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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
RPC
501
Rossmore Private Capital
Connecticut
$1.32M +$539K +7,417 +69%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$1.3M +$6.69K +92 +0.5%
KM
503
Kalos Management
Georgia
$1.29M -$140K -1,855 -10%
4WM
504
4J Wealth Management
Virginia
$1.29M -$27.9K -384 -2%
PFM
505
Phillips Financial Management
Indiana
$1.28M
OPWM
506
Oxinas Partners Wealth Management
Indiana
$1.27M -$86.8K -1,194 -6%
FPFS
507
First Personal Financial Services
North Carolina
$1.27M -$42.4K -583 -3%
NEPWA
508
New England Private Wealth Advisors
Massachusetts
$1.26M -$106K -1,464 -8%
MBT
509
Montecito Bank & Trust
California
$1.25M
SWM
510
SeaCrest Wealth Management
New York
$1.25M -$15K -206 -1%
DY
511
Dowling & Yahnke
California
$1.24M
CTC
512
Central Trust Company
Missouri
$1.24M -$55.3K -760 -4%
CWM
513
Cornerstone Wealth Management
Missouri
$1.24M +$125K +1,725 +11%
BFEC
514
Benjamin F. Edwards & Company
Missouri
$1.23M +$145 +2 +0%
LSPW
515
Lake Street Private Wealth
Illinois
$1.23M -$1.31K -18 -0.1%
HSA
516
HBK Sorce Advisory
Pennsylvania
$1.23M +$282K +3,882 +30%
IA
517
Insight Advisors
Pennsylvania
$1.22M -$38.3K -508 -3%
WP
518
WealthShield Partners
North Carolina
$1.22M +$181K +2,940 +17%
CC
519
Chicago Capital
Illinois
$1.22M -$175K -2,400 -13%
FPS
520
Fieldpoint Private Securities
Connecticut
$1.22M +$26.6K +350 +2%
GWM
521
GSB Wealth Management
Connecticut
$1.21M -$41.8K -574 -3%
AWA
522
Arete Wealth Advisors
Illinois
$1.21M +$1.21M +17,141 New
KAH
523
Kathryn A. Hall
$1.2M
Wealth Enhancement Advisory Services
524
Wealth Enhancement Advisory Services
Minnesota
$1.2M +$125K +1,676 +12%
WAM
525
Wallington Asset Management
Indiana
$1.2M -$24.7K -340 -2%