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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 %
CWC
476
Carolinas Wealth Consulting
North Carolina
$1.88M +$407K +5,323 +28%
DW
477
Domani Wealth
Pennsylvania
$1.87M
JWM
478
JGP Wealth Management
Oregon
$1.86M +$181K +2,433 +11%
EK
479
Evensky & Katz
Florida
$1.86M +$1.15K +15 +0.1%
SG
480
StoneX Group
New York
$1.85M -$1.93M -25,204 -51%
MWM
481
Marietta Wealth Management
Georgia
$1.85M
SCA
482
Southern Capital Advisors
Tennessee
$1.83M -$311K -4,070 -15%
AIA
483
Arcadia Investment Advisors
Idaho
$1.82M -$242K -3,174 -12%
PWPS
484
Pinnacle Wealth Planning Services
Ohio
$1.81M +$1.03M +13,537 +133%
AA
485
Alesco Advisors
New York
$1.81M -$1.53K -20 -0.1%
LSPW
486
Lake Street Private Wealth
Illinois
$1.8M +$32.9K +431 +2%
MWA
487
Meridian Wealth Advisors
Texas
$1.78M -$25K -328 -1%
PFA
488
Pathway Financial Advisors
Vermont
$1.78M
CLG
489
Cooperman Leon G
$1.77M
AWM
490
Atticus Wealth Management
Florida
$1.77M -$37K -485 -2%
BP
491
Ballentine Partners
Massachusetts
$1.76M +$20.1K +263 +1%
AF
492
Alerus Financial
North Dakota
$1.76M
SWA
493
Strategies Wealth Advisors
Michigan
$1.75M -$159K -2,085 -8%
WI
494
Wintrust Investments
Illinois
$1.75M -$90.6K -1,186 -5%
AWE
495
Avidian Wealth Enterprises
Texas
$1.75M +$87.1K +1,140 +5%
HT
496
Heritage Trust
Oklahoma
$1.74M +$42.2K +552 +2%
SFS
497
Security Financial Services
Indiana
$1.74M +$752K +9,842 +76%
FFM
498
Forum Financial Management
Illinois
$1.73M +$178K +2,330 +11%
HPC
499
HM Payson & Co
Maine
$1.72M
KWM
500
Kaydan Wealth Management
Michigan
$1.72M +$13.7K +179 +0.8%