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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 %
RIA
826
Realta Investment Advisors
Delaware
$588K -$13.6K -162 -2%
CIBC World Market
827
CIBC World Market
Ontario, Canada
$586K +$586K +7,006 New
BBPWM
828
Blue Bell Private Wealth Management
Pennsylvania
$585K – – –
HCM
829
Harvey Capital Management
Florida
$585K – – –
OMC
830
Old Mission Capital
Illinois
$585K +$585K +6,997 New
RWA
831
Ropes Wealth Advisors
Massachusetts
$583K +$6.36K +76 +1%
FTUS
832
Flow Traders U.S.
New York
$580K +$580K +6,935 New
CTA
833
Chesley Taft & Associates
Illinois
$577K – – –
FAM
834
Formidable Asset Management
Ohio
$576K – – –
JGIA
835
Jackson Grant Investment Advisers
Connecticut
$569K +$669 +8 +0.1%
WG
836
Welch Group
Alabama
$569K +$1.84K +22 +0.3%
BWM
837
BlackDiamond Wealth Management
New York
$569K +$569K +6,801 New
LWANC
838
Laurel Wealth Advisors (North Carolina)
North Carolina
$566K +$4.18K +50 +0.7%
AWS
839
AJ Wealth Strategies
New York
$555K – – –
WA
840
WBH Advisory
Maryland
$555K +$4.94K +59 +0.9%
WF
841
Welch & Forbes
Massachusetts
$554K -$8.37K -100 -1%
NP
842
NorthRock Partners
Minnesota
$554K +$22.2K +265 +4%
CAM
843
Concorde Asset Management
Michigan
$553K – – –
OPW
844
Oxler Private Wealth
New York
$553K +$586 +7 +0.1%
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K – – –
WCM
846
Wealthcare Capital Management
Virginia
$551K +$10.8K +129 +2%
ACA
847
Affinity Capital Advisors
California
$550K -$10.5K -126 -2%
GGS
848
Galvin Gaustad & Stein
Arizona
$549K -$6.28K -75 -1%
CCA
849
Column Capital Advisors
Indiana
$549K +$165K +1,977 +43%
ACM
850
Advisors Capital Management
New Jersey
$548K +$38.3K +458 +8%
32 33
34
35 36