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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$581M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$295M
3
Osaic Holdings
Osaic Holdings
Arizona
+$278M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$228M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$175M

Top Sellers

1
CM
Churchill Management
California
-$256M
2
HNB
Huntington National Bank
Ohio
-$155M
3
PIM
Parker Investment Management
California
-$104M
4
Lido Advisors
Lido Advisors
California
-$80.3M
5
BFG
Barber Financial Group
Kansas
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
576
Perigon Wealth Management
California
$1.22M -$120K -1,566 -9%
BRWM
577
B. Riley Wealth Management
Tennessee
$1.22M -$76 -1 -0%
GMA
578
Goldstein Munger & Associates
California
$1.22M – – –
BFAG
579
Blackston Financial Advisory Group
Florida
$1.21M -$432K -5,843 -26%
RW
580
REDW Wealth
New Mexico
$1.2M – – –
SIAM
581
Sterling Investment Advisors (Missouri)
Missouri
$1.2M +$31.8K +416 +3%
PMG
582
ProVise Management Group
Florida
$1.2M -$8.86K -116 -0.7%
BAG
583
Briggs Advisory Group
Rhode Island
$1.2M – – –
BFM
584
Boston Financial Management
Massachusetts
$1.2M – – –
WEG
585
World Equity Group
Illinois
$1.2M +$1.2M +15,652 New
LA
586
Legacy Advisors
Pennsylvania
$1.19M +$1.19M +15,552 New
AT
587
American Trust
Kentucky
$1.19M +$1.19M +15,557 New
Millennium Management
588
Millennium Management
New York
$1.17M -$1.46M -19,149 -56%
MWM
589
Mission Wealth Management
California
$1.17M +$140K +1,829 +14%
WCF
590
West Coast Financial
California
$1.16M – – –
VR
591
Viridian RIA
Washington
$1.16M -$1.08M -12,873 Closed
PCG
592
Private Capital Group
Connecticut
$1.16M +$3.9K +51 +0.3%
WAP
593
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$491K +6,424 +74%
LC
594
LTG Capital
Massachusetts
$1.15M -$94K -1,231 -8%
JFA
595
JNBA Financial Advisors
Minnesota
$1.15M -$94.3K -1,234 -8%
GWM
596
GSB Wealth Management
Connecticut
$1.14M -$25.8K -338 -2%
PIM
597
Progressive Investment Management
Oregon
$1.14M -$916 -12 -0.1%
MCM
598
McDonough Capital Management
Florida
$1.14M – – –
VCM
599
Virtue Capital Management
Tennessee
$1.14M +$1.14M +14,941 New
ES
600
Eagle Strategies
New York
$1.14M – – –
22 23
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