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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 %
RWMH
601
Riverpoint Wealth Management Holdings
Illinois
$927K -$4.25M -57,522 -82%
DI
602
Disciplined Investments
Oklahoma
$927K -$31.9K -431 -3%
GPFA
603
Game Plan Financial Advisors
Ohio
$924K -$38.8K -525 -4%
APW
604
Aurora Private Wealth
New Jersey
$905K -$6.21K -84 -0.7%
NDSI
605
Newman Dignan & Sheerar Inc
Rhode Island
$903K -$37K -500 -4%
ACM
606
Azimuth Capital Management
Michigan
$902K -$8.65K -117 -0.9%
PWM
607
Perigon Wealth Management
California
$898K
AA
608
Advisory Alpha
Michigan
$897K +$46.6K +630 +5%
UFA
609
US Financial Advisors
Massachusetts
$887K -$136K -1,841 -13%
MPM
610
Meritage Portfolio Management
Kansas
$885K
IWS
611
Insight Wealth Strategies
California
$880K -$179K -2,421 -17%
MA
612
MONECO Advisors
Connecticut
$880K -$75.7K -1,024 -8%
TI
613
Truepoint Inc
Ohio
$876K
WWM
614
Windsor Wealth Management
Indiana
$876K +$65.9K +882 +8%
JGC
615
J. Goldman & Co
New York
$876K +$375K +5,069 +75%
NEWAS
616
N.E.W. Advisory Services
Wisconsin
$870K -$127K -1,724 -13%
LF
617
LifeSteps Financial
California
$870K
SHA
618
Seneca House Advisors
Virginia
$864K -$83.4K -1,128 -9%
WQ
619
Wealth Quarterback
New Jersey
$864K -$16.3K -225 -2%
WB
620
WesBanco Bank
West Virginia
$864K +$26K +352 +3%
FWM
621
Focused Wealth Management
New York
$861K
FDCDDQ
622
Federation des caisses Desjardins du Quebec
Quebec, Canada
$860K
LWP
623
Legacy Wealth Planning
Nevada
$859K -$14.1M -19,150 -94%
TYCC
624
Texas Yale Capital Corp
Florida
$857K
BCM
625
Brasada Capital Management
Texas
$856K -$31.2K -422 -4%