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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
$518M
3
PIM
Parker Investment Management
California
$125M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.87B
5
Mariner
Mariner
Kansas
$283M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$155M
2
HI
Harbour Investments
Wisconsin
$7.43M
3
EH
Equitable Holdings
New York
$156M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$230M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$986M
Name Holding Trade Value Shares
Change 		Shares
Change %
ML
1126
McAdam LLC
Pennsylvania
$237K -$13.5K -161 -5%
CL
1127
CIM LLC
New York
$236K – – –
CCP
1128
Clarkston Capital Partners
Michigan
$236K – – –
IA
1129
IFG Advisory
Georgia
$236K +$1.67K +20 +0.7%
BFA
1130
Bragg Financial Advisors
North Carolina
$235K – – –
TPWM
1131
Twelve Points Wealth Management
Massachusetts
$235K +$235K +2,808 New
TC
1132
TownSquare Capital
Utah
$234K +$234K +2,798 New
CCM
1133
Crew Capital Management
Ohio
$234K +$234K +2,802 New
KCPG
1134
Kavar Capital Partners Group
Kansas
$232K -$22.6K -270 -9%
BO
1135
Bank OZK
Arkansas
$232K – – –
JIP
1136
Jaffetilchin Investment Partners
Florida
$231K -$31.2K -373 -12%
SHGA
1137
Sand Hill Global Advisors
California
$231K – – –
RVPG
1138
Relative Value Partners Group
$231K +$252 +3 +0.1%
GGI
1139
Godsey & Gibb Inc
Virginia
$231K +$231K +2,760 New
WAOTB
1140
Wealth Advisors of Tampa Bay
Florida
$231K +$231K +2,762 New
SFM
1141
Signet Financial Management
New Jersey
$230K – – –
OCPWS
1142
One Charles Private Wealth Services
Massachusetts
$230K – – –
CPA
1143
Cardiff Park Advisors
California
$230K +$230K +2,752 New
BWP
1144
BSW Wealth Partners
Colorado
$228K – – –
NAS
1145
Nicolet Advisory Services
Wisconsin
$225K -$1.76M -21,012 -89%
AIM
1146
Avity Investment Management
Connecticut
$225K +$225K +2,695 New
SFG
1147
SevenBridge Financial Group
Pennsylvania
$224K +$224K +2,672 New
CCA
1148
Cottonwood Capital Advisors
Utah
$224K +$224K +2,675 New
SIMG
1149
Sonora Investment Management Group
Arizona
$223K +$223K +2,664 New
GCA
1150
Genesee Capital Advisors
New York
$223K +$223K +2,668 New
44 45
46
47 48