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iShares S&P 500 Growth ETF

1,294 hedge funds and large institutions have $25.1B invested in iShares S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 421 increasing their positions, 475 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,294
Holders Change
-50
Holders Change %
-3.72%
% of All Funds
20.48%
Holding in Top 10
111
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.26%
% of All Funds
1.76%
New
86
Increased
421
Reduced
475
Closed
120
Calls
$37.3M
Puts
$5.92M
Net Calls
+$31.3M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
351
Bristlecone Advisors
Washington
$3.73M +$6.8K +89 +0.2%
XF
352
XML Financial
Maryland
$3.66M -$8.71K -114 -0.2%
AWP
353
Ascent Wealth Partners
New York
$3.66M -$719K -9,414 -16%
TWP
354
Total Wealth Planning
Ohio
$3.65M +$2.44M +31,913 +201%
AWA
355
Aaron Wealth Advisors
Illinois
$3.64M +$3.6M +274,609 +7,538%
EWM
356
Evercore Wealth Management
New York
$3.62M
FHA
357
First Horizon Advisors
Tennessee
$3.62M -$1.92M -25,142 -35%
FAN
358
Financial Advisors Network
California
$3.56M -$20.3K -266 -0.6%
BAM
359
Belpointe Asset Management
Nevada
$3.53M -$1.64M -21,431 -32%
KPWS
360
Kestra Private Wealth Services
Texas
$3.52M -$743K -9,729 -17%
BSW
361
Buckingham Strategic Wealth
Missouri
$3.49M -$26.6K -348 -0.8%
DWT
362
Dorsey & Whitney Trust
South Dakota
$3.46M +$431K +5,639 +14%
CB
363
Commerce Bank
Missouri
$3.45M +$37.1K +486 +1%
USAA
364
United Services Automobile Association
Texas
$3.39M +$2.57M +228,322 +313%
MCA
365
MSH Capital Advisors
Arizona
$3.37M +$436K +5,710 +15%
EP
366
Eudaimonia Partners
Tennessee
$3.35M +$3.35M +43,903 New
Susquehanna International Group
367
Susquehanna International Group
Pennsylvania
$3.33M -$1.01M -13,173 -23%
Asset Management One
368
Asset Management One
Japan
$3.32M -$1.06M -13,900 -24%
OC
369
Oppenheimer & Co
New York
$3.31M -$484K -6,332 -13%
APWM
370
Atlas Private Wealth Management
New York
$3.28M +$214K +2,802 +7%
Edgewood Management
371
Edgewood Management
Connecticut
$3.28M +$3.28M +42,953 New
GG
372
GenWealth Group
New Jersey
$3.27M -$135K -1,773 -4%
WIA
373
World Investment Advisors
California
$3.25M -$301K -3,945 -8%
MWM
374
Mattern Wealth Management
Kansas
$3.22M -$12.3M -161,247 -79%
CCM
375
Colorado Capital Management
Colorado
$3.21M -$65.5K -857 -2%