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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$155M
2
HI
Harbour Investments
Wisconsin
$7.43M
3
EH
Equitable Holdings
New York
$156M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$230M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$986M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
326
St. Clair Advisors
Ohio
$4.74M -$292K -3,490 -6%
ATPW
327
Ashton Thomas Private Wealth
Arizona
$4.69M +$748K +8,941 +19%
TFF
328
The Family Firm
Maryland
$4.69M -$61.7K -737 -1%
NCM
329
Narwhal Capital Management
Georgia
$4.69M – – –
KPWS
330
Kestra Private Wealth Services
Texas
$4.67M +$1.43M +17,096 +44%
EF
331
Empowered Funds
Pennsylvania
$4.65M +$4.65M +55,590 New
SCM
332
Stordahl Capital Management
Colorado
$4.62M -$74K -884 -2%
BFS
333
Bard Financial Services
Connecticut
$4.6M – – –
GLLW
334
Graves Light Lenhart Wealth
Virginia
$4.6M +$260K +3,108 +6%
FFN
335
Focus Financial Network
Minnesota
$4.57M +$13.4K +160 +0.3%
AllianceBernstein
336
AllianceBernstein
Tennessee
$4.57M -$2.68M -32,035 -37%
NB
337
Northwest Bancshares
Pennsylvania
$4.55M +$163K +1,952 +4%
RA
338
RiverTree Advisors
Florida
$4.53M +$259K +3,093 +6%
IP
339
Investment Partners
Ohio
$4.51M -$17.3K -207 -0.4%
MCC
340
Money Concepts Capital
Florida
$4.51M +$4.51M +53,924 New
AMG
341
Asset Management Group
Connecticut
$4.46M -$378K -4,514 -8%
IWC
342
Integrated Wealth Concepts
Massachusetts
$4.46M -$419K -5,004 -9%
NFC
343
Northeast Financial Consultants
Connecticut
$4.46M +$10.2K +122 +0.2%
CFA
344
Carroll Financial Associates
North Carolina
$4.34M -$3.36M -39,668 -44%
AB
345
Atlas Brown
Kentucky
$4.31M -$70.2K -839 -2%
BDF
346
Balasa Dinverno & Foltz
$4.31M -$223K -2,666 -5%
VWM
347
Valley Wealth Managers
New Jersey
$4.3M -$9.54K -114 -0.2%
SC
348
Savant Capital
Illinois
$4.29M +$271K +3,239 +7%
MW
349
Marcum Wealth
Ohio
$4.28M +$4.28M +51,195 New
UBG
350
United Bank (Georgia)
Georgia
$4.26M +$297K +3,549 +7%
12 13
14
15 16