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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.08B
2
AWA
2
Arete Wealth Advisors
Illinois
$780M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.02B
4
CIA
4
Choate Investment Advisors
Massachusetts
$180M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$709M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$132M
2
Bank of America
2
Bank of America
North Carolina
$961M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$53.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$387M
5
SVCP
5
Silicon Valley Capital Partners
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisory Group
Washington
$6.04M -$99.9K -1,707 -2%
HCM
227
Howard Capital Management
Georgia
$6M -$264K -4,520 -4%
CWM
228
Cahaba Wealth Management
Georgia
$5.89M +$23.2K +397 +0.4%
TF
229
TIAA FSB
Florida
$5.87M -$17.1K -292 -0.3%
Bessemer Group
230
Bessemer Group
New Jersey
$5.82M +$5.25M +89,676 +909%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$5.78M +$896K +15,312 +18%
BRWA
232
B. Riley Wealth Advisors
Florida
$5.75M +$242K +4,130 +4%
PBO
233
Peoples Bank (Ohio)
Ohio
$5.72M -$452K -7,725 -7%
MA
234
Mutual Advisors
Nebraska
$5.72M +$369K +6,308 +7%
SIAS
235
Summit Investment Advisory Services
Minnesota
$5.7M +$5.7M +97,471 New
NFG
236
Nations Financial Group
Iowa
$5.68M +$220K +3,767 +4%
RFM
237
Royal Fund Management
Florida
$5.68M -$883K -15,097 -13%
CAM
238
Cresset Asset Management
Illinois
$5.66M +$674K +13,901 +14%
BNP Paribas Financial Markets
239
BNP Paribas Financial Markets
France
$5.62M +$4.28M +73,082 +319%
SF
240
Synovus Financial
Georgia
$5.55M +$114K +1,943 +2%
TFG
241
Tilson Financial Group
New Jersey
$5.42M +$5.42M +92,584 New
B
242
Bailard
California
$5.34M +$502K +8,577 +10%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31M +$2.45M +41,868 +86%
GWM
244
Geneos Wealth Management
Colorado
$5.28M +$17K +290 +0.3%
HFW
245
Horizon Family Wealth
Illinois
$5.28M +$1.77M +30,320 +51%
Corient Private Wealth
246
Corient Private Wealth
Florida
$5.22M +$5.22M +89,314 New
COCM
247
Charter Oak Capital Management
New Hampshire
$5.21M +$730K +12,486 +16%
CCM
248
Coldstream Capital Management
Washington
$5.2M +$5.2M +88,825 New
Franklin Resources
249
Franklin Resources
California
$5.17M -$371K -6,347 -7%
SCG
250
Sonata Capital Group
Washington
$5.13M -$94.8K -1,621 -2%
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