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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 %
VCM
1201
Vigilant Capital Management
Maine
$76K
CWM
1202
Curi Wealth Management
North Carolina
$76K +$76K +1,000 New
DB
1203
Dravo Bay
Delaware
$74.2K +$74.2K +972 New
CBT
1204
CoreFirst Bank & Trust
Kansas
$73K
CSB
1205
City State Bank
Iowa
$72K
CWA
1206
Carolina Wealth Advisors
South Carolina
$71K
SC
1207
SouthState Corp
Florida
$71K +$71K +926 New
M
1208
MOTCO
Texas
$70K
WWM
1209
Wagner Wealth Management
South Carolina
$70K +$35.1K +455 +100%
FFA
1210
Fairfield Financial Advisors
Massachusetts
$68.7K +$68.7K +900 New
ZB
1211
Zions Bancorporation
Utah
$63K
FA
1212
Faithward Advisors
Pennsylvania
$61K
MFT
1213
Moisand Fitzgerald Tamayo
Florida
$60K -$218K -2,868 -78%
WT
1214
Washington Trust
Rhode Island
$60K -$4.23K -55 -7%
DC
1215
DeDora Capital
California
$60K +$60K +792 New
EW
1216
Emerson Wealth
Michigan
$59K
AFS
1217
Annapolis Financial Services
Maryland
$57K
AA
1218
AlphaMark Advisors
Kentucky
$57K +$53.7K +697 +1,621%
GWSG
1219
GPS Wealth Strategies Group
Colorado
$56K -$15K -196 -21%
LPWM
1220
Lake Point Wealth Management
Texas
$53K
RP
1221
Rice Partnership
Hawaii
$51K
BW
1222
Bison Wealth
Georgia
$50K -$15.2K -200 -23%
FF
1223
FourThought Financial
Florida
$50K
IBOK
1224
Independence Bank of Kentucky
Kentucky
$48K -$7.6K -100 -14%
CICI
1225
Capital Investment Counsel Inc
North Carolina
$47K +$47K +612 New