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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 %
GWA
1151
Geometric Wealth Advisors
District of Columbia
$223K +$223K +2,671 New
RCA
1152
Rex Capital Advisors
Rhode Island
$222K +$222K +2,648 New
BFA
1153
BMS Financial Advisors
South Dakota
$221K +$221K +2,642 New
RFWA
1154
RPg Family Wealth Advisory
Massachusetts
$220K -$125K -1,496 -36%
AAM
1155
Augustine Asset Management
Florida
$220K -$47.6K -570 -18%
NWM
1156
NEIRG Wealth Management
Massachusetts
$220K +$220K +2,624 New
FFA
1157
Fragasso Financial Advisors
Pennsylvania
$220K +$220K +2,631 New
DIM
1158
Delta Investment Management
California
$220K +$220K +2,632 New
RWA
1159
River Wealth Advisors
Pennsylvania
$220K +$220K +2,634 New
OWM
1160
Orgel Wealth Management
Wisconsin
$219K +$219K +2,612 New
EI
1161
Ellevest Inc
New York
$218K +$218K +2,600 New
WCP
1162
Wick Capital Partners
Pennsylvania
$218K +$218K +2,600 New
HAS
1163
HBW Advisory Services
California
$218K +$218K +2,602 New
BL
1164
BFSG LLC
California
$218K +$218K +2,611 New
RWM
1165
Rockwood Wealth Management
Pennsylvania
$217K +$217K +2,596 New
RA
1166
Rise Advisors
New York
$217K +$217K +2,595 New
LPT
1167
Legacy Private Trust
Wisconsin
$217K +$217K +2,588 New
KA
1168
Klingman & Associates
New York
$217K +$217K +2,596 New
Calamos Advisors
1169
Calamos Advisors
Illinois
$216K +$216K +2,580 New
CAAS
1170
Capital Asset Advisory Services
Michigan
$215K – – –
TI
1171
Tidal Investments
Wisconsin
$215K +$215K +2,568 New
ASFA
1172
All Season Financial Advisors
Colorado
$215K +$215K +2,569 New
FIA
1173
Foundations Investment Advisors
Arizona
$215K +$215K +2,645 New
RIM
1174
Rockbridge Investment Management
New York
$214K – – –
TRCT
1175
Tower Research Capital (TRC)
New York
$214K +$207K +2,478 +2,915%
45 46
47
48 49