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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ST
776
Sageworth Trust
Pennsylvania
$705K -$21K -251 -3%
KWM
777
Kingsview Wealth Management
Oregon
$695K +$92.7K +1,107 +15%
WJWM
778
Williams Jones Wealth Management
New York
$692K
IWS
779
Insight Wealth Strategies
California
$690K -$305K -3,651 -31%
WSTAM
780
Wilbanks Smith & Thomas Asset Management
Virginia
$690K -$53.5K -640 -7%
PA
781
PFG Advisors
Arizona
$686K -$48.5K -580 -7%
BWM
782
BerganKDV Wealth Management
Minnesota
$686K +$94.1K +1,124 +16%
FCB
783
First Command Bank
Texas
$685K
BFG
784
Berger Financial Group
Minnesota
$683K -$72.5K -866 -10%
TWM
785
Titus Wealth Management
California
$682K +$29.4K +351 +5%
SFWA
786
Summit Financial Wealth Advisors
Louisiana
$681K +$681K +8,152 New
VHAM
787
Van Hulzen Asset Management
California
$679K
SXL
788
Summit X LLC
Missouri
$677K -$42.5K -508 -6%
Fisher Asset Management
789
Fisher Asset Management
Washington
$673K +$365K +4,365 +119%
VC
790
Vicus Capital
Pennsylvania
$672K +$13.6K +174 +2%
GI
791
GAMCO Investors
Connecticut
$669K -$33.5K -400 -5%
ICG
792
InterOcean Capital Group
Tennessee
$669K
RWA
793
RGT Wealth Advisors
Texas
$669K
KFA
794
Kelleher Financial Advisors
New York
$665K
ACP
795
Arcus Capital Partners
Georgia
$664K
CA
796
Claro Advisors
Massachusetts
$660K -$2.26K -27 -0.3%
CMP
797
Courage Miller Partners
Virginia
$659K +$14.6K +175 +2%
FC
798
Fusion Capital
South Carolina
$657K -$58.2K -695 -8%
KF
799
Krilogy Financial
Missouri
$655K +$206K +2,456 +46%
MCM
800
Murphy Capital Management
New Jersey
$651K -$58.7K -703 -8%