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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 %
ATFA
576
All Terrain Financial Advisors
Minnesota
$1M
4WM
577
4J Wealth Management
Virginia
$1M -$309K -4,175 -24%
MWM
578
Mission Wealth Management
California
$1M -$2.22K -30 -0.2%
WPC
579
White Pine Capital
Minnesota
$995K
SFG
580
StrategIQ Financial Group
Indiana
$995K +$61.8K +836 +7%
SCM
581
SOL Capital Management
Maryland
$990K
KJWM
582
Kiley Juergens Wealth Management
Washington
$988K
FHA
583
Flagship Harbor Advisors
Massachusetts
$986K
NAM
584
NorthCoast Asset Management
Connecticut
$986K +$106K +1,430 +12%
FNT
585
First National Trust
Pennsylvania
$985K -$5.17K -70 -0.5%
FIG
586
FundX Investment Group
California
$984K +$984K +13,319 New
CPA
587
Capital Planning Advisors
California
$976K
CG
588
Corundum Group
Colorado
$974K
QCG
589
Quadrant Capital Group
Ohio
$970K
9WM
590
9258 Wealth Management
Ohio
$968K +$6.43K +87 +0.7%
TFGT
591
TS Financial Group (TSFG)
Illinois
$960K +$3.47K +47 +0.4%
PWA
592
Providence Wealth Advisors
Illinois
$959K -$19.1K -258 -2%
CB
593
Community Bank
New York
$955K -$1.85K -25 -0.2%
IAIM
594
International Assets Investment Management
Florida
$952K +$7.69K +104 +0.8%
S
595
SignatureFD
Georgia
$942K -$51.1K -691 -5%
FT
596
Fiduciary Trust
Massachusetts
$939K +$385K +5,207 +69%
IC
597
IEQ Capital
California
$936K +$74 +1 +0%
SVWAG
598
Sound View Wealth Advisors Group
Georgia
$935K +$935K +12,646 New
LL
599
LPWM LLC
Minnesota
$932K +$73.2K +980 +9%
TFO
600
Tarbox Family Office
California
$930K -$48.5K -657 -5%