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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MG
601
Mather Group
Illinois
$1.14M +$67.6K +885 +6%
DCM
602
Dimension Capital Management
Florida
$1.12M
CIR
603
Clear Investment Research
Georgia
$1.11M -$162K -2,122 -13%
CW
604
Connectus Wealth
Ohio
$1.11M +$1.11M +13,279 New
MHS
605
M Holdings Securities
Oregon
$1.11M +$1.11M +14,486 New
PFM
606
Phillips Financial Management
Indiana
$1.1M -$240K -3,143 -18%
TRIA
607
Trail Ridge Investment Advisors
Colorado
$1.1M -$71.6K -937 -6%
CS
608
Capital Square
Tennessee
$1.1M
CCMD
609
Cypress Capital Management (Delaware)
Delaware
$1.09M
NEPWA
610
New England Private Wealth Advisors
Massachusetts
$1.09M -$106K -1,394 -9%
CC
611
Chicago Capital
Illinois
$1.09M -$188K -2,465 -15%
AC
612
AWM Capital
Arizona
$1.09M -$48.7K -638 -4%
NEWAS
613
N.E.W. Advisory Services
Wisconsin
$1.09M +$439K +6,740 +68%
TWC
614
TD Waterhouse Canada
Ontario, Canada
$1.09M -$4.53K -49 -0.4%
MWM
615
McNaughton Wealth Management
California
$1.08M +$200K +2,623 +23%
PCI
616
Planning Center Inc
Illinois
$1.08M -$90.1K -1,180 -8%
LL
617
LPWM LLC
Minnesota
$1.07M +$62.5K +831 +6%
DI
618
Disciplined Investments
Oklahoma
$1.07M +$102K +1,339 +11%
PAMG
619
Patton Albertson Miller Group
Tennessee
$1.07M -$33.6K -440 -3%
BOH
620
Bank of Hawaii
Hawaii
$1.06M -$39.9K -523 -4%
KCM
621
Kennicott Capital Management
California
$1.05M
OIS
622
Okabena Investment Services
Minnesota
$1.05M
MCWS
623
McKinley Carter Wealth Services
West Virginia
$1.04M -$23.2K -304 -2%
NCM
624
Next Capital Management
New York
$1.04M -$17.7K -232 -2%
BHWM
625
Bar Harbor Wealth Management
New Hampshire
$1.04M -$866K -11,341 -45%