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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 %
SS
176
Sunbelt Securities
Texas
$8.73M 144,712 +4,801 +3%
CAL
177
Capital Advisors Ltd
Ohio
$8.73M 144,665 +1,863 +1%
NB
178
Nicolet Bankshares
Wisconsin
$8.7M 144,218 +4,088 +3%
AllianceBernstein
179
AllianceBernstein
Tennessee
$8.57M 141,986 +76,518 +117%
CAL
180
Capital Analysts LLC
Pennsylvania
$8.45M 139,976 +3,869 +3%
LWA
181
LWS Wealth Advisors
New Jersey
$8.31M 137,730 +11,148 +9%
LIA
182
LBMC Investment Advisors
Tennessee
$8.29M 137,406 +21,729 +19%
JIC
183
Johnson Investment Counsel
Ohio
$8.26M 136,840 -17,836 -12%
FAN
184
Financial Advisors Network
California
$8.22M 136,262 +89,722 +193%
FBA
185
Front Barnett Associates
Illinois
$8.15M 134,967 +1,540 +1%
HJMC
186
Hellman Jordan Management Company
Massachusetts
$7.95M 131,729 +131,729 New
SFP
187
Sterling Financial Planning
New Jersey
$7.92M 131,255 +4,095 +3%
CFB
188
Cullen/Frost Bankers
Texas
$7.89M 130,685 -7,659 -6%
WANY
189
Wealthspire Advisors (New York)
New York
$7.79M 129,133 +16,541 +15%
PFG
190
Pacific Financial Group
Washington
$7.62M 126,271 -5,281 -4%
Two Sigma Investments
191
Two Sigma Investments
New York
$7.61M 126,100 +75,200 +148%
JWA
192
JFS Wealth Advisors
Pennsylvania
$7.58M 125,568 +11,563 +10%
CI
193
CX Institutional
Indiana
$7.52M 124,642 +124,642 New
EWA
194
EP Wealth Advisors
California
$7.51M 124,416 +13,068 +12%
William Blair & Company
195
William Blair & Company
Illinois
$7.41M 122,798 +9,642 +9%
DWP
196
Destiny Wealth Partners
Florida
$7.39M 122,465 -28,256 -19%
MIAN
197
Mariner Independent Advisor Network
Kansas
$7.31M 119,498 -26,222 -18%
FTS
198
Fifth Third Securities
Ohio
$7.31M 121,038 +121,038 New
RWM
199
RKL Wealth Management
Pennsylvania
$7.29M 120,731 -883 -0.7%
LFAS
200
Level Four Advisory Services
Texas
$7.2M 119,301 -1,117 -0.9%
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