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iShares S&P 500 Growth ETF
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Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.48B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.83B
3
Osaic Holdings
Osaic Holdings
Arizona
$574M
4
CCMG
Clark Capital Management Group
Pennsylvania
$228M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$175M

Top Sellers

1
CM
Churchill Management
California
$0
2
HNB
Huntington National Bank
Ohio
$162M
3
PIM
Parker Investment Management
California
$10M
4
Lido Advisors
Lido Advisors
California
$74.3M
5
BFG
Barber Financial Group
Kansas
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJWM
1326
Kiley Juergens Wealth Management
Washington
– -$1.07M -12,741 Closed
GSEP
1327
Golden State Equity Partners
California
– -$967K -11,557 Closed
HR
1328
Hardy Reed
Mississippi
– -$964K -11,520 Closed
PS
1329
Planned Solutions
California
– -$827K -9,884 Closed
EP
1330
Edgestream Partners
New Jersey
– -$827K -9,879 Closed
PA
1331
PFG Advisors
Arizona
– -$686K -8,201 Closed
SFWA
1332
Summit Financial Wealth Advisors
Louisiana
– -$681K -8,152 Closed
Fisher Asset Management
1333
Fisher Asset Management
Washington
– -$673K -8,046 Closed
GC
1334
Gratus Capital
Georgia
– -$637K -7,609 Closed
CCM
1335
Canal Capital Management
Virginia
– -$608K -7,270 Closed
OMC
1336
Old Mission Capital
Illinois
– -$585K -6,997 Closed
RWA
1337
Redhawk Wealth Advisors
Minnesota
– -$453K -5,419 Closed
BMWM
1338
Brown Miller Wealth Management
Virginia
– -$452K -5,409 Closed
BBA
1339
Braun-Bostich & Associates
Pennsylvania
– -$408K -5,271 Closed
SFG
1340
SNS Financial Group
Minnesota
– -$437K -5,223 Closed
LGWM
1341
Litman Gregory Wealth Management
California
– -$406K -4,852 Closed
SB
1342
Strategic Blueprint
Georgia
– -$382K -4,566 Closed
ETIA
1343
Epic Trust Investment Advisors
Washington
– -$369K -4,415 Closed
JSW
1344
Journey Strategic Wealth
New Jersey
– -$368K -4,400 Closed
TCOV
1345
Trust Company of Vermont
Vermont
– -$363K -4,341 Closed
KCM
1346
Karp Capital Management
California
– -$329K -3,928 Closed
KOMWMG
1347
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$316K -3,771 Closed
DWA
1348
Douglass Winthrop Advisors
New York
– -$314K -3,757 Closed
SBIA
1349
Sheaff Brock Investment Advisors
Indiana
– -$305K -3,640 Closed
HW
1350
Hedeker Wealth
Illinois
– -$286K -3,421 Closed
52 53
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