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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 %
GIA
801
Guyasuta Investment Advisors
Pennsylvania
$454K – – –
AIP
802
ARS Investment Partners
New York
$451K – – –
ACM
803
Advisors Capital Management
New Jersey
$450K – – –
EIA
804
Eldridge Investment Advisors
New Hampshire
$450K – – –
LHC
805
Little House Capital
Massachusetts
$446K – – –
LJAC
806
L.J. Altfest & Co
New York
$443K – – –
FFA
807
Freedman Financial Associates
Massachusetts
$443K +$148 +2 +0%
CPFP
808
Clear Perspectives Financial Planning
Ohio
$441K -$37K -500 -8%
AWM
809
Affinity Wealth Management
Delaware
$439K -$48.3K -662 -10%
WTB
810
Washington Trust Bank
Washington
$439K – – –
PPP
811
Private Portfolio Partners
New Jersey
$439K -$74 -1 -0%
CGA
812
Crescent Grove Advisors
Illinois
$438K -$82.1K -1,112 -16%
LWM
813
Liberty Wealth Management
California
$438K +$235K +3,180 +116%
HWA
814
HCR Wealth Advisors
California
$436K – – –
VBFG
815
Vishria Bird Financial Group
Tennessee
$435K – – –
FPIS
816
Financial Planning & Information Services
Wisconsin
$430K -$4.81K -65 -1%
TCA
817
Transcend Capital Advisors
New Jersey
$429K -$180K -2,272 -30%
AC
818
Abbrea Capital
California
$428K -$109K -1,470 -20%
MWA
819
Martel Wealth Advisors
Washington
$427K -$32.8K -474 -7%
LG
820
Leuthold Group
Minnesota
$423K +$161K +2,176 +61%
OPWM
821
Oakwell Private Wealth Management
Texas
$422K -$11.8K -160 -3%
BC
822
Brio Consultants
California
$420K +$148 +2 +0%
ACG
823
Allen Capital Group
Nebraska
$419K +$13.8K +187 +3%
ONST
824
Old North State Trust
North Carolina
$418K -$63.9K -864 -13%
SFG
825
SNS Financial Group
Minnesota
$416K -$5.4K -73 -1%
31 32
33
34 35