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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 %
SIAM
601
Sterling Investment Advisors (Missouri)
Missouri
$1.28M -$85.4K -1,020 -6%
Qube Research & Technologies (QRT)
602
Qube Research & Technologies (QRT)
United Kingdom
$1.28M +$829K +9,911 +184%
GWM
603
GSB Wealth Management
Connecticut
$1.28M +$1.28M +15,297 New
TRIA
604
Trail Ridge Investment Advisors
Colorado
$1.28M +$1.28M +15,280 New
WCF
605
West Coast Financial
California
$1.28M -$4.35K -52 -0.3%
Legacy Financial Group (Iowa)
606
Legacy Financial Group (Iowa)
Iowa
$1.27M +$1.27M +15,654 New
PCG
607
Private Capital Group
Connecticut
$1.27M -$33.1K -396 -3%
AWA
608
Alta Wealth Advisors
Massachusetts
$1.26M – – –
PIM
609
Progressive Investment Management
Oregon
$1.25M – – –
MCM
610
McDonough Capital Management
Florida
$1.25M +$1.25M +14,937 New
ES
611
Eagle Strategies
New York
$1.25M +$1.25M +14,912 New
AC
612
AWM Capital
Arizona
$1.25M – – –
DCM
613
Dimension Capital Management
Florida
$1.23M -$617K -7,375 -33%
TWC
614
TD Waterhouse Canada
Ontario, Canada
$1.21M +$1.21M +11,789 New
BOH
615
Bank of Hawaii
Hawaii
$1.2M – – –
PAMG
616
Patton Albertson Miller Group
Tennessee
$1.2M +$84 +1 +0%
PCM
617
Perritt Capital Management
Illinois
$1.2M -$65.7K -785 -5%
CCMD
618
Cypress Capital Management (Delaware)
Delaware
$1.2M – – –
PCI
619
Planning Center Inc
Illinois
$1.2M +$1.2M +15,346 New
FPW
620
Flagship Private Wealth
Massachusetts
$1.19M +$84 +1 +0%
IAN
621
Integrated Advisors Network
Texas
$1.18M -$150K -1,793 -11%
WPC
622
White Pine Capital
Minnesota
$1.17M +$47.5K +568 +4%
MG
623
Mather Group
Illinois
$1.17M -$6.27K -75 -0.5%
MCWS
624
McKinley Carter Wealth Services
West Virginia
$1.17M -$34.5K -412 -3%
FAM
625
Frontier Asset Management
Wyoming
$1.16M +$1.16M +13,889 New
23 24
25
26 27