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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 %
WCG
726
Weaver Consulting Group
California
$566K -$39K -537 -6%
FNBOSM
727
First National Bank of South Miami
Florida
$560K -$19.3K -265 -3%
TCA
728
Transcend Capital Advisors
New Jersey
$560K +$38.6K +531 +7%
GC
729
Gratus Capital
Georgia
$553K +$553K +7,608 New
SB
730
Sunflower Bank
Texas
$545K -$13.1K -180 -2%
FT
731
Fiduciary Trust
Massachusetts
$545K -$11.3K -156 -2%
TPW
732
TL Private Wealth
Texas
$544K +$655 +9 +0.1%
TSS
733
Two Sigma Securities
New York
$540K +$540K +7,419 New
RIA
734
Realta Investment Advisors
Delaware
$536K +$87.4K +1,202 +19%
CWG
735
Cornerstone Wealth Group
North Carolina
$533K +$73 +1 +0%
AC
736
Abbrea Capital
California
$528K -$26.2K -360 -5%
BWM
737
BerganKDV Wealth Management
Minnesota
$528K +$5.82K +80 +1%
MM
738
Meridian Management
Arkansas
$524K – – –
SIC
739
Salem Investment Counselors
North Carolina
$524K – – –
UBV
740
United Bank (Virginia)
Virginia
$524K – – –
OPS
741
Orion Portfolio Solutions
Nebraska
$521K +$33.2K +456 +7%
VAM
742
Verity Asset Management
North Carolina
$521K +$168K +2,315 +48%
IIC
743
Ironwood Investment Counsel
Arizona
$517K +$291 +4 +0.1%
CGA
744
Crescent Grove Advisors
Illinois
$512K -$69.1K -951 -12%
AP
745
Advisor Partners
California
$511K – – –
HCM
746
Harvey Capital Management
Florida
$509K – – –
BBPWM
747
Blue Bell Private Wealth Management
Pennsylvania
$508K – – –
GGS
748
Galvin Gaustad & Stein
Arizona
$508K – – –
WG
749
Welch Group
Alabama
$506K +$1.53K +21 +0.3%
KWM
750
Kingsview Wealth Management
Oregon
$505K -$279K -3,824 -36%
28 29
30
31 32