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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 %
SGK
1026
Steigerwald Gordon & Koch
Virginia
$281K – – –
SC
1027
Steph & Co
Wisconsin
$280K – – –
KFS
1028
Kelly Financial Services
Massachusetts
$279K +$267K +3,491 +2,090%
BA
1029
Bluesphere Advisors
Pennsylvania
$279K -$47.4K -620 -15%
CAM
1030
Covenant Asset Management
New Jersey
$279K – – –
AL
1031
Aspiriant LLC
California
$277K – – –
KFS
1032
Kaizen Financial Strategies
California
$277K +$229 +3 +0.1%
JCM
1033
Jag Capital Management
Missouri
$277K +$5.33K +82 +2%
HCM
1034
Howland Capital Management
Massachusetts
$277K +$277K +3,631 New
FSWA
1035
Financial Synergies Wealth Advisors
Texas
$276K +$458 +6 +0.2%
PPW
1036
Pinnacle Private Wealth
Massachusetts
$276K – – –
HCMT
1037
Highland Capital Management (Tennessee)
Tennessee
$275K – – –
ATWA
1038
Arbor Trust Wealth Advisors
Michigan
$275K +$458 +6 +0.2%
KFGK
1039
Keystone Financial Group (Kentucky)
Kentucky
$274K +$274K +3,587 New
TCWM
1040
Total Clarity Wealth Management
Illinois
$273K -$16.1K -211 -6%
CG
1041
Caprock Group
Idaho
$270K – – –
DWM
1042
Doyle Wealth Management
Florida
$270K +$20.1K +263 +8%
SFS
1043
Stiles Financial Services
Minnesota
$268K – – –
GSWM
1044
Golden State Wealth Management
California
$266K +$7.12K +93 +3%
WS
1045
Wedbush Securities
California
$265K -$23.4K -306 -8%
BBNA
1046
Bremer Bank National Association
Minnesota
$264K -$15K -196 -5%
WPW
1047
Waldron Private Wealth
Pennsylvania
$263K – – –
ASFA
1048
All Season Financial Advisors
Colorado
$262K +$65.8K +861 +34%
MOS
1049
MGO One Seven
Ohio
$261K -$23.7K -310 -8%
CCM
1050
Coldstream Capital Management
Washington
$261K +$76 +1 +0%
40 41
42
43 44