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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 %
BWP
1126
BSW Wealth Partners
Colorado
$208K
NAS
1127
Nicolet Advisory Services
Wisconsin
$208K +$8.26K +111 +4%
BMC
1128
Beaton Management Company
Massachusetts
$207K -$72.6K -950 -26%
AIM
1129
Avity Investment Management
Connecticut
$206K
SIG
1130
Sargent Investment Group
Maryland
$205K +$205K +2,685 New
GCA
1131
Genesee Capital Advisors
New York
$204K
UAS
1132
United Asset Strategies
New York
$204K +$204K +2,672 New
SIMG
1133
Sonora Investment Management Group
Arizona
$203K
RCA
1134
Rex Capital Advisors
Rhode Island
$202K
WPC
1135
Wedmont Private Capital
Pennsylvania
$202K +$202K +2,599 New
RFWA
1136
RPg Family Wealth Advisory
Massachusetts
$201K
RWA
1137
River Wealth Advisors
Pennsylvania
$201K
DIM
1138
Delta Investment Management
California
$201K +$305 +4 +0.2%
AAM
1139
Augustine Asset Management
Florida
$200K -$1.22K -16 -0.6%
OWM
1140
Orgel Wealth Management
Wisconsin
$200K
LB
1141
Leo Brokerage
Texas
$200K +$200K +2,623 New
EI
1142
Ellevest Inc
New York
$199K
RA
1143
Rise Advisors
New York
$199K +$306 +4 +0.2%
FBT
1144
First Bank & Trust
South Dakota
$188K
CTB
1145
Country Trust Bank
Illinois
$186K -$3.44K -45 -2%
RMC
1146
Resources Management Corp
Connecticut
$179K
PMFA
1147
Plante Moran Financial Advisors
Michigan
$174K -$56.6K -742 -25%
IFA
1148
Interactive Financial Advisors
Illinois
$174K
PP
1149
PFS Partners
New Jersey
$170K -$8.02K -105 -5%
WTA
1150
Washington Trust Advisors
Massachusetts
$167K