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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 %
CCA
1001
Clearwater Capital Advisors
Illinois
$304K – – –
FI
1002
Financial Insights
Washington
$303K – – –
GJIC
1003
Gamble Jones Investment Counsel
California
$303K – – –
DAM
1004
Derbend Asset Management
Georgia
$301K – – –
PGA
1005
Portland Global Advisors
Maine
$300K – – –
TA
1006
TruWealth Advisors
Louisiana
$299K -$2.37K -31 -0.8%
SI
1007
Saxon Interests
Texas
$299K +$299K +3,909 New
CP
1008
Covenant Partners
Tennessee
$298K – – –
CFAM
1009
Center For Asset Management
Florida
$298K – – –
CWA
1010
Cornerstone Wealth Advisors
Minnesota
$294K – – –
JF
1011
JSF Financial
California
$294K – – –
KWS
1012
Keystone Wealth Services
California
$294K +$6.72K +88 +2%
AA
1013
Addison Advisors
Vermont
$294K +$152K +1,994 +108%
CCM
1014
Condor Capital Management
New Jersey
$292K +$69.5K +910 +31%
WTC
1015
WhitTier Trust Company
Nevada
$291K – – –
SC
1016
Sierra Capital
Florida
$290K – – –
SWA
1017
SOA Wealth Advisors
New York
$290K +$211K +2,765 +268%
QCIG
1018
Quad-Cities Investment Group
Iowa
$287K -$61.8K -810 -18%
SMA
1019
Sage Mountain Advisors
Georgia
$286K – – –
SWM
1020
Shelton Wealth Management
Texas
$286K +$5.42K +71 +2%
EIG
1021
Ellenbecker Investment Group
Wisconsin
$286K +$8.08K +106 +3%
HVIA
1022
Hudson Valley Investment Advisors
New York
$285K +$285K +3,736 New
VC
1023
Veery Capital
Delaware
$283K -$24.6K -322 -8%
WH
1024
Whitcomb & Hess
Ohio
$283K +$2.83K +37 +1%
C
1025
CEDRUS
Colorado
$283K -$8.4K -110 -3%
39 40
41
42 43