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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 %
SW
451
SVB Wealth
Massachusetts
$2.13M +$76 +1 +0%
RhumbLine Advisers
452
RhumbLine Advisers
Massachusetts
$2.13M
IFWM
453
Institute for Wealth Management
Colorado
$2.13M -$76.4K -1,001 -3%
BF
454
Blankinship & Foster
California
$2.12M -$84.9K -1,112 -4%
CWM
455
CCG Wealth Management
California
$2.11M -$24.7K -323 -1%
AIP
456
Ahrens Investment Partners
Louisiana
$2.11M -$29.6K -388 -1%
VNB
457
Virginia National Bank
Virginia
$2.11M +$2.11M +27,558 New
BC
458
Bowman & Company
Wisconsin
$2.08M -$661K -8,653 -24%
SOS
459
Silver Oak Securities
Tennessee
$2.06M +$2.06M +27,710 New
PA
460
Procyon Advisors
Connecticut
$2.06M -$144K -1,891 -7%
SIA
461
Schechter Investment Advisors
Michigan
$2.03M
CWP
462
Curated Wealth Partners
California
$2.02M
PA
463
PSI Advisors
Florida
$2.02M -$33.6K -440 -2%
BFA
464
Beacon Financial Advisory
Ohio
$2.01M -$27.8K -364 -1%
KA
465
Kovack Advisors
Florida
$1.98M +$66.8K +875 +4%
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$1.96M +$52K +681 +3%
TFA
467
Tobias Financial Advisors
Florida
$1.95M +$1.95M +25,546 New
Wealth Enhancement Advisory Services
468
Wealth Enhancement Advisory Services
Minnesota
$1.95M +$239K +3,069 +14%
MA
469
MCF Advisors
Kentucky
$1.94M +$1.94M +25,450 New
IB
470
Intrust Bank
Kansas
$1.94M -$63.1K -826 -3%
RCG
471
Resource Consulting Group
Florida
$1.92M
SMG
472
Spectrum Management Group
Indiana
$1.92M -$76.2K -997 -4%
SWA
473
Stratos Wealth Advisors
Ohio
$1.92M +$70.5K +923 +4%
OWA
474
Outlook Wealth Advisors
Texas
$1.92M -$22.3K -292 -1%
MW
475
Marcum Wealth
Ohio
$1.91M -$2M -26,140 -51%