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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 %
CFA
876
CWS Financial Advisors
Michigan
$501K +$501K +5,987 New
CWP
877
Corepath Wealth Partners
Arizona
$500K -$5.2K -65 -1%
WTB
878
Washington Trust Bank
Washington
$497K – – –
EVM
879
Eaton Vance Management
Massachusetts
$496K – – –
BMC
880
Beaton Management Company
Massachusetts
$496K +$496K +3,658 New
HWA
881
HCR Wealth Advisors
California
$494K – – –
LB
882
Legacy Bridge
Iowa
$492K -$41.8K -500 -8%
VBFG
883
Vishria Bird Financial Group
Tennessee
$492K – – –
DFC
884
DB Fitzpatrick & Co
Idaho
$491K +$491K +5,874 New
PIFP
885
Partners in Financial Planning
Virginia
$491K -$10.9K -148 -2%
AC
886
Abbrea Capital
California
$484K – – –
TPW
887
TL Private Wealth
Texas
$482K -$62.3K -857 -11%
OPWM
888
Oakwell Private Wealth Management
Texas
$477K – – –
BC
889
Brio Consultants
California
$475K +$167 +2 +0%
TW
890
TrinityPoint Wealth
Connecticut
$470K -$50.2K -600 -10%
MI
891
Moneywise Inc
Virginia
$469K +$418 +5 +0.1%
WCM
892
WealthBridge Capital Management
Ohio
$469K +$22.9K +273 +5%
CFO
893
CVA Family Office
Colorado
$469K +$331K +3,950 +239%
AWM
894
Axxcess Wealth Management
California
$467K +$467K +5,578 New
BTWM
895
Baker Tilly Wealth Management
Wisconsin
$466K – – –
FPIS
896
Financial Planning & Information Services
Wisconsin
$465K -$21.3K -255 -4%
RRWA
897
Rainey & Randall Wealth Advisors
Florida
$464K +$752 +9 +0.2%
BOPW
898
Brandywine Oak Private Wealth
Pennsylvania
$462K -$237K -2,830 -34%
PL
899
Parthenon LLC
Kentucky
$459K – – –
ZIG
900
Zullo Investment Group
Pennsylvania
$459K +$459K +5,488 New
34 35
36
37 38