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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 %
ES
576
Eagle Strategies
New York
$900K
PIM
577
Progressive Investment Management
Oregon
$899K -$3.32K -55 -0.4%
CS
578
Capital Square
Tennessee
$899K +$33.8K +560 +4%
CA
579
Cornerstone Advisory
Maryland
$896K -$265K -4,387 -23%
MG
580
Mather Group
Illinois
$892K -$6.82K -113 -0.8%
DCM
581
Dimension Capital Management
Florida
$885K
LL
582
LPWM LLC
Minnesota
$881K -$21K -331 -2%
JFA
583
JNBA Financial Advisors
Minnesota
$878K -$28.6K -473 -3%
FPS
584
Fieldpoint Private Securities
Connecticut
$874K -$93.6K -1,550 -10%
PCI
585
Planning Center Inc
Illinois
$869K -$10.2K -164 -1%
TWC
586
TD Waterhouse Canada
Ontario, Canada
$868K -$16.4K -218 -2%
ICG
587
InterOcean Capital Group
Tennessee
$867K +$385K +6,372 +80%
CCMD
588
Cypress Capital Management (Delaware)
Delaware
$864K
MWM
589
McNaughton Wealth Management
California
$862K +$5.31K +88 +0.6%
AC
590
AWM Capital
Arizona
$860K -$1.15K -19 -0.1%
DI
591
Disciplined Investments
Oklahoma
$855K +$11.5K +191 +1%
CC
592
Chicago Capital
Illinois
$850K -$12.1K -200 -1%
PWM
593
Perigon Wealth Management
California
$844K -$118K -1,952 -12%
MA
594
MKT Advisors
California
$844K +$54.7K +878 +7%
PAMG
595
Patton Albertson Miller Group
Tennessee
$840K -$1.75K -29 -0.2%
GWM
596
GSB Wealth Management
Connecticut
$838K -$65.1K -1,078 -7%
AW
597
ACG Wealth
Georgia
$836K -$452K -7,493 -35%
BOH
598
Bank of Hawaii
Hawaii
$836K
MCM
599
McDonough Capital Management
Florida
$835K -$66.2K -1,097 -7%
KCM
600
Kennicott Capital Management
California
$830K