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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
JPMorgan Chase & Co
New York
$3.24B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$852M
3
HW
Hedeker Wealth
Illinois
$44.2M
4
Bank of America
Bank of America
North Carolina
$1.04B
5
Stifel Financial
Stifel Financial
Missouri
$401M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$518M
2
Osaic Holdings
Osaic Holdings
Arizona
$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
HNB
Huntington National Bank
Ohio
$137M
5
CIAS
CFS Investment Advisory Services
New Jersey
$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
451
HM Payson & Co
Maine
$1.51M +$148K +2,458 +11%
PA
452
PSI Advisors
Florida
$1.5M -$89.1K -1,476 -6%
PIM
453
Parker Investment Management
California
$1.49M -$6.42M -106,385 -81%
SCA
454
Southern Capital Advisors
Tennessee
$1.49M +$48.7K +807 +3%
Wealth Enhancement Advisory Services
455
Wealth Enhancement Advisory Services
Minnesota
$1.49M -$97.9K -1,543 -6%
DW
456
Domani Wealth
Pennsylvania
$1.48M – – –
FAM
457
Frontier Asset Management
Wyoming
$1.48M +$1.48M +24,492 New
EK
458
Evensky & Katz
Florida
$1.47M +$2.29K +38 +0.2%
MWM
459
Marietta Wealth Management
Georgia
$1.46M – – –
KA
460
Kovack Advisors
Florida
$1.44M -$125K -2,063 -8%
AA
461
Alesco Advisors
New York
$1.43M – – –
SOS
462
Silver Oak Securities
Tennessee
$1.42M -$374K -5,778 -21%
OWA
463
Outlook Wealth Advisors
Texas
$1.42M -$102K -1,694 -7%
MW
464
Marcum Wealth
Ohio
$1.41M -$98.1K -1,625 -6%
TCM
465
Triumph Capital Management
Colorado
$1.41M +$73.8K +1,223 +6%
MWA
466
Meridian Wealth Advisors
Texas
$1.41M +$2.35K +39 +0.2%
BA
467
Bellwether Advisors
Nebraska
$1.4M -$460K -7,622 -25%
CLG
468
Cooperman Leon G
$1.4M – – –
AF
469
Alerus Financial
North Dakota
$1.39M – – –
VWA
470
V Wealth Advisors
Kansas
$1.39M +$992K +16,440 +249%
HT
471
Heritage Trust
Oklahoma
$1.39M +$11.4K +189 +0.8%
BP
472
Ballentine Partners
Massachusetts
$1.38M -$13.3K -221 -1%
FFM
473
Forum Financial Management
Illinois
$1.37M – – –
JGC
474
J. Goldman & Co
New York
$1.36M +$312K +5,171 +30%
VC
475
Veracity Capital
Georgia
$1.36M +$386K +6,389 +39%
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