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iShares S&P 500 Growth ETF

1,132 hedge funds and large institutions have $22.4B invested in iShares S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 338 increasing their positions, 449 reducing their positions, and 36 closing their positions.

Holders
1,132
Holders Change
+36
Holders Change %
+3.28%
% of All Funds
19.76%
Holding in Top 10
94
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.62%
% of All Funds
1.64%
New
86
Increased
338
Reduced
449
Closed
36
Calls
$13.6M
Puts
$2.32M
Net Calls
+$11.3M
Net Calls Change
+$7.28M
Name Market Value Shares Shares
Change
Shares
Change %
BWA
201
BDO Wealth Advisors
Florida
$9.21M 126,570 -13,018 -9%
BOTW
202
Bank of the West
California
$9.14M 125,721 +2,191 +2%
SFP
203
Sterling Financial Planning
New Jersey
$9.06M 124,568 +3,558 +3%
WFA
204
Wellspring Financial Advisors
Ohio
$9.04M 124,257 +88,019 +243%
PWAG
205
Polaris Wealth Advisory Group
California
$8.91M 122,127 +122,127 New
Brown Advisory
206
Brown Advisory
Maryland
$8.72M 119,953 -3,842 -3%
OIA
207
OneDigital Investment Advisors
Kansas
$8.68M 119,336 +1,003 +0.8%
TCBWMS
208
Texas Capital Bank Wealth Management Services
Texas
$8.67M 119,176 -197,912 -62%
YIA
209
YHB Investment Advisors
Connecticut
$8.49M 116,709 +137 +0.1%
LIA
210
LBMC Investment Advisors
Tennessee
$8.47M 116,439 -3,959 -3%
BFM
211
Broadview Financial Management
Wisconsin
$8.39M 115,415 -2,431 -2%
SNT
212
Security National Trust
West Virginia
$8.32M 114,404 +1,172 +1%
EWA
213
EP Wealth Advisors
California
$8.16M 112,232 -12,157 -10%
NNP
214
Nachman Norwood & Parrott
South Carolina
$8.05M 110,745 -151 -0.1%
KP
215
Keel Point
Alabama
$7.93M 109,022 -5,232 -5%
TNBTD
216
Trustmark National Bank Trust Department
Mississippi
$7.85M 107,964
William Blair & Company
217
William Blair & Company
Illinois
$7.8M 107,264 -6,912 -6%
GT
218
Glenmede Trust
Pennsylvania
$7.69M 105,808 -14,188 -12%
FMW
219
Farr Miller & Washington
District of Columbia
$7.69M 105,728 +6,236 +6%
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$7.49M 103,035 -11,193 -10%
PP
221
Palladium Partners
Virginia
$7.39M 101,597 -605 -0.6%
TF
222
TIAA FSB
Florida
$7.35M 101,077 -1,191 -1%
PBO
223
Peoples Bank (Ohio)
Ohio
$7.33M 100,763 -2,219 -2%
EWM
224
EPG Wealth Management
Georgia
$7.31M 100,458 -47,064 -32%
MA
225
Mutual Advisors
Nebraska
$7.26M 99,751 +2,204 +2%