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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 %
SPI
851
Sutton Place Investors
New York
$548K +$548K +6,544 New
MSFS
852
Main Street Financial Solutions
Pennsylvania
$547K -$12.5K -150 -2%
IWP
853
Icon Wealth Partners
Texas
$545K – – –
APW
854
Atlantic Private Wealth
North Carolina
$545K +$545K +6,517 New
TF
855
Tompkins Financial
New York
$544K – – –
ST
856
Sabal Trust
Florida
$542K -$28.9K -345 -5%
SIC
857
Samalin Investment Counsel
New York
$541K -$253K -3,023 -32%
TC
858
Truvestments Capital
Florida
$540K +$502 +6 +0.1%
DWM
859
Darwin Wealth Management
Florida
$536K +$14.1K +186 +3%
Chevy Chase Trust
860
Chevy Chase Trust
Maryland
$533K -$35.5K -425 -6%
RF
861
Resolute Financial
Massachusetts
$532K +$532K +6,363 New
GWM
862
GDS Wealth Management
Texas
$531K +$531K +6,342 New
PPP
863
Private Portfolio Partners
New Jersey
$530K +$33.5K +400 +7%
MWA
864
Monograph Wealth Advisors
California
$523K +$523K +6,256 New
MWP
865
Madison Wealth Partners
Wisconsin
$517K +$2.09K +25 +0.4%
RA
866
RFG Advisory
Alabama
$516K +$111K +1,330 +27%
GIA
867
Guyasuta Investment Advisors
Pennsylvania
$514K – – –
AIP
868
ARS Investment Partners
New York
$510K – – –
EIA
869
Eldridge Investment Advisors
New Hampshire
$510K – – –
CA
870
Continuum Advisory
Idaho
$508K +$161K +1,928 +46%
LHC
871
Little House Capital
Massachusetts
$504K – – –
CGA
872
Crescent Grove Advisors
Illinois
$503K +$7.02K +84 +1%
AI
873
Accredited Investors
Minnesota
$502K -$19.4K -232 -4%
LJAC
874
L.J. Altfest & Co
New York
$502K – – –
FFA
875
Freedman Financial Associates
Massachusetts
$502K +$167 +2 +0%
33 34
35
36 37