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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 %
HAS
976
Holland Advisory Services
Florida
$363K +$363K +4,344 New
WLPWM
977
Walled Lake Planning & Wealth Management
Illinois
$358K -$670 -8 -0.2%
RWG
978
Ratio Wealth Group
Colorado
$358K – – –
TGAM
979
TBH Global Asset Management
Tennessee
$357K -$22.7K -272 -6%
BA
980
Bluesphere Advisors
Pennsylvania
$357K +$4.18K +50 +1%
AWM
981
Accurate Wealth Management
Florida
$356K – – –
CCM
982
Covington Capital Management
California
$354K -$209K -2,492 -37%
Neuberger Berman Group
983
Neuberger Berman Group
New York
$354K -$66.8K -798 -16%
FPCP
984
Fort Point Capital Partners
California
$354K -$41.9K -500 -11%
IFAM
985
Institutional & Family Asset Management
Colorado
$354K – – –
SWM
986
Segment Wealth Management
Texas
$354K +$354K +4,232 New
UWPG
987
Ullmann Wealth Partners Group
Florida
$353K – – –
GPA
988
Garrison Point Advisors
California
$352K – – –
ZF
989
Zhang Financial
Michigan
$352K – – –
NHC
990
Nicholas Hoffman & Company
Georgia
$352K +$752 +9 +0.2%
LG
991
Leuthold Group
Minnesota
$351K -$127K -1,525 -27%
JCM
992
Jag Capital Management
Missouri
$349K -$2.93K -35 -0.8%
MFA
993
Mayflower Financial Advisors
Massachusetts
$349K -$167 -2 -0%
CAMG
994
CWA Asset Management Group
Florida
$349K +$349K +4,176 New
BA
995
Bridge Advisory
California
$346K +$346K +4,135 New
IWN
996
Independent Wealth Network
Iowa
$345K -$1.13M -13,445 -77%
ECG
997
Edge Capital Group
Georgia
$343K – – –
SSW
998
Smith Shellnut Wilson
Mississippi
$342K – – –
MAG
999
MRA Advisory Group
New Jersey
$340K +$335 +4 +0.1%
TF
1000
TRH Financial
Iowa
$337K +$418 +5 +0.1%
38 39
40
41 42