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iShares S&P 500 Growth ETF

1,204 hedge funds and large institutions have $18.5B invested in iShares S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 387 increasing their positions, 484 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
-90
Holders Change %
-6.96%
% of All Funds
20.36%
Holding in Top 10
88
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-20.72%
% of All Funds
1.49%
New
71
Increased
387
Reduced
484
Closed
144
Calls
$17.5M
Puts
$3.81M
Net Calls
+$13.7M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HGWM
1151
Harvest Group Wealth Management
Massachusetts
$28K
KA
1152
Kozak & Associates
Colorado
$28K +$122 +2 +0.4%
BLC
1153
Brown, Lisle/Cummings
Rhode Island
$27.8K
WWM
1154
Wagner Wealth Management
South Carolina
$27K -$26.9K -453 -50%
PP
1155
PrairieView Partners
Minnesota
$27K -$4.56K -75 -14%
PWM
1156
Provident Wealth Management
Tennessee
$27K
CMBA
1157
C.M. Bidwell & Associates
Hawaii
$27K
SIS
1158
Sound Income Strategies
Florida
$27K +$26.5K +440 +5,500%
SWM
1159
Sugarloaf Wealth Management
Georgia
$26K +$60 +1 +0.2%
LPP
1160
Life Planning Partners
Florida
$25K
ACA
1161
Atlas Capital Advisors
Wyoming
$24.1K
AIA
1162
Armor Investment Advisors
North Carolina
$24K
FCG
1163
Financial Connections Group
California
$22K
FCT
1164
First Community Trust
Iowa
$22K
AIM
1165
Anchor Investment Management
South Carolina
$21.5K
PCA
1166
Providence Capital Advisors
North Carolina
$20K
OAJ
1167
Ogorek Anthony Joseph
New York
$19K
ME
1168
McIlrath & Eck
Washington
$18K
IFAM
1169
Institutional & Family Asset Management
Colorado
$18K
TF
1170
TimeScale Financial
Massachusetts
$17K +$17K +277 New
BEI
1171
Benjamin Edwards Inc
Missouri
$16K -$2.29K -38 -13%
ODG
1172
O'Dell Group
Ohio
$15K
AF
1173
Affiance Financial
Minnesota
$15K +$2.95K +48 +24%
SIM
1174
Studio Investment Management
Illinois
$15K +$15K +255 New
BWP
1175
Baldwin Wealth Partners
Massachusetts
$14K -$14K -240 -50%