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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 %
DY
576
Dowling & Yahnke
California
$1.41M -$8.37K -100 -0.6%
CC
577
Chicago Capital
Illinois
$1.4M – – –
CIR
578
Clear Investment Research
Georgia
$1.4M -$101K -1,204 -7%
KAH
579
Kathryn A. Hall
$1.39M – – –
WAM
580
Wallington Asset Management
Indiana
$1.38M – – –
VVP
581
Venture Visionary Partners
Ohio
$1.37M -$27.9K -334 -2%
LC
582
LTG Capital
Massachusetts
$1.36M +$1.36M +16,287 New
JFA
583
JNBA Financial Advisors
Minnesota
$1.36M -$15K -179 -1%
MGWM
584
Marks Group Wealth Management
Minnesota
$1.36M – – –
9WM
585
9258 Wealth Management
Ohio
$1.35M +$257K +3,077 +23%
JGC
586
J. Goldman & Co
New York
$1.34M +$352K +4,211 +36%
FPS
587
Fieldpoint Private Securities
Connecticut
$1.34M – – –
IIC
588
Integrated Investment Consultants
Michigan
$1.33M -$19.2K -229 -1%
BRWM
589
B. Riley Wealth Management
Tennessee
$1.33M -$5.94K -71 -0.4%
GMA
590
Goldstein Munger & Associates
California
$1.33M – – –
NCM
591
Novare Capital Management
North Carolina
$1.33M +$1.33M +15,912 New
PMG
592
ProVise Management Group
Florida
$1.33M -$142K -1,702 -10%
LWCFA
593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M -$686K -8,201 -34%
RW
594
REDW Wealth
New Mexico
$1.32M -$7.2K -86 -0.5%
NEPWA
595
New England Private Wealth Advisors
Massachusetts
$1.32M +$418 +5 +0%
BAG
596
Briggs Advisory Group
Rhode Island
$1.32M +$1.32M +15,716 New
BFM
597
Boston Financial Management
Massachusetts
$1.31M – – –
GT
598
Glenview Trust
Kentucky
$1.31M +$133K +1,585 +11%
MCM
599
Mattern Capital Management
Colorado
$1.31M +$51.6K +617 +4%
CAG
600
Crestwood Advisors Group
Massachusetts
$1.3M -$4.18K -50 -0.3%
22 23
24
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