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iShares S&P 500 Growth ETF

1,158 hedge funds and large institutions have $22.7B invested in iShares S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 323 increasing their positions, 442 reducing their positions, and 35 closing their positions.

Holders
1,158
Holders Change
+26
Holders Change %
+2.3%
% of All Funds
20.34%
Holding in Top 10
100
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.38%
% of All Funds
1.76%
New
86
Increased
323
Reduced
442
Closed
35
Calls
$9.14M
Puts
$2.76M
Net Calls
+$6.38M
Net Calls Change
-$4.91M
Name Market Value Shares Shares
Change
Shares
Change %
COCM
301
Charter Oak Capital Management
New Hampshire
$4.34M 58,768 -1,726 -3%
IWC
302
Integrated Wealth Concepts
Massachusetts
$4.31M 58,284 -9,096 -13%
MWM
303
Meridian Wealth Management
Kentucky
$4.3M 58,211 -4,476 -7%
LNWTC
304
Laird Norton Wetherby Trust Company
Washington
$4.3M 58,209 +4,432 +8%
AMG
305
Asset Management Group
Connecticut
$4.28M 57,854 -1,180 -2%
AWP
306
Ascent Wealth Partners
New York
$4.23M 57,243 +380 +0.7%
JHCP
307
Jackson Hole Capital Partners
Oklahoma
$4.23M 57,213 +1,665 +3%
SCM
308
Stordahl Capital Management
Colorado
$4.14M 56,040 -412 -0.7%
NCM
309
Narwhal Capital Management
Georgia
$4.14M 56,000
SWMP
310
Signature Wealth Management Partners
New Jersey
$4.13M 55,837 +77 +0.1%
TNB
311
Thomasville National Bank
Georgia
$4.11M 55,668 +3,146 +6%
SHIM
312
Stone House Investment Management
Pennsylvania
$4.09M 56,269
CMO
313
Covenant Multifamily Offices
Texas
$4.09M 55,187 +164 +0.3%
BFS
314
Bard Financial Services
Connecticut
$4.07M 55,000
RJT
315
Raymond James Trust
Florida
$4.03M 54,553 +51 +0.1%
FFN
316
Focus Financial Network
Minnesota
$4.02M 54,431 +66 +0.1%
IP
317
Investment Partners
Ohio
$4M 54,151
BDF
318
Balasa Dinverno & Foltz
$4M 54,140 -323 -0.6%
NFC
319
Northeast Financial Consultants
Connecticut
$3.93M 53,152
NB
320
Northwest Bancshares
Pennsylvania
$3.88M 52,481 -2,441 -4%
AB
321
Atlas Brown
Kentucky
$3.87M 52,381 -1,872 -3%
FAN
322
Financial Advisors Network
California
$3.86M 46,903 -1,690 -3%
GLLW
323
Graves Light Lenhart Wealth
Virginia
$3.83M 51,853 +10,605 +26%
VWM
324
Valley Wealth Managers
New Jersey
$3.8M 51,464 -244 -0.5%
HCM
325
Hudson Capital Management
New Jersey
$3.8M 51,382 -3,323 -6%