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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$64.5M
3
HW
Hedeker Wealth
Illinois
+$44.2M
4
Bank of America
Bank of America
North Carolina
+$39.5M
5
Stifel Financial
Stifel Financial
Missouri
+$36.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
2
Osaic Holdings
Osaic Holdings
Arizona
-$272M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$228M
4
HNB
Huntington National Bank
Ohio
-$162M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
601
Perritt Capital Management
Illinois
$829K +$14.7K +244 +2%
CW
602
Connectus Wealth
Ohio
$827K +$25.4K +420 +3%
NCM
603
Next Capital Management
New York
$822K – – –
AA
604
Argent Advisors
Louisiana
$822K +$125K +2,076 +18%
Koshinski Asset Management
605
Koshinski Asset Management
Illinois
$821K +$6.04K +100 +0.7%
SQA
606
Simon Quick Advisors
New Jersey
$819K +$140K +2,027 +21%
WPC
607
White Pine Capital
Minnesota
$816K +$30.5K +505 +4%
SCM
608
SOL Capital Management
Maryland
$808K – – –
TIA
609
Tiemann Investment Advisors
California
$807K -$11K -183 -1%
ATFA
610
All Terrain Financial Advisors
Minnesota
$801K – – –
TPWA
611
TRUE Private Wealth Advisors
Oregon
$800K -$6.21K -103 -0.8%
S
612
SignatureFD
Georgia
$799K -$210K -3,472 -21%
QCG
613
Quadrant Capital Group
Ohio
$792K -$16K -265 -2%
CPO
614
Cerity Partners OCIO
New York
$791K -$237K -3,926 -23%
UCIG
615
Ulrich Consultants & Investment Group
New Mexico
$791K +$791K +13,106 New
Asset Management One
616
Asset Management One
Japan
$790K -$1.83M -30,400 -70%
PWA
617
Providence Wealth Advisors
Illinois
$790K – – –
BHWM
618
Bar Harbor Wealth Management
New Hampshire
$789K -$31.9K -529 -4%
CPA
619
Capital Planning Advisors
California
$779K -$18.1K -300 -2%
JAG
620
Journey Advisory Group
Kentucky
$779K +$64K +944 +9%
SFG
621
StrategIQ Financial Group
Indiana
$777K +$241 +4 +0%
PSF
622
Pacific Sun Financial
California
$777K +$80.3K +1,330 +12%
CB
623
Community Bank
New York
$772K +$39.8K +659 +5%
WWM
624
Windsor Wealth Management
Indiana
$768K +$57.4K +924 +8%
FDCDDQ
625
Federation des caisses Desjardins du Quebec
Quebec, Canada
$763K – – –
23 24
25
26 27