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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 %
CS
626
Capital Square
Tennessee
$1.16M -$28.8K -356 -2%
NCM
627
Next Capital Management
New York
$1.16M – – –
KCM
628
Kennicott Capital Management
California
$1.15M – – –
OIS
629
Okabena Investment Services
Minnesota
$1.15M +$1.15M +13,750 New
TIA
630
Tiemann Investment Advisors
California
$1.14M -$17.1K -204 -1%
CCT
631
Capital City Trust
Florida
$1.14M – – –
SIA
632
Sage Investment Advisers
New York
$1.13M +$1.13M +13,551 New
ATFA
633
All Terrain Financial Advisors
Minnesota
$1.13M – – –
MWM
634
Mission Wealth Management
California
$1.13M -$5.44K -65 -0.5%
CWM
635
Congress Wealth Management
Massachusetts
$1.12M +$1.12M +13,434 New
PCA
636
Personal Capital Advisors
California
$1.12M +$358K +5,143 +47%
SCM
637
SOL Capital Management
Maryland
$1.12M – – –
LL
638
LPWM LLC
Minnesota
$1.12M +$77.1K +921 +7%
4WM
639
4J Wealth Management
Virginia
$1.12M -$16.7K -200 -1%
SFG
640
StrategIQ Financial Group
Indiana
$1.11M -$20.5K -245 -2%
CPA
641
Capital Planning Advisors
California
$1.11M – – –
CG
642
Corundum Group
Colorado
$1.1M – – –
QCG
643
Quadrant Capital Group
Ohio
$1.1M – – –
FNT
644
First National Trust
Pennsylvania
$1.09M -$25.5K -305 -2%
DAS
645
Dynamic Advisor Solutions
Arizona
$1.09M -$231K -2,757 -17%
TI
646
Trexquant Investment
Connecticut
$1.09M +$394K +4,707 +57%
CB
647
Community Bank
New York
$1.08M – – –
SFS
648
Security Financial Services
Indiana
$1.08M +$1.08M +12,881 New
1WM
649
1900 Wealth Management
Texas
$1.08M +$262K +3,136 +32%
VR
650
Viridian RIA
Washington
$1.08M +$1.08M +12,873 New
24 25
26
27 28