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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 %
NCM
726
NCM Capital Management
New Jersey
$730K +$168K +2,202 +30%
WCG
727
Weaver Consulting Group
California
$728K +$37.6K +492 +5%
Neuberger Berman Group
728
Neuberger Berman Group
New York
$723K +$400K +5,239 +124%
PB
729
Pinnacle Bancorp
Nebraska
$721K -$39K -511 -5%
RBFC
730
Roman Butler Fullerton & Co
Missouri
$718K -$4.58K -60 -0.6%
CB
731
CNB Bank
Pennsylvania
$718K
UFA
732
US Financial Advisors
Massachusetts
$713K -$211K -2,763 -23%
CGFA
733
Colton Groome Financial Advisors
North Carolina
$713K -$127K -1,668 -15%
EWM
734
Empirical Wealth Management
Washington
$713K +$39.7K +520 +6%
SFO
735
Stokes Family Office
Louisiana
$712K +$456K +5,972 +178%
CANC
736
Culbertson A N & Co
Virginia
$711K
CTA
737
Colonial Trust Advisors
South Carolina
$705K -$18.9K -247 -3%
AFG
738
Albion Financial Group
Utah
$703K
SDWMA
739
Schneider Downs Wealth Management Advisors
Pennsylvania
$697K +$4.89K +64 +0.7%
RMCM
740
Reynders McVeigh Capital Management
Massachusetts
$692K
CWS
741
Confluence Wealth Services
Pennsylvania
$688K -$15.4K -202 -2%
AssetMark Inc
742
AssetMark Inc
California
$688K +$542K +7,093 +370%
KFA
743
Kelleher Financial Advisors
New York
$687K
PA
744
Pinnacle Associates
New York
$686K
JIC
745
Joel Isaacson & Co
New York
$685K -$4.03K -56 -0.6%
LWP
746
Legacy Wealth Planning
Nevada
$682K +$28.7K +376 +4%
TWP
747
TFO Wealth Partners
Ohio
$679K -$13.5K -176 -2%
AIP
748
Almanack Investment Partners
Pennsylvania
$670K -$66.1K -866 -9%
TI
749
tru Independence
Oregon
$667K -$58.6K -768 -8%
SSB
750
Sandy Spring Bank
Maryland
$666K -$7.41K -97 -1%