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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 %
ACG
901
Allen Capital Group
Nebraska
$457K -$17.5K -209 -4%
ONST
902
Old North State Trust
North Carolina
$457K -$15.8K -189 -3%
B
903
Bensler
Washington
$456K +$456K +5,450 New
TCA
904
Transcend Capital Advisors
New Jersey
$454K +$84 +1 +0%
RWA
905
Redhawk Wealth Advisors
Minnesota
$453K +$453K +5,419 New
BMWM
906
Brown Miller Wealth Management
Virginia
$452K -$67.3K -805 -13%
WA1
907
Wimmer Associates 1
California
$452K – – –
KFI
908
Key Financial Inc
Pennsylvania
$450K – – –
PAM
909
Palisade Asset Management
Minnesota
$448K – – –
PWP
910
Principle Wealth Partners
Connecticut
$445K – – –
RBC
911
Roble Belko & Company
Pennsylvania
$443K – – –
WWM
912
WT Wealth Management
Arizona
$442K – – –
3LCM
913
3D/L Capital Management
Connecticut
$440K -$1.42K -17 -0.3%
EB
914
Eastern Bank
Massachusetts
$439K – – –
SFG
915
SNS Financial Group
Minnesota
$437K -$33.5K -400 -7%
AA
916
Ancora Advisors
Ohio
$437K +$84 +1 +0%
NL
917
Navalign LLC
California
$436K – – –
KCM
918
KRS Capital Management
Michigan
$436K +$436K +5,220 New
WAM
919
WNY Asset Management
New York
$433K – – –
FDS
920
Freedom Day Solutions
Texas
$432K -$23.6K -282 -5%
Betterment LLC
921
Betterment LLC
New York
$432K +$84 +1 +0%
GG
922
Gleason Group
Kentucky
$430K +$502 +6 +0.1%
PIA
923
Perennial Investment Advisors
California
$430K +$430K +5,155 New
W
924
Wealthquest
Ohio
$428K – – –
SWA
925
Sax Wealth Advisors
New Jersey
$427K -$389K -4,653 -48%
35 36
37
38 39