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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Lido Advisors
Lido Advisors
California
$155M
2
Mariner
Mariner
Kansas
$203M
3
Two Sigma Investments
Two Sigma Investments
New York
$37M
4
LPL Financial
LPL Financial
California
$400M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$39.9M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$69M
2
Wells Fargo
Wells Fargo
California
$1.14B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.37B
4
WJA
Willis Johnson & Associates
Texas
$25M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DW
451
Domani Wealth
Pennsylvania
$1.81M -$8.57K -116 -0.5%
MWM
452
Marietta Wealth Management
Georgia
$1.79M – – –
Bessemer Group
453
Bessemer Group
New Jersey
$1.78M +$23.2K +314 +1%
CWP
454
Curated Wealth Partners
California
$1.78M – – –
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.77M -$69.1K -935 -4%
NL
456
NWAM LLC
Washington
$1.77M -$9M -121,770 -84%
NAS
457
Nicolet Advisory Services
Wisconsin
$1.76M +$1.76M +23,696 New
WFAG
458
Wescott Financial Advisory Group
Pennsylvania
$1.76M +$813 +11 +0%
AF
459
Alerus Financial
North Dakota
$1.75M – – –
AA
460
Alesco Advisors
New York
$1.75M – – –
TFA
461
Tobias Financial Advisors
Florida
$1.75M -$443 -6 -0%
Deutsche Bank
462
Deutsche Bank
Germany
$1.75M +$73.9K +1,000 +4%
MWA
463
Meridian Wealth Advisors
Texas
$1.74M +$2.44K +33 +0.1%
HCC
464
Hirtle Callaghan & Co
Pennsylvania
$1.72M – – –
CLG
465
Cooperman Leon G
$1.72M – – –
AIS
466
American Investment Services
Massachusetts
$1.71M -$8.5K -115 -0.5%
ACI
467
Alpha Cubed Investments
California
$1.7M – – –
CC
468
Cadinha & Co
Hawaii
$1.7M – – –
AWM
469
Atticus Wealth Management
Florida
$1.69M -$18.5K -250 -1%
BP
470
Ballentine Partners
Massachusetts
$1.69M – – –
AW
471
ACG Wealth
Georgia
$1.68M -$35.2K -476 -2%
ESB
472
Essex Savings Bank
Connecticut
$1.68M – – –
Wealth Enhancement Advisory Services
473
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$401K +5,082 +32%
HR
474
Hayden Royal
North Carolina
$1.67M +$58.8K +795 +4%
SG
475
StoneX Group
New York
$1.66M -$501K -6,776 -23%
17 18
19
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