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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.87B 46,283,077 +698,595 +2%
Morgan Stanley
2
Morgan Stanley
New York
$2.49B 29,762,297 +600,798 +2%
Bank of America
3
Bank of America
North Carolina
$1.47B 17,532,144 -229,771 -1%
Wells Fargo
4
Wells Fargo
California
$1.34B 16,066,291 +588,841 +4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.01B 12,014,842 -73,303 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$986M 11,789,487 -303,455 -3%
UBS Group
7
UBS Group
Switzerland
$776M 9,274,806 -108,281 -1%
Ameriprise
8
Ameriprise
Minnesota
$728M 8,693,459 +3,776 +0%
LPL Financial
9
LPL Financial
California
$518M 6,188,306 +773,331 +14%
Stifel Financial
10
Stifel Financial
Missouri
$500M 5,976,926 +223,965 +4%
Goldman Sachs
11
Goldman Sachs
New York
$475M 5,674,288 -129,702 -2%
M&T Bank
12
M&T Bank
New York
$462M 5,519,846 -140,745 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$456M 5,453,404 -70,114 -1%
BlackRock
14
BlackRock
New York
$350M 4,178,649 -80,324 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$301M 3,596,828 +433,423 +14%
Mariner
16
Mariner
Kansas
$283M 3,388,084 +640,689 +23%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$281M 3,355,173 -51,102 -2%
CM
18
Churchill Management
California
$256M 3,061,661 -56,626 -2%
RFC
19
Regions Financial Corp
Alabama
$244M 2,918,450 +216,066 +8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$230M 2,748,136 -436,061 -14%
HWM
21
HB Wealth Management
Georgia
$215M 2,569,402 +2,569,402 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$204M 2,439,990 -51,452 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$202M 2,416,519 +47,337 +2%
RJA
24
Raymond James & Associates
Florida
$199M 2,382,697 +38,186 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$196M 2,338,893 +99,851 +4%
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