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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 %
MM
751
Meridian Management
Arkansas
$532K – – –
SIC
752
Salem Investment Counselors
North Carolina
$532K – – –
KWM
753
Kingsview Wealth Management
Oregon
$532K +$20.9K +283 +4%
SFA
754
Sequoia Financial Advisors
Ohio
$531K -$12.3M -166,047 -96%
RIA
755
Realta Investment Advisors
Delaware
$531K -$13.4K -182 -2%
Marshall Wace
756
Marshall Wace
United Kingdom
$529K -$404K -5,465 -43%
IIC
757
Ironwood Investment Counsel
Arizona
$526K +$295 +4 +0.1%
AIP
758
Almanack Investment Partners
Pennsylvania
$524K +$524K +7,083 New
WIC
759
Whitegate Investment Counselors
New Hampshire
$523K -$53.6K -724 -9%
BWM
760
BerganKDV Wealth Management
Minnesota
$523K -$14.1K -190 -3%
AP
761
Advisor Partners
California
$519K – – –
MC
762
Middleton & Co
Massachusetts
$519K +$45.1K +610 +10%
HCM
763
Harvey Capital Management
Florida
$517K – – –
BBPWM
764
Blue Bell Private Wealth Management
Pennsylvania
$516K – – –
FAM
765
Formidable Asset Management
Ohio
$510K -$302K -4,088 -37%
CTA
766
Chesley Taft & Associates
Illinois
$510K – – –
DWM
767
Darwin Wealth Management
Florida
$510K +$888 +12 +0.2%
RWA
768
Ropes Wealth Advisors
Massachusetts
$509K – – –
ST
769
Sabal Trust
Florida
$504K – – –
PIFP
770
Partners in Financial Planning
Virginia
$503K -$2.29K -31 -0.5%
JGIA
771
Jackson Grant Investment Advisers
Connecticut
$502K +$739 +10 +0.1%
Chevy Chase Trust
772
Chevy Chase Trust
Maryland
$502K +$127K +1,724 +34%
WG
773
Welch Group
Alabama
$501K -$13.3K -180 -3%
NP
774
NorthRock Partners
Minnesota
$498K -$46.5K -593 -9%
CCM
775
Covington Capital Management
California
$497K -$5.18K -70 -1%
29 30
31
32 33