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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 %
JFG
751
JMG Financial Group
Illinois
$769K – – –
MFG
752
Magnus Financial Group
New York
$765K +$95.2K +1,138 +14%
BCP
753
Blue Chip Partners
Michigan
$759K +$167 +2 +0%
RMCM
754
Reynders McVeigh Capital Management
Massachusetts
$758K – – –
SDWMA
755
Schneider Downs Wealth Management Advisors
Pennsylvania
$758K – – –
WCG
756
Weaver Consulting Group
California
$756K +$105K +1,254 +16%
PA
757
Pinnacle Associates
New York
$751K – – –
TWP
758
TFO Wealth Partners
Ohio
$748K -$11.4K -138 -2%
CGPCS
759
Capital Group Private Client Services
California
$745K -$4.6K -55 -0.6%
FCFS
760
First Command Financial Services
Texas
$738K -$37K -442 -5%
EWM
761
Empirical Wealth Management
Washington
$738K +$22.4K +268 +3%
SSB
762
Sandy Spring Bank
Maryland
$738K +$37.1K +443 +5%
SWA
763
SFMG Wealth Advisors
Texas
$729K – – –
WAP
764
Wealthcare Advisory Partners
Pennsylvania
$726K -$105K -1,250 -13%
LNC
765
Lincoln National Corp
Pennsylvania
$726K +$25.9K +310 +4%
TC
766
TAP Consulting
Missouri
$721K -$20.3K -243 -3%
HCM
767
HMS Capital Management
Tennessee
$721K – – –
RCG
768
Regatta Capital Group
California
$720K +$720K +8,601 New
HFS
769
Heritage Financial Services
Massachusetts
$720K +$720K +8,616 New
FIB
770
First Interstate Bank
Montana
$718K -$149K -1,775 -17%
NMG
771
New Millennium Group
Utah
$718K +$718K +8,583 New
LWP
772
Legacy Wealth Planning
Nevada
$716K +$618K +7,389 +632%
DBT
773
Dubuque Bank & Trust
Iowa
$712K – – –
BCWM
774
Bartlett & Co Wealth Management
Ohio
$708K -$24.7K -295 -3%
BC
775
Bartlett & Co
Ohio
$708K -$24.7K -295 -3%
29 30
31
32 33