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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 %
VC
1001
Veery Capital
Delaware
$337K +$1K +12 +0.3%
MFG
1002
MidWestOne Financial Group
Iowa
$336K – – –
EWA
1003
Exencial Wealth Advisors
Oklahoma
$336K +$336K +4,018 New
MMG
1004
Monetary Management Group
Missouri
$335K – – –
HNWAG
1005
High Net Worth Advisory Group
Florida
$335K +$335K +4,000 New
RMDI
1006
R.M. Davis Inc
Maine
$334K -$83.8K -1,002 -20%
WHG
1007
Westwood Holdings Group
Texas
$334K – – –
CCA
1008
Clearwater Capital Advisors
Illinois
$333K -$9.21K -110 -3%
FI
1009
Financial Insights
Washington
$332K – – –
GJIC
1010
Gamble Jones Investment Counsel
California
$332K – – –
TA
1011
TruWealth Advisors
Louisiana
$330K – – –
KCM
1012
Karp Capital Management
California
$329K – – –
PGA
1013
Portland Global Advisors
Maine
$328K – – –
CP
1014
Covenant Partners
Tennessee
$327K – – –
CFAM
1015
Center For Asset Management
Florida
$327K +$251 +3 +0.1%
AAS
1016
Annex Advisory Services
Wisconsin
$326K +$41.8K +499 +15%
GKWIM
1017
Gerber Kawasaki Wealth & Investment Management
California
$325K +$325K +3,883 +77,660%
AHIA
1018
Andrew Hill Investment Advisors
Florida
$324K +$324K +3,882 New
CWA
1019
Cornerstone Wealth Advisors
Minnesota
$322K -$12.5K -150 -4%
JF
1020
JSF Financial
California
$322K – – –
OHIS
1021
Oak Harvest Investment Services
Texas
$321K +$8.11K +97 +3%
C
1022
CEDRUS
Colorado
$319K +$319K +3,814 New
WTC
1023
WhitTier Trust Company
Nevada
$318K – – –
CAN
1024
Claraphi Advisory Network
United States
$318K – – –
SC
1025
Sierra Capital
Florida
$318K – – –
39 40
41
42 43