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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RPGK
326
Retirement Planning Group (Kansas)
Kansas
$3.08M +$3.08M +50,950 New
SIA
327
Soltis Investment Advisors
Utah
$3.07M -$964K -15,975 -24%
AB
328
Atlas Brown
Kentucky
$3.06M -$21.7K -360 -0.7%
WB
329
WesBanco Bank
West Virginia
$3.06M -$12.5K -207 -0.4%
IAG
330
Investment Advisory Group
Massachusetts
$3.04M -$20.1K -334 -0.7%
FCBT
331
First Citizens Bank & Trust
North Carolina
$3.03M -$2.95M -48,796 -49%
NB
332
Northwest Bancshares
Pennsylvania
$3.03M -$73.1K -1,211 -2%
BCM
333
BTC Capital Management
Iowa
$3.03M – – –
BDF
334
Balasa Dinverno & Foltz
$3.02M -$62.2K -1,030 -2%
E
335
Ergoteles
New York
$3.02M +$3.02M +50,083 New
FFN
336
Focus Financial Network
Minnesota
$3.02M -$272K -4,506 -8%
HCM
337
Hudson Capital Management
New Jersey
$3.02M -$6.34K -105 -0.2%
BNP Paribas Financial Markets
338
BNP Paribas Financial Markets
France
$3M -$3.66M -60,634 -55%
WA
339
WBH Advisory
Maryland
$2.91M +$2.03M +32,549 +230%
TWP
340
Total Wealth Planning
Ohio
$2.9M +$14.7K +243 +0.5%
WSFS
341
Wilmington Savings Fund Society
Delaware
$2.88M +$468K +7,753 +19%
OCM
342
Objective Capital Management
Ohio
$2.88M -$83.2K -1,378 -3%
MCC
343
Money Concepts Capital
Florida
$2.86M -$245K -4,031 -8%
EWM
344
Evercore Wealth Management
New York
$2.86M – – –
Renaissance Technologies
345
Renaissance Technologies
New York
$2.86M +$2.86M +47,300 New
RA
346
Riversedge Advisors
Delaware
$2.84M +$2.84M +47,093 New
XF
347
XML Financial
Maryland
$2.8M -$87.9K -1,457 -3%
GRP
348
Global Retirement Partners
California
$2.8M +$845 +14 +0%
CT
349
Cambridge Trust
Massachusetts
$2.8M +$1.51M +24,994 +117%
MCA
350
MSH Capital Advisors
Arizona
$2.77M +$99.6K +1,650 +4%
12 13
14
15 16