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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 %
HWA
1176
HHM Wealth Advisors
Tennessee
$121K +$8.5K +111 +8%
MIFH
1177
Migdal Insurance & Financial Holdings
Israel
$119K +$119K +1,552 New
CCM
1178
Cribstone Capital Management
Maine
$118K -$457 -6 -0.4%
RG
1179
Retirement Group
California
$118K
HBT
1180
Hills Bank & Trust
Iowa
$118K
WAM
1181
Worth Asset Management
Texas
$118K +$118K +1,892 New
BFG
1182
Baron Financial Group
New Jersey
$114K +$153 +2 +0.1%
Kayne Anderson Rudnick Investment Management
1183
Kayne Anderson Rudnick Investment Management
California
$112K
MWM
1184
Mascoma Wealth Management
New Hampshire
$110K +$110K +1,437 New
CDIA
1185
Capital Directions Investment Advisors
Georgia
$102K +$102K +1,336 New
CWA
1186
Core Wealth Advisors
Florida
$99K
CWP
1187
Concord Wealth Partners
Virginia
$99K +$28.7K +376 +41%
WBC
1188
West Branch Capital
Massachusetts
$98K -$3.51K -46 -3%
KTC
1189
Kistler-Tiffany Companies
Pennsylvania
$98K
IIL
1190
Insight Inv LLC
California
$98K
BA
1191
Ballast Advisors
Minnesota
$97K +$2.3K +30 +2%
OSAM
1192
O'Shaughnessy Asset Management
Connecticut
$96K
Amundi
1193
Amundi
France
$96K +$89.5K +1,176 +1,367%
TAM
1194
Townsend Asset Management
North Carolina
$86K
LWP
1195
Lumature Wealth Partners
Georgia
$85K -$11K -143 -11%
CC
1196
Corsicana & Co
Texas
$82K
LFA
1197
Level Financial Advisors
New York
$82K
BWM
1198
Baystate Wealth Management
Massachusetts
$79K -$9.72K -128 -11%
SSC
1199
Syverson Strege & Co
Iowa
$78K
TA
1200
Tectonic Advisors
Texas
$77K