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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 %
OPW
826
Oxler Private Wealth
New York
$504K – – –
CCA
827
Column Capital Advisors
Indiana
$502K – – –
TC
828
Truvestments Capital
Florida
$500K +$7.18K +94 +1%
APW
829
Atlantic Private Wealth
North Carolina
$499K +$765 +10 +0.2%
CTA
830
Chesley Taft & Associates
Illinois
$498K – – –
IWP
831
Icon Wealth Partners
Texas
$497K – – –
FC
832
Fusion Capital
South Carolina
$496K -$103K -1,353 -17%
TF
833
Tompkins Financial
New York
$496K – – –
TCA
834
Transcend Capital Advisors
New Jersey
$496K +$81.2K +1,063 +20%
ST
835
Sabal Trust
Florida
$495K – – –
PO
836
Private Ocean
California
$487K -$69.2K -906 -12%
LWANC
837
Laurel Wealth Advisors (North Carolina)
North Carolina
$487K -$29.4K -385 -6%
RF
838
Resolute Financial
Massachusetts
$487K +$688 +9 +0.1%
TPW
839
TL Private Wealth
Texas
$486K +$9.7K +135 +2%
MWP
840
Madison Wealth Partners
Wisconsin
$481K +$9.17K +120 +2%
MWA
841
Monograph Wealth Advisors
California
$478K – – –
GGS
842
Galvin Gaustad & Stein
Arizona
$474K -$27.4K -359 -5%
GAG
843
Goodman Advisory Group
Massachusetts
$472K -$65.7K -860 -12%
RA
844
RFG Advisory
Alabama
$472K +$535 +7 +0.1%
LSA
845
L & S Advisors
California
$471K -$420K -5,502 -47%
ACM
846
Advisors Capital Management
New Jersey
$470K -$30.6K -400 -6%
GIA
847
Guyasuta Investment Advisors
Pennsylvania
$469K – – –
3LCM
848
3D/L Capital Management
Connecticut
$469K +$67.1K +878 +17%
FFA
849
Freedman Financial Associates
Massachusetts
$467K +$156 +2 +0%
MWAM
850
Manhattan West Asset Management
California
$467K +$467K +6,110 New
32 33
34
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