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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 %
WMS
801
Wealth Management Solutions
Pennsylvania
$554K -$171K -2,241 -24%
UBV
802
United Bank (Virginia)
Virginia
$550K – – –
SIC
803
Salem Investment Counselors
North Carolina
$550K – – –
IRAG
804
Investment Research & Advisory Group
Georgia
$546K -$153 -2 -0%
MC
805
Middleton & Co
Massachusetts
$545K +$5.8K +76 +1%
ACA
806
Affinity Capital Advisors
California
$545K +$42.6K +557 +8%
AP
807
Advisor Partners
California
$539K – – –
RFN
808
Redwood Financial Network
Ohio
$539K +$539K +7,061 New
FNBOSM
809
First National Bank of South Miami
Florida
$536K -$6.26K -82 -1%
HCM
810
Harvey Capital Management
Florida
$534K – – –
RWA
811
Ropes Wealth Advisors
Massachusetts
$532K – – –
DWM
812
Darwin Wealth Management
Florida
$529K -$12.1K -158 -2%
FAM
813
Formidable Asset Management
Ohio
$527K – – –
CIBC World Market
814
CIBC World Market
Ontario, Canada
$526K -$9.01K -118 -2%
JGIA
815
Jackson Grant Investment Advisers
Connecticut
$521K +$841 +11 +0.2%
WG
816
Welch Group
Alabama
$519K – – –
GEA
817
Glen Eagle Advisors
New Jersey
$516K -$190K -2,485 -27%
BBPWM
818
Blue Bell Private Wealth Management
Pennsylvania
$515K -$18.3K -240 -3%
RIA
819
Realta Investment Advisors
Delaware
$513K -$23.8K -311 -4%
BWM
820
BlackDiamond Wealth Management
New York
$512K -$7.95K -104 -2%
NP
821
NorthRock Partners
Minnesota
$511K +$5.35K +70 +1%
LA
822
Latitude Advisors
Florida
$509K +$509K +6,666 New
QC
823
Quent Capital
New York
$507K +$267K +3,502 +111%
AWS
824
AJ Wealth Strategies
New York
$506K – – –
VWA
825
V Wealth Advisors
Kansas
$505K +$148K +1,940 +42%
31 32
33
34 35