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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 %
AWM
926
Altium Wealth Management
New York
$426K +$139K +1,664 +49%
ACM
927
Alpha Capital Management
Texas
$423K -$7.96K -95 -2%
CFC
928
Coyle Financial Counsel
Illinois
$422K – – –
SC
929
Schoolcraft Capital
Colorado
$416K – – –
OCG
930
Opus Capital Group
Ohio
$416K +$46.2K +552 +13%
DT
931
Diversified Trust
Tennessee
$415K -$106K -1,263 -20%
MWA
932
Martel Wealth Advisors
Washington
$414K -$12.3K -178 -3%
CWM
933
Chesapeake Wealth Management
Virginia
$414K -$23K -275 -5%
SC
934
Shearwater Capital
Colorado
$412K +$412K +4,923 New
FB
935
Fulton Bank
Pennsylvania
$410K – – –
CAG
936
Curtis Advisory Group
California
$410K – – –
ATC
937
Argent Trust Co
Tennessee
$409K +$8.38K +100 +2%
CCT
938
Country Club Trust
Missouri
$408K -$202K -2,400 -33%
AWM
939
Affinity Wealth Management
Delaware
$408K -$57.4K -741 -12%
BBA
940
Braun-Bostich & Associates
Pennsylvania
$408K +$408K +5,271 New
CPFP
941
Clear Perspectives Financial Planning
Ohio
$407K -$92K -1,100 -18%
LGWM
942
Litman Gregory Wealth Management
California
$406K – – –
PL
943
Plancorp LLC
Missouri
$404K – – –
HPWM
944
Highland Private Wealth Management
Washington
$401K +$401K +4,794 New
AWA
945
Amplius Wealth Advisors
Pennsylvania
$401K +$401K +4,800 New
PCMC
946
Private Capital Management (Colorado)
Colorado
$398K – – –
USCWA
947
U.S. Capital Wealth Advisors
Texas
$398K +$398K +4,757 New
HCM
948
Highview Capital Management
Illinois
$398K +$398K +4,758 New
SAM
949
Summit Asset Management
Tennessee
$396K – – –
RWM
950
Ritholtz Wealth Management
New York
$393K -$17.1K -205 -4%
36 37
38
39 40