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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 %
UL
1101
Unionview LLC
Washington
$254K +$254K +3,039 New
PMFA
1102
Plante Moran Financial Advisors
Michigan
$253K
MCM
1103
Morton Capital Management
California
$253K +$253K +3,020 New
BC
1104
Burney Company
Virginia
$252K -$23.5K -281 -9%
FPCG
1105
Fort Pitt Capital Group
Pennsylvania
$252K +$252K +3,010 New
VRM
1106
Vectors Research Management
New York
$251K -$37.8K -452 -13%
HC
1107
HNP Capital
New York
$251K -$37.8K -452 -13%
AA
1108
Aufman Associates
Pennsylvania
$251K -$7.86K -94 -3%
1W
1109
1776 Wealth
Georgia
$251K
SIS
1110
SVB Investment Services
Utah
$250K
SHIM
1111
Stone House Investment Management
Pennsylvania
$249K -$4.47M -53,299 -95%
FWI
1112
Facet Wealth Inc
Maryland
$247K -$95.4K -1,140 -28%
CBFP
1113
Cedar Brook Financial Partners
Ohio
$246K +$246K +2,938 New
CSIC
1114
Clifford Swan Investment Counsel
California
$245K +$245K +2,930 New
CCM
1115
Condor Capital Management
New Jersey
$244K -$74.8K -893 -23%
BAM
1116
Barrett Asset Management
New York
$244K +$80.7K +964 +49%
KC
1117
Kenfarb & Co
Kentucky
$244K +$244K +2,920 New
BL
1118
Balentine LLC
Georgia
$243K +$238K +2,848 +4,827%
SFS
1119
Summit Financial Strategies
Ohio
$243K +$243K +2,902 New
SYBT
1120
Stock Yards Bank & Trust
Kentucky
$242K +$242K +2,888 New
MJRIC
1121
Mogy Joel R Investment Counsel
California
$242K +$242K +2,896 New
GC
1122
Grimes & Company
Massachusetts
$241K +$241K +2,875 New
OC
1123
Oarsman Capital
Wisconsin
$238K +$9.79K +117 +4%
AA
1124
Axiom Advisory
California
$238K +$238K +2,840 New
ADL
1125
Asset Dedication LLC
California
$237K -$450K -5,395 -66%