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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.

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 Market Value Shares Shares
Change
Shares
Change %
1W
1001
1776 Wealth
Georgia
$222K 3,000 -960 -24%
ML
1002
McAdam LLC
Pennsylvania
$221K 2,993 -301 -9%
NWS
1003
Newport Wealth Strategies
California
$221K 2,988
SFO
1004
Stokes Family Office
Louisiana
$219K 2,957
SIS
1005
SVB Investment Services
Utah
$219K 2,960
CCFM
1006
Clear Creek Financial Management
Washington
$218K 2,946
PCM
1007
Parsons Capital Management
Rhode Island
$217K 2,940
SAM
1008
SP Asset Management
California
$217K 2,738 +4 +0.1%
FNB
1009
Farmers National Bank
Kentucky
$212K 3,320 +3,320 New
CCP
1010
Clarkston Capital Partners
Michigan
$208K 2,818
IA
1011
IFG Advisory
Georgia
$207K 2,810 +2,810 New
FCFC
1012
First Citizens Financial Corp
Iowa
$206K 2,785 +2,785 New
TC
1013
Telemus Capital
Michigan
$205K 2,772 -35,020 -93%
BO
1014
Bank OZK
Arkansas
$204K 2,768 -190 -6%
SHGA
1015
Sand Hill Global Advisors
California
$204K 2,761 -131 -5%
TFS
1016
Thoroughbred Financial Services
Tennessee
$203K 2,747 -345 -11%
TCMP
1017
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K 2,744 -24 -0.9%
OCPWS
1018
One Charles Private Wealth Services
Massachusetts
$203K 2,743 +2,743 New
PCH
1019
PGIM Custom Harvest
New Jersey
$203K 2,743 +2,743 New
SFM
1020
Signet Financial Management
New Jersey
$203K 2,749 +2,749 New
RVPG
1021
Relative Value Partners Group
$203K 2,752 +2,752 New
BWP
1022
BSW Wealth Partners
Colorado
$202K 2,728 +2,728 New
OC
1023
Oarsman Capital
Wisconsin
$202K 2,728 +2,728 New
SIM
1024
Sonora Investment Management
Arizona
$197K 2,664
CAAS
1025
Capital Asset Advisory Services
Michigan
$190K 2,571 +1 +0%