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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 %
KW
676
KWB Wealth
California
$686K – – –
IFAM
677
Institutional & Family Asset Management
Colorado
$685K -$17.8K -244 -3%
CB
678
CNB Bank
Pennsylvania
$684K – – –
BS
679
Boenning & Scattergood
Pennsylvania
$680K +$10.4K +143 +2%
CANC
680
Culbertson A N & Co
Virginia
$678K -$16K -220 -2%
JIC
681
Joel Isaacson & Co
New York
$678K +$582 +8 +0.1%
DC
682
Davenport & Co
Virginia
$676K +$29.2K +401 +5%
MCM
683
Mengis Capital Management
Oregon
$675K +$7.27K +100 +1%
GEA
684
Glen Eagle Advisors
New Jersey
$672K -$5.46K -75 -0.8%
AFG
685
Albion Financial Group
Utah
$669K +$669K +9,200 New
CFD
686
Creative Financial Designs
Indiana
$665K +$95.9K +1,319 +17%
BCP
687
Blue Chip Partners
Michigan
$662K -$67.1K -923 -9%
RMCM
688
Reynders McVeigh Capital Management
Massachusetts
$659K – – –
PA
689
PFG Advisors
Arizona
$658K -$368K -5,052 -36%
BFG
690
Berger Financial Group
Minnesota
$656K – – –
PA
691
Pinnacle Associates
New York
$653K +$19.3K +265 +3%
TC
692
TAP Consulting
Missouri
$652K -$187K -2,573 -22%
HCM
693
Hollencrest Capital Management
California
$650K – – –
SDWMA
694
Schneider Downs Wealth Management Advisors
Pennsylvania
$650K – – –
RWA
695
RGT Wealth Advisors
Texas
$649K +$67.5K +928 +12%
WSTAM
696
Wilbanks Smith & Thomas Asset Management
Virginia
$647K -$52.4K -720 -7%
ST
697
Sageworth Trust
Pennsylvania
$641K – – –
GSEP
698
Golden State Equity Partners
California
$638K +$264K +3,631 +71%
SWA
699
SFMG Wealth Advisors
Texas
$634K – – –
TFS
700
TrustCore Financial Services
Tennessee
$634K +$39.3K +541 +7%
26 27
28
29 30