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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.

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
HWM
1
HB Wealth Management
Georgia
$215M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$114M
3
BFG
3
Barber Financial Group
Kansas
$85.5M
4
AT
4
Arvest Trust
Oklahoma
$77.2M
5
LPL Financial
5
LPL Financial
California
$518M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$155M
2
HI
2
Harbour Investments
Wisconsin
$7.43M
3
EH
3
Equitable Holdings
New York
$156M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$230M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$986M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$28M 334,731 +28,177 +9%
SWP
102
ShoreHaven Wealth Partners
New Jersey
$28M 334,072 -1,774 -0.5%
ASN
103
Advisory Services Network
Georgia
$26.9M 321,431 +32,384 +11%
MCM
104
MV Capital Management
Maryland
$26.1M 312,472 -9,089 -3%
KAS
105
Kestra Advisory Services
Texas
$26.1M 311,449 -29,491 -9%
SEI Investments
106
SEI Investments
Pennsylvania
$25.6M 306,113 -13,611 -4%
GIA
107
GHP Investment Advisors
Colorado
$25.1M 300,325 -4,776 -2%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$24.8M 296,263 -3,547 -1%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$24.5M 292,623 +25,558 +10%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$24.1M 288,408 +53,274 +23%
UB
111
UMB Bank
Missouri
$24.1M 288,033 -19,249 -6%
CFA
112
Cahill Financial Advisors
Minnesota
$23.6M 282,180 -5,383 -2%
MWM
113
Modera Wealth Management
New Jersey
$23.4M 280,246 -13,512 -5%
Comerica Bank
114
Comerica Bank
Texas
$23.3M 320,241 +41,896 +15%
BZWA
115
Blue Zone Wealth Advisors
California
$23.2M 277,807 -2,805 -1%
PIA
116
Powell Investment Advisors
Florida
$22.9M 273,544 +12,042 +5%
PSP
117
Principal Street Partners
Tennessee
$22.8M 271,939 +26,107 +11%
AIA
118
Alera Investment Advisors
Illinois
$22.7M 271,173 -4,994 -2%
CL
119
Choreo LLC
Illinois
$22.4M 267,757 -3,795 -1%
WWM
120
Western Wealth Management
Colorado
$22.3M 266,679 +266,679 New
SWM
121
Spire Wealth Management
Virginia
$22.3M 266,614 +71,970 +37%
TCM
122
Traynor Capital Management
Pennsylvania
$22.3M 266,467 -9,019 -3%
MA
123
MUFG Americas
New York
$22.2M 264,906 -12,253 -4%
PRWA
124
Platte River Wealth Advisors
Colorado
$22.2M 273,983 +24,440 +10%
AAS
125
Avantax Advisory Services
Texas
$22M 263,296 +2,086 +0.8%
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5
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