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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 %
BWA
801
BlueSky Wealth Advisors
North Carolina
$650K -$4.86K -58 -0.7%
CT
802
Cambridge Trust
Massachusetts
$646K -$6.28K -75 -1%
FNC
803
First National Corp
Massachusetts
$643K -$15K -179 -2%
SIC
804
Sigma Investment Counselors
Michigan
$643K -$12.6K -150 -2%
GC
805
Gratus Capital
Georgia
$637K +$84 +1 +0%
CWG
806
Cornerstone Wealth Group
North Carolina
$636K +$27.5K +328 +5%
SB
807
Sunflower Bank
Texas
$626K – – –
VAS
808
Vestmark Advisory Solutions
Massachusetts
$624K +$200K +2,395 +47%
FPGK
809
Financial Partners Group (Kansas)
Kansas
$622K -$7.82K -102 -1%
WPWM
810
Western Pacific Wealth Management
Illinois
$615K +$615K +7,356 New
NCM
811
NCM Capital Management
New Jersey
$615K +$615K +7,356 New
NWM
812
Nauset Wealth Management
Connecticut
$614K +$614K +7,337 New
HCM
813
Hollencrest Capital Management
California
$613K – – –
VC
814
Veracity Capital
Georgia
$611K +$65.7K +785 +12%
PO
815
Private Ocean
California
$609K +$76.6K +916 +14%
CCM
816
Canal Capital Management
Virginia
$608K +$608K +7,270 New
SIC
817
Salem Investment Counselors
North Carolina
$603K – – –
UBV
818
United Bank (Virginia)
Virginia
$602K – – –
MM
819
Meridian Management
Arkansas
$602K – – –
IRAG
820
Investment Research & Advisory Group
Georgia
$597K -$253K -3,027 -30%
IIC
821
Ironwood Investment Counsel
Arizona
$596K +$251 +3 +0%
FNBOSM
822
First National Bank of South Miami
Florida
$594K -$34.9K -418 -6%
AP
823
Advisor Partners
California
$592K +$3.35K +40 +0.6%
MC
824
Middleton & Co
Massachusetts
$591K +$2.93K +35 +0.5%
GAG
825
Goodman Advisory Group
Massachusetts
$589K +$589K +7,036 New
31 32
33
34 35