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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.24B 53,671,391 +3,523,129 +7%
Morgan Stanley
2
Morgan Stanley
New York
$1.7B 28,229,273 -795,708 -3%
Bank of America
3
Bank of America
North Carolina
$1.04B 17,269,179 +654,069 +4%
Wells Fargo
4
Wells Fargo
California
$955M 15,825,044 +73,444 +0.5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$852M 13,488,383 +1,020,652 +8%
UBS Group
6
UBS Group
Switzerland
$519M 8,596,586 -183,339 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$518M 8,579,863 -10,820,333 -56%
Ameriprise
8
Ameriprise
Minnesota
$508M 8,416,702 -603,464 -7%
Goldman Sachs
9
Goldman Sachs
New York
$424M 7,019,092 +289,812 +4%
Stifel Financial
10
Stifel Financial
Missouri
$401M 6,639,934 +602,372 +10%
M&T Bank
11
M&T Bank
New York
$334M 5,907,392 +357,979 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$305M 5,060,878 +184,963 +4%
LPL Financial
13
LPL Financial
California
$292M 4,837,759 -805,640 -14%
Mariner
14
Mariner
Kansas
$240M 3,972,237 +40,093 +1%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$199M 3,298,000 +40,681 +1%
BlackRock
16
BlackRock
New York
$197M 3,269,342 -37,363 -1%
RFC
17
Regions Financial Corp
Alabama
$177M 2,925,853 -9,342 -0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$162M 2,678,361 +75,274 +3%
HWM
19
HB Wealth Management
Georgia
$161M 2,660,578 +82,721 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$149M 2,471,414 -4,499,248 -65%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$147M 2,439,624 +75,436 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$145M 2,394,927 -293,239 -11%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$143M 2,370,743 -41,711 -2%
HNB
24
Huntington National Bank
Ohio
– – – –
RJA
25
Raymond James & Associates
Florida
$126M 2,080,761 -139,210 -6%
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