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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 %
AIP
851
ARS Investment Partners
New York
$466K – – –
PCMC
852
Private Capital Management (Colorado)
Colorado
$466K +$102K +1,336 +28%
PIFP
853
Partners in Financial Planning
Virginia
$461K +$138 +2 +0%
MSFS
854
Main Street Financial Solutions
Pennsylvania
$461K -$39.1K -512 -8%
CGA
855
Crescent Grove Advisors
Illinois
$460K – – –
CA
856
Continuum Advisory
Idaho
$460K +$54.1K +809 +13%
LJAC
857
L.J. Altfest & Co
New York
$458K – – –
CFA
858
CWS Financial Advisors
Michigan
$457K – – –
EIA
859
Eldridge Investment Advisors
New Hampshire
$456K -$9.79K -128 -2%
WTB
860
Washington Trust Bank
Washington
$454K – – –
EVM
861
Eaton Vance Management
Massachusetts
$453K – – –
HWA
862
HCR Wealth Advisors
California
$451K – – –
SB
863
Sunflower Bank
Texas
$449K -$122K -1,600 -21%
VBFG
864
Vishria Bird Financial Group
Tennessee
$449K – – –
LB
865
Legacy Bridge
Iowa
$449K – – –
BWM
866
BerganKDV Wealth Management
Minnesota
$448K -$178K -2,328 -28%
SPI
867
Sutton Place Investors
New York
$443K -$10.5K -151 -2%
AC
868
Abbrea Capital
California
$442K – – –
OPWM
869
Oakwell Private Wealth Management
Texas
$436K – – –
BC
870
Brio Consultants
California
$433K -$1.22K -16 -0.3%
VFA
871
Voya Financial Advisors
Connecticut
$433K +$433K +5,573 New
RRWA
872
Rainey & Randall Wealth Advisors
Florida
$431K +$7.18K +94 +2%
DFC
873
DB Fitzpatrick & Co
Idaho
$429K -$19.5K -255 -4%
MI
874
Moneywise Inc
Virginia
$429K +$687 +9 +0.2%
BTWM
875
Baker Tilly Wealth Management
Wisconsin
$429K +$3.82K +50 +0.9%
33 34
35
36 37