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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 %
AWA
651
Alta Wealth Advisors
Massachusetts
$943K -$206K -2,700 -18%
PCS
652
Personal CFO Solutions
New Jersey
$940K -$411K -5,378 -30%
FCH
653
Freestone Capital Holdings
Washington
$937K
TPWA
654
TRUE Private Wealth Advisors
Oregon
$936K -$481K -6,875 -34%
IAN
655
Integrated Advisors Network
Texas
$927K -$149K -1,945 -14%
CB
656
Community Bank
New York
$926K -$60K -786 -6%
CWM
657
Congress Wealth Management
Massachusetts
$919K -$107K -1,402 -10%
MPM
658
Meritage Portfolio Management
Kansas
$914K
FPW
659
Flagship Private Wealth
Massachusetts
$905K -$178K -2,325 -16%
TI
660
Truepoint Inc
Ohio
$905K
LF
661
LifeSteps Financial
California
$899K
FWM
662
Focused Wealth Management
New York
$890K
APW
663
Aurora Private Wealth
New Jersey
$889K -$23.1K -303 -3%
TYCC
664
Texas Yale Capital Corp
Florida
$886K
BCM
665
Brasada Capital Management
Texas
$884K
TSWM
666
Tyler-Stone Wealth Management
Ohio
$884K
PSF
667
Pacific Sun Financial
California
$882K +$22.9K +300 +3%
BS
668
Boenning & Scattergood
Pennsylvania
$882K +$30.6K +400 +4%
AA
669
Argent Advisors
Louisiana
$881K -$417K -5,457 -32%
MA
670
MONECO Advisors
Connecticut
$873K +$916 +12 +0.1%
FA
671
Fountainhead AM
New Jersey
$872K +$1.45K +19 +0.2%
SC
672
Scotia Capital
Ontario, Canada
$869K -$3.01M -39,386 -78%
AA
673
Advisory Alpha
Michigan
$869K -$59.7K -782 -6%
MMHP
674
Murphy Middleton Hinkle & Parker
Georgia
$868K +$611 +8 +0.1%
CW
675
CreativeOne Wealth
Kansas
$860K -$660K -8,639 -43%