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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 %
TIM
976
Tortoise Investment Management
New York
$245K – – –
PCIA
977
Prime Capital Investment Advisors
Kansas
$244K -$115K -1,552 -32%
BC
978
Burney Company
Virginia
$244K -$14.5K -196 -6%
HSWM
979
Hubbell Strickland Wealth Management
Louisiana
$244K +$369 +5 +0.2%
DLCIG
980
D.L. Carlson Investment Group
New Hampshire
$244K +$244K +3,305 New
BCI
981
Brinker Capital Investments
Pennsylvania
$242K – – –
MKC
982
M. Kraus & Co
Vermont
$240K – – –
GCA
983
Gradient Capital Advisors
California
$239K – – –
AAM
984
Augustine Asset Management
Florida
$237K -$9.47K -128 -4%
QAM
985
QCI Asset Management
New York
$237K – – –
SWM
986
Selective Wealth Management
Virginia
$237K +$237K +3,204 New
BFA
987
Bragg Financial Advisors
North Carolina
$235K +$235K +3,181 New
TCOV
988
Trust Company of Vermont
Vermont
$234K – – –
JIP
989
Jaffetilchin Investment Partners
Florida
$232K -$560K -7,575 -71%
BWL
990
Bogart Wealth LLC
Virginia
$232K +$38.4K +521 +20%
FMTC
991
Farmers & Merchants Trust Company
California
$229K -$14.8K -200 -6%
AA
992
Aufman Associates
Pennsylvania
$229K – – –
WT
993
Washington Trust
Rhode Island
$228K -$1.33K -18 -0.6%
HFS
994
Howard Financial Services
Texas
$228K +$6.06K +82 +3%
SRC
995
Shufro Rose & Co
New York
$226K – – –
GLA
996
Good Life Advisors
Pennsylvania
$226K +$226K +3,064 New
MC
997
Moors & Cabot
Massachusetts
$225K -$74 -1 -0%
KCPG
998
Kavar Capital Partners Group
Kansas
$225K – – –
SW
999
SkyOak Wealth
Michigan
$225K +$3.99K +54 +2%
PMFA
1000
Plante Moran Financial Advisors
Michigan
$224K – – –
38 39
40
41 42