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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
+$91.9M
2
Mariner
Mariner
Kansas
+$69.7M
3
Two Sigma Investments
Two Sigma Investments
New York
+$34.6M
4
LPL Financial
LPL Financial
California
+$32.4M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$28.7M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$175M
2
Wells Fargo
Wells Fargo
California
-$130M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$98M
4
WJA
Willis Johnson & Associates
Texas
-$91.9M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWRC
476
R.W. Roge & Company
New York
$1.66M -$95.2K -1,220 -5%
JWM
477
JGP Wealth Management
Oregon
$1.66M +$26.3K +356 +2%
TA
478
Townsend & Associates
Colorado
$1.65M -$3.05M -40,876 -65%
HPC
479
HM Payson & Co
Maine
$1.65M -$87.2K -1,180 -5%
DCM
480
Dimension Capital Management
Florida
$1.63M – – –
MSWMA
481
Market Street Wealth Management Advisors
Indiana
$1.62M -$31.7K -429 -2%
LWAC
482
Laurel Wealth Advisors (California)
California
$1.58M – – –
BWP
483
Bernardo Wealth Planning
Pennsylvania
$1.58M -$23.1K -312 -1%
SAG
484
Spotlight Asset Group
Illinois
$1.57M -$2.02M -27,374 -56%
SFG
485
Summit Financial Group
West Virginia
$1.56M -$14.4K -195 -0.9%
MSA
486
Marino Stram & Associates
Massachusetts
$1.56M -$3.3M -44,635 -68%
FA
487
Fermata Advisors
California
$1.54M -$116K -1,567 -7%
HA
488
Harborview Advisors
Maine
$1.54M -$222 -3 -0%
SFS
489
Sowell Financial Services
Arkansas
$1.54M +$1.54M +20,808 New
KIG
490
Kessler Investment Group
Indiana
$1.53M -$280K -3,791 -16%
GWA
491
GGM Wealth Advisors
Maryland
$1.52M -$124K -1,570 -8%
SBH
492
Segall Bryant & Hamill
Illinois
$1.52M -$4.14K -56 -0.3%
FNBTCON
493
First National Bank & Trust Co of Newtown
Pennsylvania
$1.5M +$443 +6 +0%
HT
494
Heritage Trust
Oklahoma
$1.49M +$402K +5,443 +37%
HCP
495
Holt Capital Partners
Texas
$1.49M – – –
CA
496
Cornerstone Advisory
Maryland
$1.46M -$10.3K -140 -0.7%
BFO
497
Boston Family Office
Massachusetts
$1.46M – – –
NSB
498
Norway Savings Bank
Maine
$1.45M +$64.6K +874 +5%
IWN
499
Independent Wealth Network
Iowa
$1.43M +$1.43M +17,563 New
BCA
500
Berman Capital Advisors
Georgia
$1.43M -$24.2K -328 -2%
18 19
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