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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 %
KOMWMG
1026
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$316K -$97.9K -1,168 -24%
WS
1027
Wedbush Securities
California
$316K -$53.5K -639 -14%
TCWM
1028
Total Clarity Wealth Management
Illinois
$316K +$17.1K +205 +6%
KWS
1029
Keystone Wealth Services
California
$315K +$315K +3,760 New
WH
1030
Willner & Heller
California
$315K +$315K +4,256 New
DWA
1031
Douglass Winthrop Advisors
New York
$314K -$66.7K -798 -18%
DG
1032
Doman Group
New York
$314K +$314K +3,757 New
SMA
1033
Sage Mountain Advisors
Georgia
$313K – – –
BCA
1034
Bay Colony Advisors
Massachusetts
$312K +$334 +4 +0.1%
LRIA
1035
Leonard Rickey Investment Advisors
Washington
$311K – – –
MOS
1036
MGO One Seven
Ohio
$311K – – –
RDFA
1037
Ritter Daniher Financial Advisory
Ohio
$310K – – –
PBF
1038
Petix & Botte Financial
California
$308K -$308K -3,684 -50%
SGK
1039
Steigerwald Gordon & Koch
Virginia
$308K – – –
SWM
1040
Shelton Wealth Management
Texas
$308K +$308K +3,678 New
SC
1041
Steph & Co
Wisconsin
$307K – – –
SIM
1042
Stratos Investment Management
Ohio
$307K +$307K +3,669 New
MFT
1043
Moisand Fitzgerald Tamayo
Florida
$306K -$2.34K -28 -0.8%
GG
1044
Gofen & Glossberg
Illinois
$306K – – –
CAM
1045
Covenant Asset Management
New Jersey
$305K – – –
BBNA
1046
Bremer Bank National Association
Minnesota
$305K – – –
SBIA
1047
Sheaff Brock Investment Advisors
Indiana
$305K +$305K +3,640 New
KFS
1048
Kaizen Financial Strategies
California
$304K -$29K -346 -9%
AWA
1049
Aaron Wealth Advisors
Illinois
$304K – – –
EIG
1050
Ellenbecker Investment Group
Wisconsin
$304K +$1.17K +14 +0.4%
40 41
42
43 44