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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,344 hedge funds and large institutions have $26.6B invested in iShares S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 385 increasing their positions, 426 reducing their positions, and 38 closing their positions.

Holders
1,344
Holders Change
+186
Holders Change %
+16.06%
% of All Funds
20.76%
Holding in Top 10
121
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21%
% of All Funds
1.87%
New
246
Increased
385
Reduced
426
Closed
38
Calls
$8.58M
Puts
$4.92M
Net Calls
+$3.66M
Net Calls Change
-$2.72M

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$215M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$114M
3
BFG
3
Barber Financial Group
Kansas
$85.5M
4
AT
4
Arvest Trust
Oklahoma
$77.2M
5
LPL Financial
5
LPL Financial
California
$518M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$155M
2
HI
2
Harbour Investments
Wisconsin
$7.43M
3
EH
3
Equitable Holdings
New York
$156M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$230M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$986M
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
226
LBMC Investment Advisors
Tennessee
$9.62M 114,920 +112,892 +5,567%
WAL
227
W Advisors LLC
Tennessee
$9.44M 112,830 +112,830 New
BFM
228
Broadview Financial Management
Wisconsin
$9.43M 112,732 -1,017 -0.9%
William Blair & Company
229
William Blair & Company
Illinois
$9.42M 112,583 -1,999 -2%
EWA
230
EP Wealth Advisors
California
$9.28M 110,922 -2,867 -3%
PP
231
Palladium Partners
Virginia
$9.27M 110,788 +10,066 +10%
BRWA
232
B. Riley Wealth Advisors
Florida
$9.22M 110,126 +16,835 +18%
ACA
233
Ascension Capital Advisors
Texas
$9.02M 107,828 +107,828 New
Brown Advisory
234
Brown Advisory
Maryland
$9.02M 107,826 -4,070 -4%
TNBTD
235
Trustmark National Bank Trust Department
Mississippi
$9.01M 107,629 -335 -0.3%
CCFM
236
Clear Creek Financial Management
Washington
$9M 107,546 +104,600 +3,551%
CAM
237
Cresset Asset Management
Illinois
$8.84M 105,668 +39,757 +60%
FTS
238
Fifth Third Securities
Ohio
$8.81M 105,296 +2,209 +2%
PL
239
Polianta Ltd
Jersey
$8.77M 104,800 -1,800 -2%
PBO
240
Peoples Bank (Ohio)
Ohio
$8.52M 101,839 -2,989 -3%
TF
241
TIAA FSB
Florida
$8.51M 101,665 +606 +0.6%
EWM
242
EPG Wealth Management
Georgia
$8.49M 101,422 +375 +0.4%
KP
243
Keel Point
Alabama
$8.41M 100,520 -2,822 -3%
HCM
244
Howard Capital Management
Georgia
$8.35M 88,940 -3,367 -4%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$8.25M 98,602 +17,200 +21%
GT
246
Glenmede Trust
Pennsylvania
$8.18M 97,798 -6,457 -6%
BBHBI
247
B, B, H, & B Inc
Alabama
$8.05M 96,219 +4,891 +5%
JWA
248
JFS Wealth Advisors
Pennsylvania
$7.95M 95,015 +24,890 +35%
MIAN
249
Mariner Independent Advisor Network
Kansas
$7.73M 92,094 -39,669 -30%
FMN
250
Financial Management Network
California
$7.7M 92,213 -1,664 -2%
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