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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CCB
1051
Cutter & Co Brokerage
Missouri
$303K -$29.2K -349 -9%
AL
1052
Aspiriant LLC
California
$303K
FSWA
1053
Financial Synergies Wealth Advisors
Texas
$302K +$753 +9 +0.2%
PPW
1054
Pinnacle Private Wealth
Massachusetts
$302K +$302K +3,608 New
HCMT
1055
Highland Capital Management (Tennessee)
Tennessee
$301K
DAM
1056
Derbend Asset Management
Georgia
$301K
ATWA
1057
Arbor Trust Wealth Advisors
Michigan
$301K +$753 +9 +0.3%
CG
1058
Caprock Group
Idaho
$296K
PAI
1059
Pittenger & Anderson Inc
Nebraska
$293K
SFS
1060
Stiles Financial Services
Minnesota
$293K +$293K +3,505 New
BWL
1061
Bogart Wealth LLC
Virginia
$290K +$27.2K +326 +10%
WPW
1062
Waldron Private Wealth
Pennsylvania
$288K
AP
1063
Atwood & Palmer
Missouri
$287K
CCM
1064
Coldstream Capital Management
Washington
$286K +$286K +3,414 New
HW
1065
Hedeker Wealth
Illinois
$286K +$286K +3,421 New
LWMM
1066
Legacy Wealth Management (Mississippi)
Mississippi
$284K -$2.59M -30,930 -90%
GSWM
1067
Golden State Wealth Management
California
$283K
WBG
1068
Wharton Business Group
Pennsylvania
$283K +$283K +3,386 New
LS
1069
Leelyn Smith
Illinois
$282K
RT
1070
Rockland Trust
Massachusetts
$281K -$78.7K -940 -22%
OBWG
1071
Onyx Bridge Wealth Group
New York
$281K -$61.4K -728 -18%
FAT
1072
First American Trust
California
$281K
PCM
1073
Parsons Capital Management
Rhode Island
$281K +$35.2K +421 +14%
SFO
1074
Stokes Family Office
Louisiana
$280K +$32.7K +391 +13%
PSIWM
1075
Paradigm Strategies in Wealth Management
Minnesota
$279K -$20.4K -244 -7%