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iShares S&P 500 Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GG
1076
Gofen & Glossberg
Illinois
$241K -$38.2K -500 -14%
CSWM
1077
Cassady Schiller Wealth Management
Ohio
$240K +$77 +1 +0%
MKC
1078
M. Kraus & Co
Vermont
$237K
HFS
1079
Howard Financial Services
Texas
$237K +$382 +5 +0.2%
GLA
1080
Good Life Advisors
Pennsylvania
$237K +$3.36K +44 +1%
CAMG
1081
CWA Asset Management Group
Florida
$236K -$83.4K -1,090 -26%
CL
1082
CIM LLC
New York
$236K
SG Americas Securities
1083
SG Americas Securities
New York
$236K
SNB
1084
Security National Bank
Nebraska
$235K +$235K +3,072 New
TIM
1085
Tortoise Investment Management
New York
$234K -$12.2K -160 -5%
RL
1086
Retireful LLC
Michigan
$234K +$234K +3,469 New
UL
1087
Unionview LLC
Washington
$232K
SW
1088
SkyOak Wealth
Michigan
$232K
HBW
1089
Hazlett, Burt & Watson
West Virginia
$231K +$231K +3,015 New
MCM
1090
Morton Capital Management
California
$231K
BC
1091
Burney Company
Virginia
$230K
AA
1092
Aufman Associates
Pennsylvania
$229K
1W
1093
1776 Wealth
Georgia
$229K
LFG
1094
Lockerman Financial Group
California
$229K +$229K +2,998 New
BA
1095
Bridge Advisory
California
$228K -$88.3K -1,154 -28%
RT
1096
Rockland Trust
Massachusetts
$228K -$28.1K -368 -11%
BWL
1097
Bogart Wealth LLC
Virginia
$225K -$39.7K -521 -15%
FWI
1098
Facet Wealth Inc
Maryland
$225K
FFA
1099
Fragasso Financial Advisors
Pennsylvania
$225K +$23.7K +310 +12%
KC
1100
Kenfarb & Co
Kentucky
$223K