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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 %
IFAM
901
Institutional & Family Asset Management
Colorado
$313K -$383K -5,181 -55%
UWPG
902
Ullmann Wealth Partners Group
Florida
$312K
BA
903
Bluesphere Advisors
Pennsylvania
$312K +$5.99K +81 +2%
ZF
904
Zhang Financial
Michigan
$311K
NHC
905
Nicholas Hoffman & Company
Georgia
$311K
JCM
906
Jag Capital Management
Missouri
$311K +$1.03K +14 +0.3%
GPA
907
Garrison Point Advisors
California
$311K +$2.96K +40 +1%
CA
908
Continuum Advisory
Idaho
$307K -$60.7K -820 -17%
SC
909
Sierra Capital
Florida
$306K +$306K +3,800 New
RFWA
910
RPg Family Wealth Advisory
Massachusetts
$305K
FWM
911
Filbrandt Wealth Management
Wisconsin
$303K
ECG
912
Edge Capital Group
Georgia
$303K +$303K +4,104 New
CCA
913
Clearwater Capital Advisors
Illinois
$302K -$14.8K -200 -5%
SSW
914
Smith Shellnut Wilson
Mississippi
$302K -$4.73K -64 -2%
FWI
915
Facet Wealth Inc
Maryland
$302K +$39.9K +540 +15%
MAG
916
MRA Advisory Group
New Jersey
$300K -$14.5K -196 -5%
MOS
917
MGO One Seven
Ohio
$300K +$9.67K +120 +3%
MFG
918
MidWestOne Financial Group
Iowa
$297K
TF
919
TRH Financial
Iowa
$297K +$443 +6 +0.1%
VC
920
Veery Capital
Delaware
$297K +$887 +12 +0.3%
BIM
921
Baldwin Investment Management
Pennsylvania
$296K
CWA
922
Cornerstone Wealth Advisors
Minnesota
$296K
MMG
923
Monetary Management Group
Missouri
$296K
WHG
924
Westwood Holdings Group
Texas
$295K -$30.3K -411 -9%
GJIC
925
Gamble Jones Investment Counsel
California
$294K