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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.24B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$852M
3
HW
Hedeker Wealth
Illinois
$44.2M
4
Bank of America
Bank of America
North Carolina
$1.04B
5
Stifel Financial
Stifel Financial
Missouri
$401M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$518M
2
Osaic Holdings
Osaic Holdings
Arizona
$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
HNB
Huntington National Bank
Ohio
$137M
5
CIAS
CFS Investment Advisory Services
New Jersey
$727K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
1201
International Assets Investment Management
Florida
$1.01K +$215 +3,554 +27%
VNA
1202
Valley National Advisers
Pennsylvania
$1K – – –
OLVIG
1203
Oliver Lagore Vanvalin Investment Group
Michigan
$1K – – –
AWA
1204
Artemis Wealth Advisors
New York
$908 – – –
ONST
1205
Old North State Trust
North Carolina
$330 – – –
CCMG
1206
Clark Capital Management Group
Pennsylvania
– -$228M -2,981,916 Closed
EFL
1207
ERn Financial LLC
Wisconsin
– -$18M -235,868 Closed
F
1208
F3Logic
Minnesota
– -$12M -157,102 Closed
AIG
1209
American International Group
New York
– -$11.8M -155,000 Closed
PRS
1210
Pinkerton Retirement Specialists
Idaho
– -$10.3M -134,835 Closed
PWP
1211
Personal Wealth Partners
Minnesota
– -$9.46M -123,909 Closed
PWAG
1212
Polaris Wealth Advisory Group
California
– -$9.19M -122,265 Closed
CCFM
1213
Clear Creek Financial Management
Washington
– -$7.8M -102,157 Closed
SWM
1214
SigFig Wealth Management
California
– -$7.59M -97,867 Closed
T
1215
TCWP
Ohio
– -$7.08M -92,759 Closed
GI
1216
Glovista Investments
New Jersey
– -$6.95M -91,050 Closed
EE
1217
EWG Elevate
California
– -$6.82M -89,303 Closed
BFG
1218
Barber Financial Group
Kansas
– -$6.55M -85,692 Closed
CWA
1219
Centennial Wealth Advisory
Michigan
– -$5.64M -73,823 Closed
TCB
1220
Texas Capital Bancshares
Texas
– -$5.12M -67,045 Closed
EF
1221
Empowered Funds
Pennsylvania
– -$4.77M -62,475 Closed
Susquehanna International Group
1222
Susquehanna International Group
Pennsylvania
– -$3.33M -43,598 Closed
Edgewood Management
1223
Edgewood Management
Connecticut
– -$3.28M -42,953 Closed
AC
1224
Allstate Corporation
Illinois
– -$3.07M -40,150 Closed
LNWTC
1225
Laird Norton Wetherby Trust Company
Washington
– -$2.93M -38,422 Closed
47 48
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