IVW icon

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 %
CFD
651
Creative Financial Designs
Indiana
$766K +$90.4K +1,224 +13%
FIB
652
First Interstate Bank
Montana
$765K
CIA
653
Capital Investment Advisors
Georgia
$763K +$35.3K +478 +5%
Lazard Asset Management
654
Lazard Asset Management
New York
$759K
IRAG
655
Investment Research & Advisory Group
Georgia
$756K
KW
656
KWB Wealth
California
$755K -$23.3K -315 -3%
FCA
657
FinTrust Capital Advisors
South Carolina
$753K
LTI
658
Laffer Tengler Investments
Tennessee
$749K +$749K +10,137 New
RBFC
659
Roman Butler Fullerton & Co
Missouri
$749K +$620 +8 +0.1%
SWA
660
Sutton Wealth Advisors
Florida
$747K
LFF
661
Level Four Financial
Texas
$747K -$2K -27 -0.3%
SQA
662
Simon Quick Advisors
New Jersey
$744K -$127K -1,725 -15%
DSC
663
Duncker Streett & Co
Missouri
$744K
SC
664
Scotia Capital
Ontario, Canada
$735K -$335K -4,530 -31%
WAP
665
Wealthcare Advisory Partners
Pennsylvania
$733K -$21.1K -285 -3%
OC
666
Oakworth Capital
Alabama
$726K -$33.1K -448 -4%
FWCM
667
Ferguson Wellman Capital Management
Oregon
$725K
BFA
668
Beaumont Financial Advisors
Massachusetts
$721K -$7.69K -104 -1%
SWA
669
Sax Wealth Advisors
New Jersey
$721K
1WM
670
1900 Wealth Management
Texas
$720K +$720K +9,742 New
FIM
671
Fernwood Investment Management
Massachusetts
$714K +$15.5K +210 +2%
TWM
672
Tradition Wealth Management
Minnesota
$713K
RC
673
RegentAtlantic Capital
New Jersey
$711K -$175K -2,364 -20%
JIC
674
Joel Isaacson & Co
New York
$708K +$18.7K +253 +3%
GWS
675
Glassman Wealth Services
Virginia
$707K