate Bank
Montana
$753K +$753K +10,356 New
DT
645
Diversified Trust
Tennessee
$750K +$33.4K +459 +5%
Lazard Asset Management
646
Lazard Asset Management
New York
$747K -$122K -1,680 -14%
OC
647
Oakworth Capital
Alabama
$747K – – –
FA
648
Fountainhead AM
New Jersey
$746K – – –
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$742K +$11.3K +155 +2%
FCA
650
FinTrust Capital Advisors
South Carolina
$741K – – –
24 25
26
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