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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 %
CCM
376
Colorado Capital Management
Colorado
$3.6M -$191K -2,280 -5%
AAP
377
Arax Advisory Partners
Colorado
$3.56M -$310K -3,703 -8%
WIA
378
World Investment Advisors
California
$3.53M -$22.9M -301,211 -87%
ANTB
379
AMG National Trust Bank
Colorado
$3.51M -$144K -1,726 -4%
MFC
380
Morris Financial Concepts
South Carolina
$3.5M +$3.5M +41,864 New
CIC
381
Chilton Investment Company
Connecticut
$3.48M – – –
BFEC
382
Benjamin F. Edwards & Company
Missouri
$3.46M +$2.14M +25,562 +162%
CCP
383
Corient Capital Partners
California
$3.44M – – –
CIC
384
Carnegie Investment Counsel
Ohio
$3.43M -$94.5K -1,130 -3%
MFG
385
Merit Financial Group
Georgia
$3.43M -$261K -3,120 -7%
PAS
386
Park Avenue Securities
New York
$3.43M -$177K -2,112 -5%
WAG
387
Winthrop Advisory Group
Massachusetts
$3.42M -$1.42K -17 -0%
LNWTC
388
Laird Norton Wetherby Trust Company
Washington
$3.37M -$1.5M -17,937 -31%
GCM
389
Gables Capital Management
Florida
$3.36M – – –
APWM
390
Atlas Private Wealth Management
New York
$3.36M -$93.6K -1,119 -3%
HTC
391
Haverford Trust Company
Pennsylvania
$3.36M -$54K -645 -2%
IWA
392
IBEX Wealth Advisors
New Jersey
$3.33M -$14.6K -174 -0.4%
EFS
393
Essex Financial Services
Connecticut
$3.32M -$18.7K -223 -0.6%
DWT
394
Dorsey & Whitney Trust
South Dakota
$3.32M – – –
CWAG
395
Compton Wealth Advisory Group
Virginia
$3.3M +$58.4K +698 +2%
CI
396
Conning Inc
Connecticut
$3.28M -$323K -3,865 -9%
WT
397
Whittier Trust
California
$3.28M +$34.1K +408 +1%
GVAG
398
Great Valley Advisor Group
Delaware
$3.25M +$362K +4,327 +13%
WSFS
399
Wilmington Savings Fund Society
Delaware
$3.23M +$55K +657 +2%
MCA
400
MSH Capital Advisors
Arizona
$3.22M +$3.22M +38,467 New
14 15
16
17 18