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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 %
BSW
351
Buckingham Strategic Wealth
Missouri
$2.76M +$60 +1 +0%
ANTB
352
AMG National Trust Bank
Colorado
$2.7M +$10.6K +155 +0.4%
VWM
353
Valley Wealth Managers
New Jersey
$2.67M -$378K -6,266 -12%
APWM
354
Atlas Private Wealth Management
New York
$2.66M +$62.1K +1,029 +2%
CB
355
Commerce Bank
Missouri
$2.66M -$70.1K -1,162 -3%
BMM
356
Berkshire Money Management
Massachusetts
$2.64M +$2.64M +43,737 New
DWT
357
Dorsey & Whitney Trust
South Dakota
$2.62M -$110K -1,823 -4%
OC
358
Oppenheimer & Co
New York
$2.62M +$2.84K +47 +0.1%
ARC
359
Advisor Resource Council
Texas
$2.61M +$2.61M +43,227 New
GG
360
GenWealth Group
New Jersey
$2.58M -$7.36K -122 -0.3%
WT
361
Whittier Trust
California
$2.57M +$203K +3,363 +9%
CCM
362
Colorado Capital Management
Colorado
$2.56M +$30.2K +500 +1%
BOS
363
Bank of Stockton
California
$2.55M -$5.68M -94,064 -69%
BJL
364
Brighton Jones LLC
Washington
$2.53M +$531K +8,802 +27%
MFC
365
Morris Financial Concepts
South Carolina
$2.53M – – –
HTC
366
Haverford Trust Company
Pennsylvania
$2.5M +$78K +1,292 +3%
USAA
367
United Services Automobile Association
Texas
$2.49M -$15.7M -260,151 -86%
CCP
368
Corient Capital Partners
California
$2.48M – – –
WP
369
WealthShield Partners
North Carolina
$2.47M +$240K +3,981 +11%
WAG
370
Winthrop Advisory Group
Massachusetts
$2.47M +$1.69K +28 +0.1%
KFAA
371
Klaas Financial Asset Advisors
Illinois
$2.46M -$959K -15,897 -28%
CIC
372
Carnegie Investment Counsel
Ohio
$2.44M -$6.34K -105 -0.3%
AIP
373
Ahrens Investment Partners
Louisiana
$2.42M +$755K +12,507 +45%
CAM
374
Carret Asset Management
New York
$2.37M -$17.9K -297 -0.7%
PCA
375
Pallas Capital Advisors
Massachusetts
$2.37M +$4.33K +67 +0.2%
13 14
15
16 17