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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 %
CAL
201
Capital Advisors Ltd
Ohio
$11.9M 142,446 +826 +0.6%
NB
202
Nicolet Bankshares
Wisconsin
$11.9M 141,630 +6,931 +5%
CAG
203
Csenge Advisory Group
Florida
$11.6M 159,035 -1,245 -0.8%
GWM
204
Geneos Wealth Management
Colorado
$11.3M 135,307 -1,206 -0.9%
VWA
205
Visionary Wealth Advisors
Illinois
$11.2M 133,841 -424 -0.3%
CAN
206
Cetera Advisor Networks
California
$11.2M 133,522 -37,623 -22%
FBA
207
Front Barnett Associates
Illinois
$11.1M 132,805 +90 +0.1%
F
208
F3Logic
Minnesota
$11.1M 132,459 -1,375 -1%
BFPW
209
BOK Financial Private Wealth
Colorado
$11.1M 132,199 -2,689 -2%
LWA
210
LWS Wealth Advisors
New Jersey
$10.9M 130,639 -2,445 -2%
BOTW
211
Bank of the West
California
$10.9M 130,193 +1,060 +0.8%
RF
212
Rollins Financial
Georgia
$10.9M 129,999 +129,999 New
PWP
213
Personal Wealth Partners
Minnesota
$10.7M 128,345 -10,847 -8%
DWP
214
Destiny Wealth Partners
Florida
$10.7M 127,702 +1,489 +1%
PFG
215
Pacific Financial Group
Washington
$10.6M 131,423 -198 -0.2%
JFA
216
Johanson Financial Advisors
California
$10.6M 126,289 -2,743 -2%
RWM
217
RKL Wealth Management
Pennsylvania
$10.4M 124,514 -1,889 -1%
SS
218
Sunbelt Securities
Texas
$10.4M 136,403 +4,491 +3%
SFP
219
Sterling Financial Planning
New Jersey
$10.3M 122,721 -2,063 -2%
BWA
220
BDO Wealth Advisors
Florida
$10.2M 121,419 -2,944 -2%
LFAS
221
Level Four Advisory Services
Texas
$10.1M 120,925 +8,335 +7%
WFA
222
Wellspring Financial Advisors
Ohio
$9.96M 119,073 -4,767 -4%
OIA
223
OneDigital Investment Advisors
Kansas
$9.91M 118,474 -39 -0%
PWAG
224
Polaris Wealth Advisory Group
California
$9.91M 118,416 -5,597 -5%
YIA
225
YHB Investment Advisors
Connecticut
$9.8M 117,063 +130 +0.1%
7 8
9
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