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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 %
TWM
701
Tradition Wealth Management
Minnesota
$920K +$113K +1,347 +14%
MA
702
Montag & Associates
Georgia
$908K -$13.1K -157 -1%
PFBT
703
Parkside Financial Bank & Trust
Missouri
$906K +$19.6K +234 +2%
AIA
704
Arbor Investment Advisors
North Carolina
$905K – – –
CFD
705
Creative Financial Designs
Indiana
$899K +$31.5K +377 +4%
JWBC
706
J.W. Burns & Co
New York
$898K -$10.5K -125 -1%
FA
707
Fiducient Advisors
Illinois
$887K +$2.43K +29 +0.3%
SWM
708
Stockman Wealth Management
Montana
$885K – – –
NCM
709
Neumann Capital Management
California
$882K – – –
JAG
710
Journey Advisory Group
Kentucky
$882K – – –
FRA
711
Front Row Advisors
California
$871K -$10.3K -123 -1%
HIA
712
Harbor Investment Advisory
Maryland
$868K -$1K -12 -0.1%
CPO
713
Cerity Partners OCIO
New York
$865K -$10.6K -127 -1%
PP
714
Prosperity Planning
Missouri
$863K -$20.6K -246 -2%
Lazard Asset Management
715
Lazard Asset Management
New York
$860K – – –
MA
716
MONECO Advisors
Connecticut
$858K -$36.4K -485 -4%
KW
717
KWB Wealth
California
$855K – – –
PWPS
718
Pinnacle Wealth Planning Services
Ohio
$851K +$153K +1,825 +22%
LTI
719
Laffer Tengler Investments
Tennessee
$848K – – –
SWA
720
Sutton Wealth Advisors
Florida
$846K – – –
DSC
721
Duncker Streett & Co
Missouri
$844K +$921 +11 +0.1%
AFA
722
American Financial Advisors
Georgia
$839K -$33.8K -404 -4%
RC
723
RegentAtlantic Capital
New Jersey
$839K +$33.5K +400 +4%
FCA
724
FinTrust Capital Advisors
South Carolina
$835K -$17.4K -208 -2%
OPS
725
Orion Portfolio Solutions
Nebraska
$833K +$144K +1,724 +21%
27 28
29
30 31