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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 %
FDS
951
Freedom Day Solutions
Texas
$345K -$49.8K -652 -13%
FFA
952
First Foundation Advisors
California
$344K – – –
PFA
953
Pure Financial Advisors
California
$344K +$344K +4,510 New
WIC
954
Woodmont Investment Counsel
Tennessee
$343K – – –
LSA
955
Lion Street Advisors
Texas
$342K +$342K +4,484 New
AC
956
Apella Capital
Connecticut
$340K – – –
LWCFA
957
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$339K -$867K -11,357 -72%
T
958
TrueFG
Texas
$339K – – –
KIA
959
KCM Investment Advisors
California
$338K -$11.8K -155 -3%
MP
960
McDonald Partners
Ohio
$337K +$328K +4,293 +3,766%
ACP
961
Arcus Capital Partners
Georgia
$336K -$281K -3,616 -46%
RMDI
962
R.M. Davis Inc
Maine
$336K +$30.6K +400 +10%
RHP
963
Royal Harbor Partners
Texas
$335K – – –
HA
964
HFG Advisors
Ohio
$335K +$335K +4,382 New
UWPG
965
Ullmann Wealth Partners Group
Florida
$334K +$12.2K +160 +4%
WBG
966
Wharton Business Group
Pennsylvania
$334K +$75.6K +990 +29%
FANJ
967
Financial Architects (New Jersey)
New Jersey
$332K – – –
EW
968
Evoke Wealth
California
$332K – – –
HAS
969
Holland Advisory Services
Florida
$332K +$534 +7 +0.2%
RTS
970
Round Table Services
New Jersey
$330K -$5.12K -67 -2%
BO
971
BRR OpCo
Ohio
$328K +$328K +4,295 New
WLPWM
972
Walled Lake Planning & Wealth Management
Illinois
$327K +$306 +4 +0.1%
LWM
973
Liberty Wealth Management
California
$327K +$327K +4,289 New
RWG
974
Ratio Wealth Group
Colorado
$327K – – –
SIS
975
SVB Investment Services
Utah
$326K +$99.7K +1,305 +44%
37 38
39
40 41