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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 %
WF
776
Welch & Forbes
Massachusetts
$497K
LWANC
777
Laurel Wealth Advisors (North Carolina)
North Carolina
$496K +$5.91K +80 +1%
ACA
778
Affinity Capital Advisors
California
$495K -$9.75K -132 -2%
MSFS
779
Main Street Financial Solutions
Pennsylvania
$495K +$152K +2,049 +44%
GGS
780
Galvin Gaustad & Stein
Arizona
$490K -$25.9K -351 -5%
AWS
781
AJ Wealth Strategies
New York
$490K
CAM
782
Concorde Asset Management
Michigan
$489K +$28.6K +387 +6%
JFGIW
783
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$488K -$2.96K -40 -0.6%
OPW
784
Oxler Private Wealth
New York
$488K
WA
785
WBH Advisory
Maryland
$486K +$296 +4 +0.1%
VC
786
Veracity Capital
Georgia
$482K -$27.1K -367 -5%
IWP
787
Icon Wealth Partners
Texas
$481K -$32.5K -440 -6%
TF
788
Tompkins Financial
New York
$480K +$480K +6,496 New
WCM
789
Wealthcare Capital Management
Virginia
$477K -$16.8K -227 -3%
TC
790
Truvestments Capital
Florida
$476K +$591 +8 +0.1%
OFG
791
Oxford Financial Group
Indiana
$473K
LB
792
Legacy Bridge
Iowa
$472K +$16.3K +220 +4%
PO
793
Private Ocean
California
$470K
CWP
794
Corepath Wealth Partners
Arizona
$468K -$2.6K -35 -0.6%
AI
795
Accredited Investors
Minnesota
$461K
DT
796
Diversified Trust
Tennessee
$460K -$303K -4,093 -40%
TW
797
TrinityPoint Wealth
Connecticut
$460K
BW
798
Bison Wealth
Georgia
$459K -$8.88K -120 -2%
BMWM
799
Brown Miller Wealth Management
Virginia
$459K +$459K +6,214 New
MWP
800
Madison Wealth Partners
Wisconsin
$455K +$23.2K +313 +5%