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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 %
MWM
626
McNaughton Wealth Management
California
$848K -$27.5K -372 -3%
FCH
627
Freestone Capital Holdings
Washington
$845K +$45.7K +619 +6%
FA
628
Fountainhead AM
New Jersey
$842K -$5.4K -73 -0.6%
MMHP
629
Murphy Middleton Hinkle & Parker
Georgia
$839K +$296 +4 +0%
CGFA
630
Colton Groome Financial Advisors
North Carolina
$837K -$3.18K -43 -0.4%
SPIA
631
Strategic Point Investment Advisors
Rhode Island
$827K -$45.2K -612 -5%
PSF
632
Pacific Sun Financial
California
$824K +$824K +11,144 New
BS
633
Boenning & Scattergood
Pennsylvania
$823K +$133K +1,797 +19%
GAM
634
Gemmer Asset Management
California
$822K -$45.7K -618 -5%
MA
635
Montag & Associates
Georgia
$814K -$12.7K -172 -2%
PCA
636
Personal Capital Advisors
California
$812K +$6.65K +90 +0.8%
JWBC
637
J.W. Burns & Co
New York
$802K
AIA
638
Arbor Investment Advisors
North Carolina
$799K
ACWM
639
Adams Chetwood Wealth Management
North Carolina
$790K
PFBT
640
Parkside Financial Bank & Trust
Missouri
$783K -$16.9K -229 -2%
FA
641
Fiducient Advisors
Illinois
$782K -$37.6K -508 -5%
SWM
642
Stockman Wealth Management
Montana
$782K
PP
643
Prosperity Planning
Missouri
$780K +$3.1K +42 +0.4%
JAG
644
Journey Advisory Group
Kentucky
$779K -$13.4K -182 -2%
NCM
645
Neumann Capital Management
California
$779K
CTA
646
Colonial Trust Advisors
South Carolina
$778K -$40.8K -552 -5%
FRA
647
Front Row Advisors
California
$778K
CPO
648
Cerity Partners OCIO
New York
$774K +$25.6K +346 +3%
AFA
649
American Financial Advisors
Georgia
$771K -$14.8K -200 -2%
HIA
650
Harbor Investment Advisory
Maryland
$768K