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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 %
SWA
476
Strategies Wealth Advisors
Michigan
$1.36M -$26.9K -445 -2%
E
477
ETFidea
New York
$1.32M – – –
RFA
478
Resurgent Financial Advisors
Georgia
$1.31M +$1.31M +21,744 New
EWA
479
ERTS Wealth Advisors
Michigan
$1.31M +$699K +11,579 +115%
MSWMA
480
Market Street Wealth Management Advisors
Indiana
$1.3M -$20K -331 -2%
D
481
Dentgroup
Louisiana
$1.3M +$816K +13,524 +168%
PTC
482
Private Trust Company
Ohio
$1.3M +$1.3M +21,560 New
KWM
483
Kaydan Wealth Management
Michigan
$1.3M -$57.9K -959 -4%
CC
484
Cadinha & Co
Hawaii
$1.3M -$36.2K -600 -3%
AIA
485
Arcadia Investment Advisors
Idaho
$1.3M -$146K -2,412 -10%
NL
486
NWAM LLC
Washington
$1.29M -$474K -7,684 -27%
BWP
487
Bernardo Wealth Planning
Pennsylvania
$1.29M – – –
MW
488
Milestone Wealth
New York
$1.29M +$118K +1,948 +10%
ESB
489
Essex Savings Bank
Connecticut
$1.29M – – –
MSA
490
Marino Stram & Associates
Massachusetts
$1.29M +$17K +282 +1%
PFG
491
Pinnacle Financial Group
Illinois
$1.28M – – –
SFG
492
Summit Financial Group
West Virginia
$1.26M -$3.92K -65 -0.3%
CWC
493
Carolinas Wealth Consulting
North Carolina
$1.25M -$234K -3,882 -16%
B
494
Bensler
Washington
$1.25M -$4.41K -73 -0.4%
AWM
495
Atticus Wealth Management
Florida
$1.24M -$154K -2,546 -11%
FNBTCON
496
First National Bank & Trust Co of Newtown
Pennsylvania
$1.23M +$664 +11 +0.1%
NSB
497
Norway Savings Bank
Maine
$1.22M -$27.9K -462 -2%
MFG
498
Magnus Financial Group
New York
$1.22M -$13.6K -226 -1%
HCP
499
Holt Capital Partners
Texas
$1.21M -$2.41K -40 -0.2%
BC
500
Bartlett & Co
Ohio
$1.2M +$609K +10,087 +104%
18 19
20
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