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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.

New
Increased
Maintained
Reduced
Closed
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
BFG
1
Barber Financial Group
Kansas
$85.5M
2
LPL Financial
2
LPL Financial
California
$518M
3
PIM
3
Parker Investment Management
California
$125M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.87B
5
Mariner
5
Mariner
Kansas
$283M

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 Holding Trade Value Shares
Change 		Shares
Change %
CIAS
301
Capital Investment Advisory Services
North Carolina
$5.34M +$131K +1,561 +3%
TA
302
Tiedemann Advisors
New York
$5.32M -$82.1K -981 -2%
AL
303
ACAS LLC
California
$5.32M -$66.4K -793 -1%
CWM
304
Calamos Wealth Management
Illinois
$5.27M +$285K +3,407 +6%
CA
305
Clearstead Advisors
Ohio
$5.19M – – –
LF
306
Lee Financial
Texas
$5.19M +$418 +5 +0%
TCB
307
Texas Capital Bancshares
Texas
$5.16M +$183K +2,183 +4%
NAM
308
NTV Asset Management
West Virginia
$5.16M -$8.37K -100 -0.2%
PWA
309
Peterson Wealth Advisors
Utah
$5.15M -$28.5K -340 -0.5%
KOC
310
Koss-Olinger Consulting
Florida
$5.14M -$103K -1,233 -2%
CRC
311
Curi RMB Capital
Illinois
$5.09M -$9.37K -112 -0.2%
RB
312
Renasant Bank
Mississippi
$5.07M -$870K -10,399 -15%
GFP
313
Gryphon Financial Partners
Ohio
$5.05M +$2.8M +33,520 +125%
ST
314
Smithfield Trust
Pennsylvania
$4.92M -$63.8K -764 -1%
MWM
315
Meridian Wealth Management
Kentucky
$4.88M +$8.45K +101 +0.2%
Asset Management One
316
Asset Management One
Japan
$4.85M +$3.49M +41,300 +257%
RJT
317
Raymond James Trust
Florida
$4.84M +$280K +3,341 +6%
KFAA
318
Klaas Financial Asset Advisors
Illinois
$4.84M -$628K -7,509 -11%
COCM
319
Charter Oak Capital Management
New Hampshire
$4.83M -$85.8K -1,026 -2%
JHCP
320
Jackson Hole Capital Partners
Oklahoma
$4.81M +$23.1K +276 +0.5%
AWP
321
Ascent Wealth Partners
New York
$4.8M +$5.1K +61 +0.1%
PFS
322
Prospera Financial Services
Texas
$4.79M +$873K +10,429 +22%
SWMP
323
Signature Wealth Management Partners
New Jersey
$4.76M +$91.9K +1,098 +2%
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
$4.75M -$3.22M -38,485 -40%
5L
325
55I LLC
Massachusetts
$4.75M -$1.31M -15,655 -22%
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