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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 %
HCC
276
Hirtle Callaghan & Co
Pennsylvania
$4.17M +$131K +2,240 +3%
GT
277
Glenmede Trust
Pennsylvania
$4.15M -$502K -8,583 -11%
GFP
278
Gryphon Financial Partners
Ohio
$4.11M -$146K -2,488 -3%
FFN
279
Focus Financial Network
Minnesota
$4.07M +$1.06M +18,138 +35%
KP
280
Keel Point
Alabama
$4.05M +$117 +2 +0%
HT
281
Heritage Trust
Oklahoma
$4.04M +$3M +51,326 +289%
HGWM
282
Harvest Group Wealth Management
Massachusetts
$4.04M +$4.04M +69,075 New
GLLW
283
Graves Light Lenhart Wealth
Virginia
$4.03M -$20.3K -347 -0.5%
VC
284
Vestor Capital
Illinois
$4.02M -$3.33K -57 -0.1%
CWM
285
Cranbrook Wealth Management
Michigan
$3.99M -$1.21M -20,750 -23%
NA
286
Nottingham Advisors
New York
$3.99M -$172K -2,934 -4%
SI
287
Stephens Inc
Arkansas
$3.97M -$151K -2,581 -4%
AL
288
ACAS LLC
California
$3.95M +$3.95M +67,549 New
PIMG
289
Patriot Investment Management Group
Tennessee
$3.93M -$61.8K -1,000 -2%
AIA
290
Avalon Investment & Advisory
Texas
$3.93M -$112K -1,915 -3%
CCM
291
Canal Capital Management
Virginia
$3.93M +$3.93M +67,159 New
SWA
292
Stratos Wealth Advisors
Ohio
$3.91M +$2.01M +34,283 +105%
FA
293
Flagstar Advisors
New York
$3.91M -$115K -1,974 -3%
YWP
294
YorkBridge Wealth Partners
New York
$3.89M -$28.6K -489 -0.7%
FNBT
295
FineMark National Bank & Trust
Florida
$3.89M +$475K +8,119 +14%
GCM
296
Gallacher Capital Management
Colorado
$3.88M +$3.88M +66,307 New
BBWP
297
Beacon Bridge Wealth Partners
Pennsylvania
$3.83M +$3.83M +65,517 New
LWP
298
Laurel Wealth Planning
Minnesota
$3.83M -$53.7K -918 -1%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$3.83M -$196K -4,479 -5%
PPC
300
Park Place Capital
Alabama
$3.8M +$3.8M +64,878 New
10 11
12
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