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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 %
FMN
251
Financial Management Network
California
$5.12M -$46.1K -796 -0.9%
FP
252
Financial Perspectives
Minnesota
$5.08M -$33.7K -576 -0.7%
SWMP
253
Signature Wealth Management Partners
New Jersey
$5.08M +$547K +9,343 +12%
EWA
254
Exencial Wealth Advisors
Oklahoma
$5.05M +$3.93M +67,213 +353%
EPA
255
Element Pointe Advisors
Florida
$5.01M +$1.13M +19,324 +29%
AWM
256
Apollon Wealth Management
South Carolina
$4.95M +$854K +14,600 +21%
FAM
257
Family Asset Management
South Carolina
$4.95M +$4.95M +84,605 New
CF
258
Centaurus Financial
California
$4.88M -$26.5K -453 -0.5%
ASN
259
Advisory Services Network
Georgia
$4.72M -$175K -2,986 -4%
DDC
260
DF Dent & Co
Maryland
$4.7M +$4.7M +80,373 New
PW
261
Peninsula Wealth
California
$4.67M +$150K +2,560 +3%
PWAC
262
Private Wealth Advisors (California)
California
$4.6M -$37.2K -636 -0.8%
NCM
263
Next Capital Management
New York
$4.56M +$3.56M +60,868 +356%
BMCM
264
Bryn Mawr Capital Management
Pennsylvania
$4.51M +$724K +12,381 +19%
CA
265
Clearstead Advisors
Ohio
$4.48M -$599K -10,235 -12%
WP
266
Wealthspan Partners
Iowa
$4.39M -$136K -2,322 -3%
ABC
267
Associated Banc-Corp
Wisconsin
$4.38M -$46K -787 -1%
ATPW
268
Ashton Thomas Private Wealth
Arizona
$4.37M +$563K +9,621 +15%
TFA
269
Tobias Financial Advisors
Florida
$4.35M +$2.9M +49,641 +201%
FHA
270
First Horizon Advisors
Tennessee
$4.34M +$432K +7,388 +11%
TWP
271
Total Wealth Planning
Ohio
$4.33M +$1.53M +26,164 +55%
Two Sigma Investments
272
Two Sigma Investments
New York
$4.29M -$4.05M -69,300 -49%
LBC
273
Lowe Brockenbrough & Co
Virginia
$4.26M +$107K +1,837 +3%
SWM
274
Spire Wealth Management
Virginia
$4.25M -$1.35M -23,082 -24%
PFP
275
Pinnacle Financial Partners
Tennessee
$4.21M +$517K +8,846 +14%
9 10
11
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