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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 %
OC
1101
Oarsman Capital
Wisconsin
$223K +$5.58K +73 +3%
SIM
1102
Stratos Investment Management
Ohio
$222K -$58.2K -762 -21%
AA
1103
Axiom Advisory
California
$217K
IA
1104
IFG Advisory
Georgia
$216K
RIM
1105
Rockbridge Investment Management
New York
$215K +$19.5K +255 +10%
CCP
1106
Clarkston Capital Partners
Michigan
$215K
TC
1107
TownSquare Capital
Utah
$215K +$918 +12 +0.4%
TPWM
1108
Twelve Points Wealth Management
Massachusetts
$214K
CCM
1109
Crew Capital Management
Ohio
$214K +$76 +1 +0%
FPCG
1110
Fort Pitt Capital Group
Pennsylvania
$213K -$17.2K -225 -7%
SYBT
1111
Stock Yards Bank & Trust
Kentucky
$213K -$7.64K -100 -3%
FNB
1112
Farmers National Bank
Kentucky
$213K -$35.9K -470 -14%
KCPG
1113
Kavar Capital Partners Group
Kansas
$212K
OBWG
1114
Onyx Bridge Wealth Group
New York
$211K -$13.5K -200 -6%
BO
1115
Bank OZK
Arkansas
$211K
Winslow Capital Management
1116
Winslow Capital Management
Minnesota
$211K +$211K +2,757 New
FEM
1117
Fulcrum Equity Management
Texas
$210K -$130K -1,699 -38%
WAOTB
1118
Wealth Advisors of Tampa Bay
Florida
$210K
SFM
1119
Signet Financial Management
New Jersey
$210K
OCPWS
1120
One Charles Private Wealth Services
Massachusetts
$210K
CPA
1121
Cardiff Park Advisors
California
$210K
SAM
1122
SP Asset Management
California
$210K +$306 +4 +0.1%
LPT
1123
Legacy Private Trust
Wisconsin
$210K +$12.2K +160 +6%
MSA
1124
McAlister Sweet & Associates
Texas
$209K -$38.2K -500 -15%
DLCIG
1125
D.L. Carlson Investment Group
New Hampshire
$208K -$44.7K -585 -18%