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iShares S&P 500 Growth ETF

1,132 hedge funds and large institutions have $22.4B invested in iShares S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 338 increasing their positions, 449 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
+36
Holders Change %
+3.28%
% of All Funds
19.76%
Holding in Top 10
94
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.62%
% of All Funds
1.64%
New
86
Increased
338
Reduced
449
Closed
36
Calls
$13.6M
Puts
$2.32M
Net Calls
+$11.3M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
WLPWM
876
Walled Lake Planning & Wealth Management
Illinois
$313K -$509 -7 -0.2%
CCA
877
Clearwater Capital Advisors
Illinois
$312K
MAG
878
MRA Advisory Group
New Jersey
$310K -$15.5K -213 -5%
WH
879
Whitcomb & Hess
Ohio
$309K +$309K +4,245 New
UWPG
880
Ullmann Wealth Partners Group
Florida
$307K
CWS
881
Cypress Wealth Services
California
$306K -$232K -3,184 -43%
NHC
882
Nicholas Hoffman & Company
Georgia
$306K +$582 +8 +0.2%
ZF
883
Zhang Financial
Michigan
$306K +$18.8K +258 +7%
JCM
884
Jag Capital Management
Missouri
$305K -$20.7K -285 -6%
CCM
885
Condor Capital Management
New Jersey
$303K -$25.7K -354 -8%
GPA
886
Garrison Point Advisors
California
$303K +$2.91K +40 +1%
BTWM
887
Baker Tilly Wealth Management
Wisconsin
$303K +$5.52K +76 +2%
SSW
888
Smith Shellnut Wilson
Mississippi
$302K
BA
889
Bluesphere Advisors
Pennsylvania
$301K -$15.4K -212 -5%
RFWA
890
RPg Family Wealth Advisory
Massachusetts
$300K +$300K +4,128 New
AWM
891
Accurate Wealth Management
Florida
$300K +$300K +4,129 New
FWM
892
Filbrandt Wealth Management
Wisconsin
$298K
OCM
893
Oakwood Capital Management
California
$297K +$10.9K +150 +4%
CWA
894
Cornerstone Wealth Advisors
Minnesota
$292K
TF
895
TRH Financial
Iowa
$292K +$363 +5 +0.1%
MFG
896
MidWestOne Financial Group
Iowa
$292K +$292K +4,016 New
BIM
897
Baldwin Investment Management
Pennsylvania
$291K
MMG
898
Monetary Management Group
Missouri
$291K
VC
899
Veery Capital
Delaware
$291K +$49.6K +682 +21%
GJIC
900
Gamble Jones Investment Counsel
California
$289K