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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 %
CWC
501
Carolinas Wealth Consulting
North Carolina
$1.42M +$2.14K +29 +0.2%
IA
502
Insight Advisors
Pennsylvania
$1.42M +$78.5K +951 +6%
HSA
503
HBK Sorce Advisory
Pennsylvania
$1.42M +$174K +2,359 +14%
MFW
504
Meristem Family Wealth
Minnesota
$1.42M -$1.51M -20,386 -52%
PCS
505
Personal CFO Solutions
New Jersey
$1.4M -$99.5K -1,347 -7%
CAC
506
Certified Advisory Corp
Florida
$1.38M -$65.8K -890 -5%
SKK
507
Shepherd Kaplan Krochuk
Massachusetts
$1.38M – – –
RIA
508
Regal Investment Advisors
Michigan
$1.37M +$222 +3 +0%
HCMG
509
Howard Capital Management Group
California
$1.36M – – –
HIM
510
Hotaling Investment Management
Pennsylvania
$1.35M – – –
FWM
511
Frontier Wealth Management
Missouri
$1.34M -$66K -893 -5%
LSPW
512
Lake Street Private Wealth
Illinois
$1.34M +$100K +1,357 +8%
BIM
513
Bridges Investment Management
Nebraska
$1.34M -$20.1K -272 -1%
RPC
514
Rossmore Private Capital
Connecticut
$1.34M – – –
CIR
515
Clear Investment Research
Georgia
$1.32M -$95K -1,286 -7%
FPFS
516
First Personal Financial Services
North Carolina
$1.32M +$33.3K +451 +3%
FLPIM
517
F.L. Putnam Investment Management
Massachusetts
$1.32M -$6.58K -89 -0.5%
PFM
518
Phillips Financial Management
Indiana
$1.3M – – –
PMG
519
ProVise Management Group
Florida
$1.3M -$43.2K -584 -3%
OPWM
520
Oxinas Partners Wealth Management
Indiana
$1.3M +$8.72K +118 +0.7%
CWM
521
Cornerstone Wealth Management
Missouri
$1.29M +$33.9K +459 +3%
SFP
522
Sandbox Financial Partners
Maryland
$1.28M -$392K -5,298 -23%
MBT
523
Montecito Bank & Trust
California
$1.27M – – –
DY
524
Dowling & Yahnke
California
$1.25M -$11.1K -150 -0.9%
AC
525
AWM Capital
Arizona
$1.25M +$1.25M +14,905 New
19 20
21
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