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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 %
CFG
676
Cooper Financial Group
California
$702K +$1.48K +20 +0.2%
GSEP
677
Golden State Equity Partners
California
$702K +$54.1K +732 +8%
SIC
678
Samalin Investment Counsel
New York
$701K -$36.4K -492 -5%
CB
679
CNB Bank
Pennsylvania
$695K – – –
GP
680
Girard Partners
Pennsylvania
$692K -$16.9K -228 -2%
CANC
681
Culbertson A N & Co
Virginia
$688K – – –
MCM
682
Mengis Capital Management
Oregon
$686K – – –
FCFS
683
First Command Financial Services
Texas
$685K -$37K -500 -5%
FCB
684
First Command Bank
Texas
$685K -$37K -500 -5%
TI
685
tru Independence
Oregon
$684K +$684K +9,258 New
HCA
686
Heck Capital Advisors
Wisconsin
$684K -$126K -1,704 -16%
GEA
687
Glen Eagle Advisors
New Jersey
$683K – – –
TWP
688
TFO Wealth Partners
Ohio
$680K -$25.3K -342 -4%
AFG
689
Albion Financial Group
Utah
$680K – – –
JFG
690
JMG Financial Group
Illinois
$679K -$159K -2,158 -19%
BCP
691
Blue Chip Partners
Michigan
$670K -$2.44K -33 -0.4%
RMCM
692
Reynders McVeigh Capital Management
Massachusetts
$670K – – –
SDWMA
693
Schneider Downs Wealth Management Advisors
Pennsylvania
$670K +$8.58K +116 +1%
BFG
694
Berger Financial Group
Minnesota
$667K – – –
KFA
695
Kelleher Financial Advisors
New York
$665K +$665K +9,000 New
PA
696
Pinnacle Associates
New York
$664K – – –
CGPCS
697
Capital Group Private Client Services
California
$662K +$662K +8,959 New
WSTAM
698
Wilbanks Smith & Thomas Asset Management
Virginia
$657K – – –
TC
699
TAP Consulting
Missouri
$655K -$7.32K -99 -1%
PA
700
PFG Advisors
Arizona
$649K -$19.3K -261 -3%
26 27
28
29 30