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iShares S&P 500 Growth ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
FBA
201
Front Barnett Associates
Illinois
$10.2M 133,427 +622 +0.5%
PFG
202
Pacific Financial Group
Washington
$10M 131,552 +129 +0.1%
PIM
203
Parker Investment Management
California
$10M 131,107 -1,361,019 -91%
Franklin Resources
204
Franklin Resources
California
$9.91M 129,758 -13,150 -9%
SFP
205
Sterling Financial Planning
New Jersey
$9.71M 127,160 +4,439 +4%
LWA
206
LWS Wealth Advisors
New Jersey
$9.67M 126,582 -4,057 -3%
BFA
207
BMS Financial Advisors
South Dakota
$9.66M 126,516 +123,874 +4,689%
FCC
208
Florin Court Capital
United Kingdom
$9.56M 125,144 -29,900 -19%
PWP
209
Personal Wealth Partners
Minnesota
$9.46M 123,909 -4,436 -3%
RWM
210
RKL Wealth Management
Pennsylvania
$9.29M 121,614 -2,900 -2%
LFAS
211
Level Four Advisory Services
Texas
$9.2M 120,418 -507 -0.4%
PWAG
212
Polaris Wealth Advisory Group
California
$9.19M 122,265 +3,849 +3%
WFA
213
Wellspring Financial Advisors
Ohio
$9.06M 118,671 -402 -0.3%
YIA
214
YHB Investment Advisors
Connecticut
$8.94M 117,063
OIA
215
OneDigital Investment Advisors
Kansas
$8.9M 116,520 -1,954 -2%
SWP
216
Stratos Wealth Partners
Ohio
$8.88M 116,280 -30,677 -21%
LIA
217
LBMC Investment Advisors
Tennessee
$8.84M 115,677 +757 +0.7%
BFM
218
Broadview Financial Management
Wisconsin
$8.82M 115,521 +2,789 +2%
WAL
219
W Advisors LLC
Tennessee
$8.73M 114,321 +1,491 +1%
JWA
220
JFS Wealth Advisors
Pennsylvania
$8.71M 114,005 +18,990 +20%
William Blair & Company
221
William Blair & Company
Illinois
$8.64M 113,156 +573 +0.5%
WANY
222
Wealthspire Advisors (New York)
New York
$8.6M 112,592 -34,619 -24%
EWA
223
EP Wealth Advisors
California
$8.51M 111,348 +426 +0.4%
PP
224
Palladium Partners
Virginia
$8.47M 110,882 +94 +0.1%
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$8.43M 110,414 +66,189 +150%