IVW icon

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 %
KFS
926
Kaizen Financial Strategies
California
$294K +$294K +3,976 New
FI
927
Financial Insights
Washington
$293K
CCB
928
Cutter & Co Brokerage
Missouri
$293K +$369 +5 +0.1%
TA
929
TruWealth Advisors
Louisiana
$291K
PGA
930
Portland Global Advisors
Maine
$290K
KCM
931
Karp Capital Management
California
$290K
CP
932
Covenant Partners
Tennessee
$289K -$82.1K -1,110 -22%
CFAM
933
Center For Asset Management
Florida
$288K -$2.21K -30 -0.8%
JF
934
JSF Financial
California
$284K
CSM
935
CAMG Solamere Management
North Carolina
$282K
CCM
936
Condor Capital Management
New Jersey
$281K -$26.9K -365 -9%
CAN
937
Claraphi Advisory Network
United States
$281K
WTC
938
WhitTier Trust Company
Nevada
$281K +$281K +3,804 New
OHIS
939
Oak Harvest Investment Services
Texas
$277K -$4.22K -57 -2%
SMA
940
Sage Mountain Advisors
Georgia
$276K
BCA
941
Bay Colony Advisors
Massachusetts
$276K +$370 +5 +0.1%
LRIA
942
Leonard Rickey Investment Advisors
Washington
$275K -$592 -8 -0.2%
RDFA
943
Ritter Daniher Financial Advisory
Ohio
$274K +$145K +1,955 +112%
Fisher Asset Management
944
Fisher Asset Management
Washington
$272K -$239K -3,234 -47%
WH
945
Whitcomb & Hess
Ohio
$272K -$41.8K -565 -13%
SGK
946
Steigerwald Gordon & Koch
Virginia
$272K
MFT
947
Moisand Fitzgerald Tamayo
Florida
$272K
SC
948
Steph & Co
Wisconsin
$271K
GG
949
Gofen & Glossberg
Illinois
$270K -$3.7K -50 -1%
CAM
950
Covenant Asset Management
New Jersey
$270K