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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
501
Bartlett & Co Wealth Management
Ohio
$1.2M +$609K +10,087 +104%
RWRC
502
R.W. Roge & Company
New York
$1.19M -$24.9K -413 -2%
BFO
503
Boston Family Office
Massachusetts
$1.19M
SIA
504
Sage Investment Advisers
New York
$1.19M +$184K +3,052 +18%
BONH
505
Bank of New Hampshire
New Hampshire
$1.19M -$697K -11,555 -37%
SF
506
SBK Financial
Virginia
$1.19M -$33.8K -560 -3%
BFS
507
Bradley Foster & Sargent
Connecticut
$1.19M -$32.3K -535 -3%
CAC
508
Certified Advisory Corp
Florida
$1.18M +$107K +1,774 +10%
LNC
509
Lincoln National Corp
Pennsylvania
$1.18M +$176K +2,919 +18%
WI
510
Wintrust Investments
Illinois
$1.17M -$208K -3,451 -15%
CWA
511
Consilio Wealth Advisors
Washington
$1.17M +$11.1K +184 +1%
CWA
512
Choice Wealth Advisors
Maine
$1.17M +$1.17M +19,392 New
CWM
513
Cornerstone Wealth Management
Missouri
$1.16M -$43.6K -722 -4%
TSWM
514
Tyler-Stone Wealth Management
Ohio
$1.15M +$447K +7,401 +64%
LWAC
515
Laurel Wealth Advisors (California)
California
$1.13M -$36.2K -600 -3%
RIA
516
Regal Investment Advisors
Michigan
$1.13M -$31.1K -515 -3%
SKK
517
Shepherd Kaplan Krochuk
Massachusetts
$1.13M
1CP
518
17 Capital Partners
Arizona
$1.12M +$88.2K +1,462 +9%
IWA
519
Inspirion Wealth Advisors
Illinois
$1.12M +$1.12M +18,514 New
IA
520
Insight Advisors
Pennsylvania
$1.11M -$65.7K -949 -6%
PPW
521
PACK Private Wealth
Minnesota
$1.1M -$40.8K -676 -4%
FPFS
522
First Personal Financial Services
North Carolina
$1.1M +$33.7K +558 +3%
LSPW
523
Lake Street Private Wealth
Illinois
$1.1M -$326K -5,401 -23%
SFP
524
Sandbox Financial Partners
Maryland
$1.1M +$37.6K +623 +4%
AIS
525
American Investment Services
Massachusetts
$1.09M +$104K +1,724 +11%