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iShares Core S&P US Growth ETF

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
201
Prudential Financial
New Jersey
$1.13M +$92.2K +872 +9%
HSWM
202
Hubbell Strickland Wealth Management
Louisiana
$1.1M +$5.5K +52 +0.5%
CPIA
203
Cornell Pochily Investment Advisors
New York
$1.07M +$41.9K +397 +4%
GIA
204
Gladstone Institutional Advisory
Florida
$1.03M +$409K +3,866 +66%
UWPG
205
Ullmann Wealth Partners Group
Florida
$1.02M +$106 +1 +0%
NF
206
Nikulski Financial
Iowa
$993K +$104K +980 +12%
TPW
207
TL Private Wealth
Texas
$985K +$45.6K +459 +5%
WMP
208
Wealth Management Partners
Arizona
$967K
Lido Advisors
209
Lido Advisors
California
$962K -$115K -1,087 -11%
SFMG
210
Sage Financial Management Group
Virginia
$956K
WT
211
Whittier Trust
California
$916K
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$898K +$73.4K +679 +9%
KPCM
213
Kings Point Capital Management
New York
$894K
CL
214
CIM LLC
New York
$888K -$51.2K -510 -5%
Nomura Asset Management
215
Nomura Asset Management
Japan
$876K -$427K -4,043 -33%
XF
216
XML Financial
Maryland
$873K
AL
217
Aspiriant LLC
California
$872K -$31.1K -294 -3%
VFIC
218
Valley Forge Investment Consultants
Pennsylvania
$871K
AFM
219
Andesa Financial Management
Pennsylvania
$847K +$847K +8,012 New
MGIA
220
Moneta Group Investment Advisors
Missouri
$834K +$634 +6 +0.1%
AMG
221
Asset Management Group
Connecticut
$825K -$8.35K -79 -1%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$824K -$49.2K -466 -6%
OC
223
Oppenheimer & Co
New York
$809K -$38.7K -366 -5%
TC
224
Trilogy Capital
California
$802K +$16.4K +155 +2%
WC
225
Weil Company
California
$799K