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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 %
IWN
1251
Independent Wealth Network
Iowa
– – -5,037 Closed
LSA
1252
Lion Street Advisors
Texas
– – -4,484 Closed
RHP
1253
Royal Harbor Partners
Texas
– – -4,380 Closed
FANJ
1254
Financial Architects (New Jersey)
New Jersey
– – -4,351 Closed
TGAM
1255
TBH Global Asset Management
Tennessee
– – -4,071 Closed
TF
1256
TRH Financial
Iowa
– – -4,035 Closed
CBFP
1257
Cedar Brook Financial Partners
Ohio
– – -4,013 Closed
BIM
1258
Baldwin Investment Management
Pennsylvania
– – -4,000 Closed
JF
1259
JSF Financial
California
– – -3,847 Closed
BA
1260
Bluesphere Advisors
Pennsylvania
– – -3,646 Closed
KFS
1261
Kaizen Financial Strategies
California
– – -3,633 Closed
AL
1262
Aspiriant LLC
California
– – -3,620 Closed
PPW
1263
Pinnacle Private Wealth
Massachusetts
– – -3,608 Closed
DAM
1264
Derbend Asset Management
Georgia
– – -3,600 Closed
CG
1265
Caprock Group
Idaho
– – -3,537 Closed
RL
1266
Retireful LLC
Michigan
– – -3,469 Closed
WPW
1267
Waldron Private Wealth
Pennsylvania
– – -3,448 Closed
RVPG
1268
Relative Value Partners Group
– – -3,390 Closed
FAT
1269
First American Trust
California
– – -3,360 Closed
WCP
1270
Wick Capital Partners
Pennsylvania
– – -3,359 Closed
CFG
1271
Cooper Financial Group
California
– – -3,344 Closed
CCB
1272
Cutter & Co Brokerage
Missouri
– – -3,325 Closed
KPW
1273
Kore Private Wealth
New York
– – -3,300 Closed
PCM
1274
Parsons Capital Management
Rhode Island
– – -3,281 Closed
HG
1275
Harbor Group
New Hampshire
– – -3,274 Closed
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51
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