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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
+$64.7M
3
PIM
Parker Investment Management
California
+$59.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$58.5M
5
Mariner
Mariner
Kansas
+$53.6M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$129M
2
HI
Harbour Investments
Wisconsin
-$41.3M
3
EH
Equitable Holdings
New York
-$39.5M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$36.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
501
Meridian Wealth Advisors
Texas
$1.98M +$2.09K +25 +0.1%
Deutsche Bank
502
Deutsche Bank
Germany
$1.97M – – –
AWM
503
Atticus Wealth Management
Florida
$1.97M +$59.6K +712 +3%
CLG
504
Cooperman Leon G
$1.94M – – –
LSPW
505
Lake Street Private Wealth
Illinois
$1.94M +$416K +4,977 +27%
AF
506
Alerus Financial
North Dakota
$1.93M -$56.1K -670 -3%
ACI
507
Alpha Cubed Investments
California
$1.93M – – –
BP
508
Ballentine Partners
Massachusetts
$1.91M – – –
HPC
509
HM Payson & Co
Maine
$1.89M +$19.1K +228 +1%
KWM
510
Kaydan Wealth Management
Michigan
$1.87M +$1.87M +22,324 New
HT
511
Heritage Trust
Oklahoma
$1.86M +$168K +2,012 +10%
BFAG
512
Blackston Financial Advisory Group
Florida
$1.86M +$1.86M +22,217 New
MSWMA
513
Market Street Wealth Management Advisors
Indiana
$1.83M – – –
TA
514
Townsend & Associates
Colorado
$1.83M +$72.2K +909 +4%
JWM
515
JGP Wealth Management
Oregon
$1.83M +$13K +161 +0.7%
AWE
516
Avidian Wealth Enterprises
Texas
$1.82M +$1.82M +21,726 New
AWA
517
Arete Wealth Advisors
Illinois
$1.82M -$283K -3,384 -13%
LWAC
518
Laurel Wealth Advisors (California)
California
$1.81M +$22.3K +266 +1%
BWP
519
Bernardo Wealth Planning
Pennsylvania
$1.79M – – –
HR
520
Hayden Royal
North Carolina
$1.79M -$109K -1,297 -6%
ESB
521
Essex Savings Bank
Connecticut
$1.78M – – –
PFA
522
Pathway Financial Advisors
Vermont
$1.78M +$1.78M +23,251 New
MSA
523
Marino Stram & Associates
Massachusetts
$1.78M +$21.1K +252 +1%
SFG
524
Summit Financial Group
West Virginia
$1.77M – – –
CWA
525
Consilio Wealth Advisors
Washington
$1.72M +$1.72M +20,551 New
19 20
21
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