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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 %
VHAM
726
Van Hulzen Asset Management
California
$600K +$11.1K +150 +2%
CIAS
727
CFS Investment Advisory Services
New Jersey
$596K +$596K +8,061 New
TPW
728
TL Private Wealth
Texas
$592K +$870 +11 +0.1%
MFG
729
Magnus Financial Group
New York
$592K +$12.1K +163 +2%
RWA
730
RGT Wealth Advisors
Texas
$591K -$68.6K -928 -10%
ICG
731
InterOcean Capital Group
Tennessee
$591K
ACP
732
Arcus Capital Partners
Georgia
$587K +$444 +6 +0.1%
AI
733
AXS Investments
New York
$587K +$587K +7,939 New
CA
734
Claro Advisors
Massachusetts
$585K
FNC
735
First National Corp
Massachusetts
$581K +$502K +6,797 +638%
SIC
736
Sigma Investment Counselors
Michigan
$579K -$11.1K -150 -2%
BWA
737
BlueSky Wealth Advisors
North Carolina
$578K
CT
738
Cambridge Trust
Massachusetts
$576K
TWM
739
Titus Wealth Management
California
$576K +$74 +1 +0%
WCG
740
Weaver Consulting Group
California
$575K
CMP
741
Courage Miller Partners
Virginia
$569K -$67.4K -912 -11%
GC
742
Gratus Capital
Georgia
$562K
FNBOSM
743
First National Bank of South Miami
Florida
$556K -$13.5K -182 -2%
SB
744
Sunflower Bank
Texas
$553K
DIA
745
Dana Investment Advisors
Wisconsin
$548K +$78.1K +1,056 +17%
PBF
746
Petix & Botte Financial
California
$544K +$278K +3,768 +105%
HCM
747
Hollencrest Capital Management
California
$542K -$119K -1,610 -18%
CCT
748
Country Club Trust
Missouri
$540K +$540K +7,248 New
CWG
749
Cornerstone Wealth Group
North Carolina
$537K +$74 +1 +0%
UBV
750
United Bank (Virginia)
Virginia
$532K