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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 %
CPFP
776
Clear Perspectives Financial Planning
Ohio
$470K -$47.2K -650 -9%
TC
777
Truvestments Capital
Florida
$468K +$436 +6 +0.1%
MC
778
Middleton & Co
Massachusetts
$467K -$22.6K -310 -5%
OFG
779
Oxford Financial Group
Indiana
$465K – – –
PO
780
Private Ocean
California
$463K – – –
DIA
781
Dana Investment Advisors
Wisconsin
$462K -$25K -344 -5%
BW
782
Bison Wealth
Georgia
$460K +$14.5K +200 +3%
MWA
783
Martel Wealth Advisors
Washington
$459K -$22.7K -328 -5%
AI
784
Accredited Investors
Minnesota
$453K – – –
CAM
785
Concorde Asset Management
Michigan
$453K +$3.86K +53 +0.9%
TW
786
TrinityPoint Wealth
Connecticut
$453K +$12.4K +170 +3%
FDS
787
Freedom Day Solutions
Texas
$450K -$64.4K -886 -13%
LB
788
Legacy Bridge
Iowa
$448K +$31.6K +435 +8%
GIA
789
Guyasuta Investment Advisors
Pennsylvania
$447K – – –
AIP
790
ARS Investment Partners
New York
$443K – – –
ACM
791
Advisors Capital Management
New Jersey
$443K – – –
EIA
792
Eldridge Investment Advisors
New Hampshire
$443K – – –
LHC
793
Little House Capital
Massachusetts
$438K +$438K +6,028 New
LJAC
794
L.J. Altfest & Co
New York
$436K – – –
FFA
795
Freedman Financial Associates
Massachusetts
$436K +$326K +4,482 +296%
CFA
796
CWS Financial Advisors
Michigan
$435K -$13.4K -185 -3%
WTB
797
Washington Trust Bank
Washington
$432K – – –
PPP
798
Private Portfolio Partners
New Jersey
$432K -$16.3K -224 -4%
EVM
799
Eaton Vance Management
Massachusetts
$431K – – –
IWA
800
IBEX Wealth Advisors
New Jersey
$430K +$430K +5,914 New
30 31
32
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