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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,204 hedge funds and large institutions have $18.5B invested in iShares S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 484 reducing their positions, and 144 closing their positions.

Holders
1,204
Holders Change
-90
Holders Change %
-6.96%
% of All Funds
20.36%
Holding in Top 10
88
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-20.72%
% of All Funds
1.49%
New
71
Increased
387
Reduced
484
Closed
144
Calls
$17.5M
Puts
$3.81M
Net Calls
+$13.7M
Net Calls Change
-$17.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$852M
3
HW
3
Hedeker Wealth
Illinois
$44.2M
4
Bank of America
4
Bank of America
North Carolina
$1.04B
5
Stifel Financial
5
Stifel Financial
Missouri
$401M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$518M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$149M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
HNB
4
Huntington National Bank
Ohio
$137M
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$727K
Name Market Value Shares Shares
Change 		Shares
Change %
UBG
301
United Bank (Georgia)
Georgia
$3.45M 57,089 +2,510 +5%
GFP
302
Gryphon Financial Partners
Ohio
$3.44M 56,984 +2,159 +4%
TA
303
Townsend & Associates
Colorado
$3.43M 55,114 +3,922 +8%
RJT
304
Raymond James Trust
Florida
$3.43M 56,834 -20 -0%
TFF
305
The Family Firm
Maryland
$3.4M 56,253 +90 +0.2%
CF
306
Centaurus Financial
California
$3.4M 56,251 +21,662 +63%
NCM
307
Narwhal Capital Management
Georgia
$3.38M 56,000 – –
FPAS
308
Focus Partners Advisor Solutions
Missouri
$3.37M 55,878 +6,841 +14%
SAM
309
Stone Asset Management
Texas
$3.34M 55,275 +1,273 +2%
WP
310
WealthSource Partners
California
$3.32M 55,052 +523 +1%
SCM
311
Stordahl Capital Management
Colorado
$3.32M 54,990 -165 -0.3%
BFS
312
Bard Financial Services
Connecticut
$3.32M 55,000 – –
MFG
313
Merit Financial Group
Georgia
$3.31M 54,862 +13,698 +33%
MWM
314
Mission Wealth Management
California
$3.3M 54,640 +39,346 +257%
IP
315
Investment Partners
Ohio
$3.29M 54,584 +618 +1%
PFP
316
Pinnacle Financial Partners
Tennessee
$3.29M 54,440 +95 +0.2%
FCFC
317
First Commonwealth Financial Corp
Pennsylvania
$3.29M 54,445 -5,288 -9%
TA
318
Tiedemann Advisors
New York
$3.23M 53,559 -7,769 -13%
ATPW
319
Ashton Thomas Private Wealth
Arizona
$3.22M 53,335 -1,878 -3%
ST
320
Smithfield Trust
Pennsylvania
$3.21M 53,177 -3,613 -6%
RB
321
Renasant Bank
Mississippi
$3.15M 52,210 -8,097 -13%
BOTW
322
Bank of the West
California
$3.15M 52,174 -53,992 -51%
AMG
323
Asset Management Group
Connecticut
$3.13M 51,912 +91 +0.2%
GA
324
GoalVest Advisory
New York
$3.13M 50,752 +50,752 New
AWP
325
Ascent Wealth Partners
New York
$3.1M 51,331 +3,441 +7%
11 12
13
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