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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 %
SXL
701
Summit X LLC
Missouri
$630K +$63.5K +869 +11%
VC
702
Vicus Capital
Pennsylvania
$628K +$1.96K +27 +0.3%
CMP
703
Courage Miller Partners
Virginia
$626K +$17.4K +240 +3%
MCM
704
Murphy Capital Management
New Jersey
$624K +$29.9K +411 +5%
FC
705
Fusion Capital
South Carolina
$622K -$58.6K -806 -9%
BAIA
706
Bel Air Investment Advisors
California
$612K -$39K -536 -6%
GI
707
GAMCO Investors
Connecticut
$611K – – –
BOPW
708
Brandywine Oak Private Wealth
Pennsylvania
$607K -$193K -2,658 -24%
PB
709
Pinnacle Bancorp
Nebraska
$605K – – –
WJWM
710
Williams Jones Wealth Management
New York
$602K +$125K +1,714 +26%
FPGK
711
Financial Partners Group (Kansas)
Kansas
$594K +$145 +2 +0%
AC
712
Addison Capital
Pennsylvania
$591K – – –
ADL
713
Asset Dedication LLC
California
$586K +$204K +2,800 +53%
AAP
714
Arax Advisory Partners
Colorado
$586K +$586K +8,055 New
BWA
715
BlueSky Wealth Advisors
North Carolina
$584K – – –
ICG
716
InterOcean Capital Group
Tennessee
$581K -$30.2K -416 -5%
SIC
717
Sigma Investment Counselors
Michigan
$581K +$7.28K +100 +1%
PFA
718
Pinnacle Family Advisors
Missouri
$580K -$10.2K -140 -2%
VHAM
719
Van Hulzen Asset Management
California
$580K – – –
ACP
720
Arcus Capital Partners
Georgia
$577K -$505K -6,942 -47%
CA
721
Claro Advisors
Massachusetts
$576K -$48.6K -668 -8%
MFG
722
Magnus Financial Group
New York
$570K +$363 +5 +0.1%
CT
723
Cambridge Trust
Massachusetts
$567K -$14.6K -200 -3%
WIC
724
Whitegate Investment Counselors
New Hampshire
$567K – – –
TWM
725
Titus Wealth Management
California
$567K +$35.9K +494 +7%
27 28
29
30 31