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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 %
MI
826
Moneywise Inc
Virginia
$414K -$5.25K -71 -1%
EE
827
EWG Elevate
California
$413K +$172K +2,322 +71%
BTWM
828
Baker Tilly Wealth Management
Wisconsin
$412K +$103K +1,397 +33%
RRWA
829
Rainey & Randall Wealth Advisors
Florida
$410K +$27.3K +369 +7%
PL
830
Parthenon LLC
Kentucky
$405K – – –
FDS
831
Freedom Day Solutions
Texas
$403K -$55K -743 -12%
WA1
832
Wimmer Associates 1
California
$399K – – –
Qube Research & Technologies (QRT)
833
Qube Research & Technologies (QRT)
United Kingdom
$399K +$399K +5,393 New
KFI
834
Key Financial Inc
Pennsylvania
$398K – – –
KF
835
Krilogy Financial
Missouri
$397K +$124K +1,677 +45%
PAM
836
Palisade Asset Management
Minnesota
$396K – – –
WCM
837
WealthBridge Capital Management
Ohio
$394K +$23.7K +321 +6%
PWP
838
Principle Wealth Partners
Connecticut
$393K – – –
RBC
839
Roble Belko & Company
Pennsylvania
$391K – – –
VWA
840
V Wealth Advisors
Kansas
$390K -$44.4K -601 -10%
WWM
841
WT Wealth Management
Arizona
$390K +$6.8K +92 +2%
3LCM
842
3D/L Capital Management
Connecticut
$390K +$14.2K +192 +4%
EB
843
Eastern Bank
Massachusetts
$388K – – –
AA
844
Ancora Advisors
Ohio
$386K -$41.6K -562 -10%
CWM
845
Chesapeake Wealth Management
Virginia
$386K -$24.4K -330 -6%
NL
846
Navalign LLC
California
$385K -$664 -9 -0.2%
WAM
847
WNY Asset Management
New York
$383K -$2.07K -28 -0.5%
CFO
848
CVA Family Office
Colorado
$381K -$1.14M -4,950 -75%
Betterment LLC
849
Betterment LLC
New York
$381K – – –
ACM
850
Alpha Capital Management
Texas
$380K -$43K -582 -10%
32 33
34
35 36