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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 %
CWM
926
Chesapeake Wealth Management
Virginia
$375K -$3.06K -40 -0.8%
SIC
927
Samalin Investment Counsel
New York
$372K -$121K -1,585 -25%
WCM
928
Wealthcare Capital Management
Virginia
$370K -$133K -1,743 -26%
LFG
929
Larson Financial Group
Missouri
$369K -$3.25M -42,526 -90%
PL
930
Plancorp LLC
Missouri
$369K – – –
CPFP
931
Clear Perspectives Financial Planning
Ohio
$367K -$4.2K -55 -1%
AWA
932
Amplius Wealth Advisors
Pennsylvania
$367K +$534 +7 +0.1%
HPWM
933
Highland Private Wealth Management
Washington
$366K +$229 +3 +0.1%
HGWM
934
Horst & Graben Wealth Management
Oregon
$366K +$366K +4,795 New
EWA
935
Exencial Wealth Advisors
Oklahoma
$365K +$58.1K +761 +19%
VAS
936
Vestmark Advisory Solutions
Massachusetts
$363K -$207K -2,712 -36%
DBT
937
Dubuque Bank & Trust
Iowa
$362K -$287K -3,767 -44%
FB
938
Fulton Bank
Pennsylvania
$362K -$12.2K -160 -3%
SAM
939
Summit Asset Management
Tennessee
$362K – – –
RWM
940
Ritholtz Wealth Management
New York
$359K – – –
SVWAG
941
Sound View Wealth Advisors Group
Georgia
$359K +$7.55K +99 +2%
CPSAC
942
Chas P. Smith & Associates (CPS)
Florida
$357K – – –
BAMG
943
Brand Asset Management Group
Missouri
$357K – – –
NMG
944
New Millennium Group
Utah
$356K -$300K -3,928 -46%
WH
945
Willner & Heller
California
$354K -$1.67K -20 -0.5%
KM
946
Kalos Management
Georgia
$353K -$2.86M -41,095 -89%
ST
947
Sentinel Trust
Texas
$353K – – –
EVC
948
Eidelman Virant Capital
Missouri
$351K – – –
NL
949
Navalign LLC
California
$350K -$1.75K -26 -0.5%
AWM
950
Accurate Wealth Management
Florida
$348K +$196K +2,561 +129%
36 37
38
39 40