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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$581M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$295M
3
Osaic Holdings
Osaic Holdings
Arizona
+$278M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$228M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$175M

Top Sellers

1
CM
Churchill Management
California
-$256M
2
HNB
Huntington National Bank
Ohio
-$155M
3
PIM
Parker Investment Management
California
-$104M
4
Lido Advisors
Lido Advisors
California
-$80.3M
5
BFG
Barber Financial Group
Kansas
-$71.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
701
Lazard Asset Management
New York
$785K – – –
TWM
702
Titus Wealth Management
California
$783K +$160K +2,099 +26%
NCM
703
Neumann Capital Management
California
$782K -$22.9K -300 -3%
FRA
704
Front Row Advisors
California
$780K -$15.3K -200 -2%
MA
705
Montag & Associates
Georgia
$775K -$53.8K -704 -6%
SWA
706
Sutton Wealth Advisors
Florida
$772K – – –
LTI
707
Laffer Tengler Investments
Tennessee
$770K -$4.05K -53 -0.5%
PCA
708
Personal Capital Advisors
California
$770K -$463K -6,054 -38%
HCA
709
Heck Capital Advisors
Wisconsin
$769K -$123K -1,616 -14%
AFA
710
American Financial Advisors
Georgia
$768K +$1.38K +18 +0.2%
EWA
711
ERTS Wealth Advisors
Michigan
$767K +$767K +10,041 New
HIA
712
Harbor Investment Advisory
Maryland
$764K -$28.3K -370 -4%
FCA
713
FinTrust Capital Advisors
South Carolina
$762K – – –
FHA
714
Flagship Harbor Advisors
Massachusetts
$761K -$193K -2,524 -20%
RC
715
RegentAtlantic Capital
New Jersey
$761K -$4.89K -64 -0.6%
SQA
716
Simon Quick Advisors
New Jersey
$753K -$5.5K -72 -0.7%
BFA
717
Beaumont Financial Advisors
Massachusetts
$745K – – –
BCWM
718
Bartlett & Co Wealth Management
Ohio
$744K +$97.6K +1,278 +15%
BC
719
Bartlett & Co
Ohio
$744K +$97.6K +1,278 +15%
HCM
720
Highview Capital Management
Illinois
$744K +$381K +4,987 +105%
OC
721
Oakworth Capital
Alabama
$740K – – –
AWM
722
Altium Wealth Management
New York
$740K +$352K +4,602 +90%
FIM
723
Fernwood Investment Management
Massachusetts
$738K – – –
SIC
724
Sigma Investment Counselors
Michigan
$734K +$147K +1,925 +25%
GWS
725
Glassman Wealth Services
Virginia
$731K – – –
27 28
29
30 31