IVW icon

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 %
TFS
751
TrustCore Financial Services
Tennessee
$666K +$622K +8,137 +1,401%
CGPCS
752
Capital Group Private Client Services
California
$665K -$15.4K -202 -2%
FTUS
753
Flow Traders U.S.
New York
$661K +$131K +1,722 +25%
CA
754
Claro Advisors
Massachusetts
$660K
TC
755
TAP Consulting
Missouri
$659K +$1.07K +14 +0.2%
HFS
756
Heritage Financial Services
Massachusetts
$658K
MCM
757
Mengis Capital Management
Oregon
$648K -$60.3K -790 -9%
RWA
758
RGT Wealth Advisors
Texas
$648K +$37.2K +487 +6%
FIB
759
First Interstate Bank
Montana
$646K -$9.39K -123 -1%
VC
760
Vicus Capital
Pennsylvania
$645K -$12.3K -161 -2%
ST
761
Sageworth Trust
Pennsylvania
$643K
WA
762
Waverly Advisors
Alabama
$639K -$378K -4,948 -37%
CMP
763
Courage Miller Partners
Virginia
$638K +$37.1K +486 +6%
WF
764
Welch & Forbes
Massachusetts
$637K +$131K +1,717 +26%
WJWM
765
Williams Jones Wealth Management
New York
$632K
DT
766
Diversified Trust
Tennessee
$631K +$253K +3,305 +67%
SWA
767
SFMG Wealth Advisors
Texas
$627K -$38.2K -501 -6%
HCM
768
HMS Capital Management
Tennessee
$624K -$34.1K -446 -5%
BFG
769
Berger Financial Group
Minnesota
$623K
FPGK
770
Financial Partners Group (Kansas)
Kansas
$622K +$2.14K +28 +0.3%
YCM
771
Yousif Capital Management
Michigan
$620K -$4.9M -64,170 -89%
VHAM
772
Van Hulzen Asset Management
California
$620K
DSC
773
Duncker Streett & Co
Missouri
$617K -$153K -2,004 -20%
D
774
Dentgroup
Louisiana
$615K -$234K -3,056 -28%
GI
775
GAMCO Investors
Connecticut
$611K