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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$518M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$149M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$727K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$618K
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$17.5M 290,444 -6,469 -2%
AAS
102
Avantax Advisory Services
Texas
$17.2M 284,785 +8,501 +3%
V
103
Veritable
Delaware
$17.2M 284,406 +19,898 +8%
CFA
104
Cahill Financial Advisors
Minnesota
$17M 282,193 +7,508 +3%
UB
105
UMB Bank
Missouri
$16.7M 276,761 -5,932 -2%
PRWA
106
Platte River Wealth Advisors
Colorado
$16.7M 276,167 -3,253 -1%
KAS
107
Kestra Advisory Services
Texas
$16.6M 275,232 -47,796 -15%
PSP
108
Principal Street Partners
Tennessee
$16.5M 272,870 +481 +0.2%
HF
109
Halpern Financial
Virginia
$16.2M 267,936 +24,118 +10%
CL
110
Choreo LLC
Illinois
$15.7M 260,850 -855 -0.3%
RF
111
Rollins Financial
Georgia
$15.7M 259,907 +58,684 +29%
AAS
112
Ameritas Advisory Services
Nebraska
$15.6M 259,261 +21,435 +9%
JWCA
113
J.W. Cole Advisors
Florida
$15.5M 257,021 +3,537 +1%
IA
114
IFP Advisors
Florida
$15.5M 93,997 – –
KL
115
KWMG LLC
Kansas
$15.4M 254,515 +10,064 +4%
MA
116
MUFG Americas
New York
$15.3M 254,170 +2,744 +1%
FAIM
117
Financial Advocates Investment Management
Washington
$15.3M 252,739 +55,537 +28%
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$15.1M 250,753 +648 +0.3%
BZWA
119
Blue Zone Wealth Advisors
California
$15.1M 250,581 +1,080 +0.4%
DSA
120
Droms Strauss Advisors
Missouri
$15.1M 250,190 +25,927 +12%
5L
121
55I LLC
Massachusetts
$15M 248,788 +138,938 +126%
SFI
122
SPC Financial Inc
Maryland
$14.9M 247,410 +4,943 +2%
PR
123
Payden & Rygel
California
$14.8M 244,768 +33,017 +16%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$14.8M 244,422 -598 -0.2%
AIA
125
Alera Investment Advisors
Illinois
$14.7M 243,606 -23,344 -9%
3 4
5
6 7