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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 %
RCG
901
Regatta Capital Group
California
$400K -$257K -3,367 -39%
LHC
902
Little House Capital
Massachusetts
$399K -$61.1K -800 -13%
AA
903
Ancora Advisors
Ohio
$399K +$76 +1 +0%
KCM
904
KRS Capital Management
Michigan
$398K – – –
Betterment LLC
905
Betterment LLC
New York
$398K +$3.44K +45 +0.9%
CAG
906
Curtis Advisory Group
California
$397K +$22.9K +300 +6%
ADL
907
Asset Dedication LLC
California
$397K +$180K +2,349 +83%
PFA
908
Pinnacle Family Advisors
Missouri
$396K -$10.9M -142,161 -96%
AAP
909
Arax Advisory Partners
Colorado
$396K -$2.85M -37,342 -88%
WAM
910
WNY Asset Management
New York
$396K – – –
USCWA
911
U.S. Capital Wealth Advisors
Texas
$395K +$31.8K +417 +9%
PIA
912
Perennial Investment Advisors
California
$394K – – –
Chevy Chase Trust
913
Chevy Chase Trust
Maryland
$393K -$93.9K -1,229 -19%
GG
914
Gleason Group
Kentucky
$393K +$611 +8 +0.2%
PCIA
915
Prime Capital Investment Advisors
Kansas
$390K – – –
SWA
916
Sax Wealth Advisors
New Jersey
$390K +$534 +7 +0.1%
CFC
917
Coyle Financial Counsel
Illinois
$386K – – –
IWN
918
Independent Wealth Network
Iowa
$385K +$70.2K +919 +22%
AWM
919
Affinity Wealth Management
Delaware
$383K -$3.52K -48 -0.9%
ACM
920
Alpha Capital Management
Texas
$382K -$3.82K -50 -1%
SC
921
Schoolcraft Capital
Colorado
$380K – – –
OCG
922
Opus Capital Group
Ohio
$379K – – –
SSW
923
Stone Summit Wealth
Florida
$379K +$379K +4,950 New
ECG
924
Edge Capital Group
Georgia
$377K +$63.6K +833 +20%
SC
925
Shearwater Capital
Colorado
$376K – – –
35 36
37
38 39