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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M

Top Buyers

1
SAF
1
Smith Anglin Financial
Texas
$35M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$129M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$526M
4
Lido Advisors
4
Lido Advisors
California
$80.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$400M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.76B
2
HNB
2
Huntington National Bank
Ohio
$130M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
HW
5
Hedeker Wealth
Illinois
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
KOC
226
Koss-Olinger Consulting
Florida
$5.54M 95,801 +61,044 +176%
SWM
227
Spire Wealth Management
Virginia
$5.53M 95,646 -111,383 -54%
CIAS
228
Capital Investment Advisory Services
North Carolina
$5.5M 95,105 -917 -1%
Franklin Resources
229
Franklin Resources
California
$5.48M 94,687 -2,048 -2%
BRWA
230
B. Riley Wealth Advisors
Florida
$5.45M 94,153 +24,156 +35%
FMN
231
Financial Management Network
California
$5.45M 89,123 -1,957 -2%
DADC
232
D.A. Davidson & Co
Montana
$5.44M 94,098 -12,709 -12%
NFG
233
Nations Financial Group
Iowa
$5.4M 93,295 +3,834 +4%
SF
234
Synovus Financial
Georgia
$5.38M 92,955 +7,901 +9%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$5.32M 91,953 -1,585 -2%
FCBT
236
First Citizens Bank & Trust
North Carolina
$5.3M 91,617 +41,398 +82%
MA
237
Mutual Advisors
Nebraska
$5.29M 91,441 -66 -0.1%
GWM
238
Geneos Wealth Management
Colorado
$5.21M 90,037 -9,567 -10%
SCG
239
Sonata Capital Group
Washington
$5.17M 89,345 -1,000 -1%
CWM
240
Cranbrook Wealth Management
Michigan
$5.15M 89,039 +152 +0.2%
FP
241
Financial Perspectives
Minnesota
$5.06M 87,443 +1,766 +2%
CA
242
Clearstead Advisors
Ohio
$5.02M 86,851 -8,105 -9%
AIG
243
American International Group
New York
$4.86M 84,050 +84,050 New
CF
244
Centaurus Financial
California
$4.85M 83,829 +27,578 +49%
ASN
245
Advisory Services Network
Georgia
$4.84M 83,709 -3,050 -4%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$4.83M 83,564 +4,990 +6%
National Bank of Canada
247
National Bank of Canada
Quebec, Canada
$4.82M 83,649 -6,945 -8%
B
248
Bailard
California
$4.78M 82,689 +3,866 +5%
GT
249
Glenmede Trust
Pennsylvania
$4.6M 79,606 -3,024 -4%
PWAC
250
Private Wealth Advisors (California)
California
$4.58M 79,188 +172 +0.2%
8 9
10
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