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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.

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
1
Lido Advisors
California
$155M
2
Mariner
2
Mariner
Kansas
$203M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$37M
4
LPL Financial
4
LPL Financial
California
$400M
5
BF
5
BOK Financial
Oklahoma
$28.9M

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$69M
2
Wells Fargo
2
Wells Fargo
California
$1.14B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.37B
4
WJA
4
Willis Johnson & Associates
Texas
$25M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$65.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
126
Kovitz Investment Group Partners
Illinois
$18.5M 250,941 +879 +0.4%
PRWA
127
Platte River Wealth Advisors
Colorado
$18.4M 249,543 +40,074 +19%
PSP
128
Principal Street Partners
Tennessee
$18.2M 245,832 +31,126 +14%
KL
129
KWMG LLC
Kansas
$18M 243,537 +3,410 +1%
FLA
130
Financial Life Advisors
Texas
$17.7M 239,138 +1,701 +0.7%
TW
131
Transform Wealth
Colorado
$17.4M 235,459 +1,351 +0.6%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$17.4M 235,134 +47,307 +25%
HF
133
Halpern Financial
Virginia
$16.9M 229,053 -8,143 -3%
FWP
134
FAS Wealth Partners
Kansas
$16.9M 228,380 -3,525 -2%
PCTC
135
Perkins Coie Trust Company
Washington
$16.8M 227,885 -17,988 -7%
DSA
136
Droms Strauss Advisors
Missouri
$16.8M 227,738 +600 +0.3%
IFS
137
Ifrah Financial Services
Arkansas
$16.8M 227,218 -6,567 -3%
CFG
138
Citizens Financial Group
Rhode Island
$16.8M 226,768 +14,420 +7%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$16.7M 225,597 -11,629 -5%
CA
140
Cetera Advisors
Colorado
$16.5M 222,565 +8,362 +4%
MFM
141
Mirsky Financial Management
New York
$16.4M 221,684 +1,566 +0.7%
CS
142
Comerica Securities
Michigan
$16.4M 221,557 -9,888 -4%
AIC
143
Ameritas Investment Company
Nebraska
$15.9M 215,578 +105,758 +96%
GIA
144
Gladstone Institutional Advisory
Florida
$15.7M 212,114 +38,033 +22%
AI
145
Atria Investments
North Carolina
$15.6M 211,030 +13,698 +7%
TFCP
146
Twin Focus Capital Partners
Massachusetts
$15.3M 207,245 +33,785 +19%
WP
147
WealthPLAN Partners
Nebraska
$15.1M 181,910 +26,238 +17%
FAIM
148
Financial Advocates Investment Management
Washington
$15M 202,758 +40,534 +25%
SAM
149
Silvercrest Asset Management
New York
$15M 202,731 +3,040 +2%
ECM
150
Evergreen Capital Management
Washington
$14.9M 202,016 +1,485 +0.7%
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