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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 %
EFS
376
Essex Financial Services
Connecticut
$2.34M -$83K -1,375 -3%
HWM
377
Howard Wealth Management
Connecticut
$2.32M -$3.02K -50 -0.1%
DPI
378
Diversified Portfolios Inc
Michigan
$2.31M -$69.8K -1,156 -3%
EDRIA
379
Edmonds Duncan Registered Investment Advisors
Kansas
$2.27M -$213K -3,530 -9%
KBFS
380
Kohmann Bosshard Financial Services
Ohio
$2.26M – – –
First Manhattan
381
First Manhattan
New York
$2.25M +$20.3K +337 +0.9%
First Trust Advisors
382
First Trust Advisors
Illinois
$2.25M +$159K +2,637 +8%
TFA
383
Tobias Financial Advisors
Florida
$2.24M +$696K +11,537 +45%
GCM
384
Gables Capital Management
Florida
$2.23M – – –
EPP
385
ETF Portfolio Partners
Kansas
$2.21M +$27.3K +452 +1%
CWAG
386
Compton Wealth Advisory Group
Virginia
$2.21M +$109K +1,811 +5%
GPWA
387
Great Point Wealth Advisors
Massachusetts
$2.2M – – –
SCI
388
S&CO Inc
Massachusetts
$2.15M – – –
MA
389
MBA Advisors
Pennsylvania
$2.14M -$12.1K -200 -0.6%
WA
390
Waverly Advisors
Alabama
$2.13M +$1.63M +26,929 +322%
LC
391
Lindbrook Capital
California
$2.11M +$68.6K +1,137 +3%
HI
392
Harbour Investments
Wisconsin
$2.1M +$2.1M +34,864 New
KOC
393
Koss-Olinger Consulting
Florida
$2.1M -$3.85M -63,807 -65%
MPCG
394
Matrix Private Capital Group
New York
$2.09M -$14K -232 -0.7%
FLPIM
395
F.L. Putnam Investment Management
Massachusetts
$2.08M +$1.08M +17,949 +109%
CI
396
Conning Inc
Connecticut
$2.04M -$222K -3,681 -10%
BA
397
Bristlecone Advisors
Washington
$2.02M -$922K -15,284 -31%
SLT
398
St Louis Trust
Missouri
$2.02M – – –
CIA
399
Choate Investment Advisors
Massachusetts
$2M -$20.5K -340 -1%
CF
400
Corrigan Financial
Rhode Island
$1.98M -$48.4K -802 -2%
14 15
16
17 18