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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 %
BCWM
701
Bartlett & Co Wealth Management
Ohio
$647K -$137K -1,860 -18%
BC
702
Bartlett & Co
Ohio
$647K -$137K -1,860 -18%
SWA
703
SFMG Wealth Advisors
Texas
$644K
TFS
704
TrustCore Financial Services
Tennessee
$644K
ST
705
Sageworth Trust
Pennsylvania
$641K -$10.2K -138 -2%
HCM
706
HMS Capital Management
Tennessee
$637K -$98.3K -1,330 -13%
SXL
707
Summit X LLC
Missouri
$636K -$1.41K -19 -0.2%
EWM
708
Empirical Wealth Management
Washington
$632K +$632K +8,552 New
FC
709
Fusion Capital
South Carolina
$631K -$1.18K -16 -0.2%
DBT
710
Dubuque Bank & Trust
Iowa
$629K -$549K -7,424 -47%
MCM
711
Murphy Capital Management
New Jersey
$627K -$7.01K -95 -1%
VC
712
Vicus Capital
Pennsylvania
$624K -$15.1K -204 -2%
GI
713
GAMCO Investors
Connecticut
$621K
LNC
714
Lincoln National Corp
Pennsylvania
$619K -$362K -4,890 -37%
SSB
715
Sandy Spring Bank
Maryland
$618K -$104K -1,407 -14%
BOPW
716
Brandywine Oak Private Wealth
Pennsylvania
$617K
PWPS
717
Pinnacle Wealth Planning Services
Ohio
$617K +$361K +4,892 +141%
PB
718
Pinnacle Bancorp
Nebraska
$615K
TI
719
Trexquant Investment
Connecticut
$613K +$613K +8,299 New
WJWM
720
Williams Jones Wealth Management
New York
$612K
ADL
721
Asset Dedication LLC
California
$608K +$13.4K +182 +2%
OPS
722
Orion Portfolio Solutions
Nebraska
$608K +$78.6K +1,063 +15%
FPGK
723
Financial Partners Group (Kansas)
Kansas
$607K +$3.33K +45 +0.6%
EP
724
Edgestream Partners
New Jersey
$605K +$335K +4,539 +124%
AC
725
Addison Capital
Pennsylvania
$600K