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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 %
HWA
801
HCR Wealth Advisors
California
$429K -$15.1K -208 -3%
FPIS
802
Financial Planning & Information Services
Wisconsin
$428K -$3.49K -48 -0.8%
VBFG
803
Vishria Bird Financial Group
Tennessee
$428K – – –
VWA
804
V Wealth Advisors
Kansas
$427K +$7.85K +108 +2%
VR
805
Viridian RIA
Washington
$426K -$652K – –
OPWM
806
Oakwell Private Wealth Management
Texas
$426K +$41K +564 +11%
MWP
807
Madison Wealth Partners
Wisconsin
$425K +$41.6K +572 +11%
GAM
808
Geier Asset Management
Maryland
$423K +$1.74K +24 +0.4%
W
809
Wealthquest
Ohio
$421K -$98.5K -1,355 -19%
AA
810
Ancora Advisors
Ohio
$421K -$17.5K -241 -4%
Neuberger Berman Group
811
Neuberger Berman Group
New York
$417K -$2.93M -40,337 -88%
ACM
812
Alpha Capital Management
Texas
$417K -$42.2K -579 -9%
SFG
813
SNS Financial Group
Minnesota
$414K – – –
BC
814
Brio Consultants
California
$413K +$73 +1 +0%
MI
815
Moneywise Inc
Virginia
$413K +$437 +6 +0.1%
KFI
816
Key Financial Inc
Pennsylvania
$406K +$7.24K +96 +2%
CWM
817
Chesapeake Wealth Management
Virginia
$404K -$10.2K -140 -2%
PL
818
Parthenon LLC
Kentucky
$399K – – –
ACG
819
Allen Capital Group
Nebraska
$399K +$399K +5,480 New
CBT
820
Capital Bank & Trust
California
$397K +$397K +5,455 New
WA1
821
Wimmer Associates 1
California
$393K – – –
PAM
822
Palisade Asset Management
Minnesota
$389K – – –
PWP
823
Principle Wealth Partners
Connecticut
$387K – – –
IC
824
Inscription Capital
Texas
$387K +$387K +5,319 New
RBC
825
Roble Belko & Company
Pennsylvania
$385K – – –
31 32
33
34 35