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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 %
CAAS
976
Capital Asset Advisory Services
Michigan
$325K +$129K +1,683 +65%
IIC
977
Ironwood Investment Counsel
Arizona
$324K -$219K -2,872 -40%
SWM
978
Segment Wealth Management
Texas
$323K – – –
FPCP
979
Fort Point Capital Partners
California
$323K – – –
AAS
980
Annex Advisory Services
Wisconsin
$323K +$25.7K +336 +9%
GPA
981
Garrison Point Advisors
California
$322K – – –
NHC
982
Nicholas Hoffman & Company
Georgia
$322K +$382 +5 +0.1%
ZF
983
Zhang Financial
Michigan
$321K – – –
BAM
984
Barrett Asset Management
New York
$321K +$98.5K +1,290 +44%
CCM
985
Covington Capital Management
California
$319K -$3.82K -50 -1%
JWM
986
JFG Wealth Management
Colorado
$316K +$316K +4,140 New
SFS
987
Summit Financial Strategies
Ohio
$315K +$93.3K +1,221 +42%
SSW
988
Smith Shellnut Wilson
Mississippi
$312K – – –
VAM
989
Verity Asset Management
North Carolina
$311K -$27.4K -358 -8%
TGAM
990
TBH Global Asset Management
Tennessee
$311K -$15.3K -200 -5%
MAG
991
MRA Advisory Group
New Jersey
$311K +$382 +5 +0.1%
OHIS
992
Oak Harvest Investment Services
Texas
$310K +$16.5K +216 +6%
IGWM
993
ICA Group Wealth Management
Colorado
$310K +$310K +4,716 New
MFA
994
Mayflower Financial Advisors
Massachusetts
$309K -$9.93K -130 -3%
TF
995
TRH Financial
Iowa
$308K +$458 +6 +0.1%
MFG
996
MidWestOne Financial Group
Iowa
$307K – – –
HNWAG
997
High Net Worth Advisory Group
Florida
$306K – – –
MMG
998
Monetary Management Group
Missouri
$306K – – –
CBFP
999
Cedar Brook Financial Partners
Ohio
$306K +$82K +1,075 +37%
WHG
1000
Westwood Holdings Group
Texas
$305K – – –
38 39
40
41 42