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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
QCM
426
Quest Capital Management
Texas
$2.09M -$25.6K -346 -1%
CWM
427
CCG Wealth Management
California
$2.09M
VFA
428
Valeo Financial Advisors
Indiana
$2.09M -$18.7K -253 -0.9%
AIA
429
Arcadia Investment Advisors
Idaho
$2.07M -$11K -149 -0.5%
RhumbLine Advisers
430
RhumbLine Advisers
Massachusetts
$2.06M
FCBT
431
First Citizens Bank & Trust
North Carolina
$2.04M -$74.7K -1,011 -4%
Koshinski Asset Management
432
Koshinski Asset Management
Illinois
$2.02M +$1.17M +15,877 +139%
TPWA
433
TRUE Private Wealth Advisors
Oregon
$2.01M +$794K +10,747 +65%
MA
434
MCF Advisors
Kentucky
$1.99M +$1.96M +26,463 +5,119%
OWA
435
Outlook Wealth Advisors
Texas
$1.99M -$257K -3,474 -11%
PA
436
PSI Advisors
Florida
$1.98M -$80.6K -1,090 -4%
GFP
437
Gryphon Financial Partners
Ohio
$1.98M +$957K +12,947 +93%
PA
438
Parallel Advisors
California
$1.98M +$7.76K +105 +0.4%
BFA
439
Beacon Financial Advisory
Ohio
$1.97M +$19.6K +265 +1%
IB
440
Intrust Bank
Kansas
$1.96M -$27K -365 -1%
IFWM
441
Institute for Wealth Management
Colorado
$1.95M -$227K -3,065 -10%
TWP
442
Tempus Wealth Planning
California
$1.94M -$51.7K -700 -3%
KA
443
Kovack Advisors
Florida
$1.94M -$87.3K -1,182 -4%
Prudential Financial
444
Prudential Financial
New Jersey
$1.93M +$297K +3,853 +18%
MA
445
MBA Advisors
Pennsylvania
$1.92M
ACM
446
AlphaStar Capital Management
North Carolina
$1.89M +$1.89M +24,002 New
STA
447
Summit Trail Advisors
New York
$1.88M -$308K -4,173 -14%
AWA
448
Arete Wealth Advisors
Illinois
$1.85M +$586K +7,929 +46%
CSPIA
449
Cary Street Partners Investment Advisory
Virginia
$1.85M -$3.1K -42 -0.2%
EK
450
Evensky & Katz
Florida
$1.83M -$68K -920 -4%