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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 %
KW
676
KWB Wealth
California
$855K
CFD
677
Creative Financial Designs
Indiana
$853K +$32.2K +422 +4%
WWM
678
Windsor Wealth Management
Indiana
$852K -$1.45M -19,456 -63%
SHA
679
Seneca House Advisors
Virginia
$852K +$153 +2 +0%
FWCM
680
Ferguson Wellman Capital Management
Oregon
$852K +$7.03K +92 +0.8%
LSAG
681
Lake Street Advisors Group
New Hampshire
$846K +$846K +11,080 New
CPIG
682
Chicago Partners Investment Group
Illinois
$843K +$52.7K +849 +7%
SPIA
683
Strategic Point Investment Advisors
Rhode Island
$841K -$6.11K -80 -0.7%
DIA
684
Dana Investment Advisors
Wisconsin
$840K -$23.5K -307 -3%
TWM
685
Tradition Wealth Management
Minnesota
$840K +$306 +4 +0%
IIC
686
Integrated Investment Consultants
Michigan
$833K -$383K -5,019 -32%
FT
687
Fiduciary Trust
Massachusetts
$826K -$145K -1,900 -15%
AIA
688
Arbor Investment Advisors
North Carolina
$826K
ACM
689
Azimuth Capital Management
Michigan
$823K -$27.6K -361 -3%
PP
690
Prosperity Planning
Missouri
$819K
FFS
691
Founders Financial Securities
Maryland
$819K +$73.4K +962 +10%
JWBC
692
J.W. Burns & Co
New York
$817K -$1.91K -25 -0.2%
PFBT
693
Parkside Financial Bank & Trust
Missouri
$816K -$10.7K -140 -1%
CWM
694
C2C Wealth Management
Arizona
$816K +$73 +1 +0%
FA
695
Fiducient Advisors
Illinois
$811K +$1.3K +17 +0.2%
SWM
696
Stockman Wealth Management
Montana
$808K
MA
697
MKT Advisors
California
$806K -$3.18K -50 -0.4%
JAG
698
Journey Advisory Group
Kentucky
$805K
KWM
699
Kingsview Wealth Management
Oregon
$804K +$170K +2,220 +27%
JFG
700
JMG Financial Group
Illinois
$789K +$86.9K +1,137 +12%