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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 %
NP
751
NorthRock Partners
Minnesota
$505K -$12.2K -168 -2%
IWP
752
Icon Wealth Partners
Texas
$505K +$273K +3,756 +118%
Fisher Asset Management
753
Fisher Asset Management
Washington
$503K -$134K -1,846 -21%
WA
754
WBH Advisory
Maryland
$502K -$5.04K -66 -1%
CTA
755
Chesley Taft & Associates
Illinois
$502K – – –
VC
756
Veracity Capital
Georgia
$501K -$501K -6,883 -50%
RWA
757
Ropes Wealth Advisors
Massachusetts
$501K +$67.5K +928 +16%
DWM
758
Darwin Wealth Management
Florida
$500K +$944 +13 +0.2%
AWM
759
Affinity Wealth Management
Delaware
$498K -$10.1K -136 -2%
PIFP
760
Partners in Financial Planning
Virginia
$497K +$497K +6,840 New
ACA
761
Affinity Capital Advisors
California
$497K -$29.2K -401 -6%
ST
762
Sabal Trust
Florida
$496K – – –
CCM
763
Covington Capital Management
California
$494K -$3.71K -51 -0.7%
JGIA
764
Jackson Grant Investment Advisers
Connecticut
$494K +$582 +8 +0.1%
JGC
765
J. Goldman & Co
New York
$493K +$493K +6,782 New
WF
766
Welch & Forbes
Massachusetts
$489K -$24.7K -340 -5%
WCM
767
Wealthcare Capital Management
Virginia
$486K -$59.9K -824 -11%
CWP
768
Corepath Wealth Partners
Arizona
$484K – – –
LWANC
769
Laurel Wealth Advisors (North Carolina)
North Carolina
$483K +$4K +55 +0.8%
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$482K – – –
AWS
771
AJ Wealth Strategies
New York
$482K – – –
CFO
772
CVA Family Office
Colorado
$480K – – –
OPW
773
Oxler Private Wealth
New York
$480K – – –
ONST
774
Old North State Trust
North Carolina
$474K -$8.07K -111 -2%
NIA
775
Northstar Investment Advisors
Colorado
$471K – – –
29 30
31
32 33