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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 %
PWAG
201
Polaris Wealth Advisory Group
California
$9.34M 124,013 +1,886 +2%
DWP
202
Destiny Wealth Partners
Florida
$9.33M 126,213 -14,767 -10%
SFP
203
Sterling Financial Planning
New Jersey
$9.22M 124,784 +216 +0.2%
BWA
204
BDO Wealth Advisors
Florida
$9.19M 124,363 -2,207 -2%
WFA
205
Wellspring Financial Advisors
Ohio
$9.15M 123,840 -417 -0.3%
CCC
206
Crescent Capital Consulting
Louisiana
$9.01M 122,007 -19,708 -14%
OIA
207
OneDigital Investment Advisors
Kansas
$8.76M 118,513 -823 -0.7%
YIA
208
YHB Investment Advisors
Connecticut
$8.64M 116,933 +224 +0.2%
NA
209
NewEdge Advisors
Louisiana
$8.59M 116,202 +100,810 +655%
William Blair & Company
210
William Blair & Company
Illinois
$8.47M 114,582 +7,318 +7%
EWA
211
EP Wealth Advisors
California
$8.41M 113,789 +1,557 +1%
BFM
212
Broadview Financial Management
Wisconsin
$8.41M 113,749 -1,666 -1%
LFAS
213
Level Four Advisory Services
Texas
$8.32M 112,590 +16,717 +17%
SNT
214
Security National Trust
West Virginia
$8.32M 114,404
Brown Advisory
215
Brown Advisory
Maryland
$8.27M 111,896 -8,057 -7%
RFM
216
Royal Fund Management
Florida
$8.09M 109,514 +14,571 +15%
TNBTD
217
Trustmark National Bank Trust Department
Mississippi
$7.98M 107,964
HSBC Holdings
218
HSBC Holdings
United Kingdom
$7.96M 107,630 +107,630 New
PL
219
Polianta Ltd
Jersey
$7.88M 106,600 -80,000 -43%
PBO
220
Peoples Bank (Ohio)
Ohio
$7.75M 104,828 +4,065 +4%
FMW
221
Farr Miller & Washington
District of Columbia
$7.75M 104,792 -936 -0.9%
GT
222
Glenmede Trust
Pennsylvania
$7.71M 104,255 -1,553 -1%
KP
223
Keel Point
Alabama
$7.64M 103,342 -5,680 -5%
FTS
224
Fifth Third Securities
Ohio
$7.62M 103,087 +103,087 New
MA
225
Mutual Advisors
Nebraska
$7.52M 101,761 +2,010 +2%