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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.48B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.83B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$574M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$228M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$175M

Top Sellers

1
CM
1
Churchill Management
California
$0
2
HNB
2
Huntington National Bank
Ohio
$162M
3
PIM
3
Parker Investment Management
California
$10M
4
Lido Advisors
4
Lido Advisors
California
$74.3M
5
BFG
5
Barber Financial Group
Kansas
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
376
Citadel Advisors
Florida
$3.2M +$3.2M +41,910 New
MFC
377
Morris Financial Concepts
South Carolina
$3.2M – – –
HSA
378
HBK Sorce Advisory
Pennsylvania
$3.19M +$1.06M +13,859 +50%
EDRIA
379
Edmonds Duncan Registered Investment Advisors
Kansas
$3.15M +$111K +1,447 +4%
MFG
380
Merit Financial Group
Georgia
$3.14M +$14.6K +191 +0.5%
CCP
381
Corient Capital Partners
California
$3.14M – – –
WAG
382
Winthrop Advisory Group
Massachusetts
$3.12M -$2.06K -27 -0.1%
CIC
383
Carnegie Investment Counsel
Ohio
$3.09M -$45.1K -591 -1%
AC
384
Allstate Corporation
Illinois
$3.07M +$3.07M +40,150 New
EFS
385
Essex Financial Services
Connecticut
$3.07M +$37K +485 +1%
HTC
386
Haverford Trust Company
Pennsylvania
$3.07M – – –
WSFS
387
Wilmington Savings Fund Society
Delaware
$3.06M +$106K +1,391 +4%
CAM
388
Carret Asset Management
New York
$3.03M +$88.1K +1,154 +3%
ANTB
389
AMG National Trust Bank
Colorado
$3.02M -$185K -2,417 -6%
DPI
390
Diversified Portfolios Inc
Michigan
$3.01M -$380K -4,973 -11%
WT
391
Whittier Trust
California
$2.99M – – –
RFA
392
RTD Financial Advisors
Pennsylvania
$2.97M +$816K +10,679 +38%
HWM
393
Howard Wealth Management
Connecticut
$2.94M +$372K +4,876 +14%
LNWTC
394
Laird Norton Wetherby Trust Company
Washington
$2.93M -$141K -1,850 -5%
SPP
395
Single Point Partners
Massachusetts
$2.93M +$2.18M +28,589 +291%
WP
396
WMS Partners
Maryland
$2.91M +$4.2K +55 +0.1%
GRP
397
Global Retirement Partners
California
$2.86M +$2.86M +46,411 New
BMCM
398
Bryn Mawr Capital Management
Pennsylvania
$2.86M +$90.7K +1,188 +3%
KBFS
399
Kohmann Bosshard Financial Services
Ohio
$2.86M – – –
CI
400
Conning Inc
Connecticut
$2.86M -$135K -1,771 -5%
14 15
16
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