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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 %
VVP
551
Venture Visionary Partners
Ohio
$986K +$302 +5 +0%
HIM
552
Hotaling Investment Management
Pennsylvania
$985K
MGWM
553
Marks Group Wealth Management
Minnesota
$979K +$1.99K +33 +0.2%
FWM
554
Frontier Wealth Management
Missouri
$978K -$71.5K -1,185 -7%
HCMG
555
Howard Capital Management Group
California
$967K -$132K -2,194 -12%
CAG
556
Crestwood Advisors Group
Massachusetts
$967K -$4.53K -75 -0.5%
CIR
557
Clear Investment Research
Georgia
$964K +$85.3K +1,413 +10%
GMA
558
Goldstein Munger & Associates
California
$961K
KIG
559
Kessler Investment Group
Indiana
$955K -$210K -3,477 -18%
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$953K -$478K -7,926 -33%
DAS
561
Dynamic Advisor Solutions
Arizona
$948K -$151K -2,496 -14%
BAG
562
Briggs Advisory Group
Rhode Island
$948K
CPIG
563
Chicago Partners Investment Group
Illinois
$943K +$18.4K +270 +2%
SIAM
564
Sterling Investment Advisors (Missouri)
Missouri
$942K -$7.48K -124 -0.8%
CWP
565
Curated Wealth Partners
California
$941K -$513K -8,500 -35%
BFM
566
Boston Financial Management
Massachusetts
$939K -$9.06K -150 -1%
LA
567
Legacy Advisors
Pennsylvania
$939K
RW
568
REDW Wealth
New Mexico
$938K -$12.3K -204 -1%
PMG
569
ProVise Management Group
Florida
$938K -$10.9K -180 -1%
BFAG
570
Blackston Financial Advisory Group
Florida
$926K -$110K -1,743 -11%
EWA
571
Exencial Wealth Advisors
Oklahoma
$926K +$638K +10,569 +221%
Amundi
572
Amundi
France
$916K +$840K +13,920 +1,103%
HSA
573
HBK Sorce Advisory
Pennsylvania
$913K -$1.61M -26,658 -64%
LC
574
LTG Capital
Massachusetts
$913K +$4.53K +75 +0.5%
SFO
575
Stokes Family Office
Louisiana
$902K +$340K +5,626 +60%