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iShares S&P 500 Growth ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
SHIM
301
Stone House Investment Management
Pennsylvania
$4.09M 56,269 +48,184 +596%
NCM
302
Narwhal Capital Management
Georgia
$4.07M 56,000
SWMP
303
Signature Wealth Management Partners
New Jersey
$4.06M 55,760 -219 -0.4%
JHCP
304
Jackson Hole Capital Partners
Oklahoma
$4.04M 55,548 +726 +1%
CMO
305
Covenant Multifamily Offices
Texas
$4M 55,023
BFS
306
Bard Financial Services
Connecticut
$4M 55,000
NB
307
Northwest Bancshares
Pennsylvania
$3.99M 54,922 -1,618 -3%
MFG
308
Merit Financial Group
Georgia
$3.98M 54,695 -193 -0.4%
GRP
309
Global Retirement Partners
California
$3.97M 54,645 +1,209 +2%
RSWM
310
Robertson Stephens Wealth Management
California
$3.97M 54,517 +556 +1%
RJT
311
Raymond James Trust
Florida
$3.96M 54,502 -1,075 -2%
BDF
312
Balasa Dinverno & Foltz
$3.96M 54,463 -499 -0.9%
FFN
313
Focus Financial Network
Minnesota
$3.95M 54,365 -1,925 -3%
AB
314
Atlas Brown
Kentucky
$3.95M 54,253 -1,495 -3%
IP
315
Investment Partners
Ohio
$3.94M 54,151 -464 -0.8%
LNWTC
316
Laird Norton Wetherby Trust Company
Washington
$3.91M 53,777 +1,577 +3%
NFC
317
Northeast Financial Consultants
Connecticut
$3.87M 53,152 -4 -0%
TNB
318
Thomasville National Bank
Georgia
$3.82M 52,522 +35,504 +209%
AWA
319
Arkadios Wealth Advisors
Georgia
$3.76M 51,725 -28,489 -36%
VWM
320
Valley Wealth Managers
New Jersey
$3.76M 51,708 +6,809 +15%
ST
321
Smithfield Trust
Pennsylvania
$3.74M 51,361 +956 +2%
First Trust Advisors
322
First Trust Advisors
Illinois
$3.68M 50,600 -5,087 -9%
TWP
323
Total Wealth Planning
Ohio
$3.67M 50,441 -881 -2%
FC
324
Ferris Capital
Massachusetts
$3.67M 50,441 +38,013 +306%
UBG
325
United Bank (Georgia)
Georgia
$3.58M 49,246 -340 -0.7%