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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,204 hedge funds and large institutions have $18.5B invested in iShares S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 484 reducing their positions, and 144 closing their positions.

Holders
1,204
Holders Change
-90
Holders Change %
-6.96%
% of All Funds
20.36%
Holding in Top 10
88
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-20.72%
% of All Funds
1.49%
New
71
Increased
387
Reduced
484
Closed
144
Calls
$17.5M
Puts
$3.81M
Net Calls
+$13.7M
Net Calls Change
-$17.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$852M
3
HW
3
Hedeker Wealth
Illinois
$44.2M
4
Bank of America
4
Bank of America
North Carolina
$1.04B
5
Stifel Financial
5
Stifel Financial
Missouri
$401M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$518M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$149M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$727K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$618K
Name Market Value Shares Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$25.2M 417,642 +10,825 +3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$25.1M 416,715 +83,193 +25%
GT
78
Greenleaf Trust
Michigan
$25.1M 415,160 -4,668 -1%
TFA
79
Triad Financial Advisors
North Carolina
$25M 414,562 +155,978 +60%
PFM
80
Parsec Financial Management
North Carolina
$24.4M 405,005 +15,487 +4%
PAG
81
Private Advisor Group
New Jersey
$24.3M 403,243 -3,933 -1%
BB
82
Busey Bank
Illinois
$24.2M 400,656 -42,127 -10%
ANB
83
Amarillo National Bank
Texas
$24.1M 399,213 -354 -0.1%
Citigroup
84
Citigroup
New York
$24.1M 399,110 +27,355 +7%
EWA
85
Encompass Wealth Advisors
Oregon
$23.4M 388,077 -67,570 -15%
EWMCB
86
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$22.8M 377,748 +14,914 +4%
APP
87
Avantax Planning Partners
Iowa
$21.6M 357,132 +153,928 +76%
FMWA
88
Forvis Mazars Wealth Advisors
Missouri
$21M 348,147 -3,178 -0.9%
Two Sigma Advisers
89
Two Sigma Advisers
New York
$20.4M 338,500 +72,900 +27%
SIC
90
Sterling Investment Counsel
New York
$20.1M 333,025 +26,530 +9%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$19.3M 319,972 -26,613 -8%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$19.2M 314,548 -16,524 -5%
Comerica Bank
93
Comerica Bank
Texas
$19.1M 299,840 -1,189 -0.4%
SPC
94
Sigma Planning Corp
Michigan
$19.1M 316,791 -13,974 -4%
PIA
95
Powell Investment Advisors
Florida
$19M 315,616 +25,227 +9%
MCM
96
MV Capital Management
Maryland
$18.9M 313,835 +3,011 +1%
FMC
97
First Merchants Corp
Indiana
$18.7M 310,313 -71,881 -19%
SWPG
98
Strategic Wealth Partners Group
Illinois
$18.4M 305,272 +2,992 +1%
GIA
99
GHP Investment Advisors
Colorado
$17.8M 295,756 -3,658 -1%
CS
100
Comerica Securities
Michigan
$17.5M 290,638 +33,845 +13%
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4
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