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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 %
BBHC
626
Brown Brothers Harriman & Co
New York
$761K
TFO
627
Tarbox Family Office
California
$761K +$483 +8 +0.1%
IIC
628
Integrated Investment Consultants
Michigan
$756K +$97.9K +1,623 +15%
YIH
629
Y-Intercept (HK)
Hong Kong
$754K +$754K +12,499 New
KJWM
630
Kiley Juergens Wealth Management
Washington
$750K +$750K +12,428 New
FNT
631
First National Trust
Pennsylvania
$748K -$15.5K -257 -2%
GPFA
632
Game Plan Financial Advisors
Ohio
$741K -$9.6K -160 -1%
AWA
633
Alta Wealth Advisors
Massachusetts
$740K -$6.53K -108 -0.9%
FCC
634
Florin Court Capital
United Kingdom
$739K -$6.81M -112,900 -90%
4WM
635
4J Wealth Management
Virginia
$736K -$62.4K -1,034 -8%
Bessemer Group
636
Bessemer Group
New Jersey
$731K -$446K -7,396 -38%
CA
637
Claro Advisors
Massachusetts
$728K +$252K +4,169 +53%
CIAS
638
CFS Investment Advisory Services
New Jersey
$727K -$78.8M -1,304,604 -99%
DC
639
Davenport & Co
Virginia
$726K -$49.4K -819 -6%
CA
640
Calton & Associates
Florida
$723K -$1.27M -21,103 -64%
MPM
641
Meritage Portfolio Management
Kansas
$723K
CGFA
642
Colton Groome Financial Advisors
North Carolina
$721K +$158K +2,611 +28%
SWM
643
SeaCrest Wealth Management
New York
$718K -$52.2K -865 -7%
RWP
644
RWA Wealth Partners
Massachusetts
$716K +$716K +11,858 New
FPW
645
Flagship Private Wealth
Massachusetts
$715K +$60 +1 +0%
CFGS
646
Concourse Financial Group Securities
Alabama
$713K -$39.2K -650 -5%
CWM
647
C2C Wealth Management
Arizona
$712K
TI
648
Truepoint Inc
Ohio
$711K -$3.68K -61 -0.5%
NCM
649
Novare Capital Management
North Carolina
$710K -$312K -5,175 -31%
LF
650
LifeSteps Financial
California
$710K