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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 %
MWA
301
Meridian Wealth Advisors
Texas
$3.7M +$2.33M +39,855 +170%
HWA
302
Heritage Wealth Advisors
Virginia
$3.67M -$585K -10,000 -14%
BCM
303
Brookstone Capital Management
Illinois
$3.67M -$973K -16,620 -21%
EIP
304
Ellis Investment Partners
Pennsylvania
$3.66M -$63K -1,077 -2%
ONB
305
Old National Bancorp
Indiana
$3.64M -$109K -1,859 -3%
SC
306
Savant Capital
Illinois
$3.63M +$185K +3,179 +5%
CWM
307
Calamos Wealth Management
Illinois
$3.63M -$775K -13,255 -18%
PWA
308
Peterson Wealth Advisors
Utah
$3.63M +$30.7K +525 +0.9%
Two Sigma Advisers
309
Two Sigma Advisers
New York
$3.62M -$9.3M -159,000 -72%
SEIA
310
Signature Estate & Investment Advisors
California
$3.62M +$112K +1,909 +3%
RWRC
311
R.W. Roge & Company
New York
$3.58M +$2.42M +41,382 +209%
FPAS
312
Focus Partners Advisor Solutions
Missouri
$3.53M +$181K +3,099 +5%
XF
313
XML Financial
Maryland
$3.46M +$684K +11,696 +25%
SCA
314
St. Clair Advisors
Ohio
$3.45M +$877 +15 +0%
NAM
315
NTV Asset Management
West Virginia
$3.43M -$12.9K -220 -0.4%
TNB
316
Thomasville National Bank
Georgia
$3.41M -$165K -2,829 -5%
VWM
317
Valley Wealth Managers
New Jersey
$3.4M +$265K +4,524 +8%
CRC
318
Curi RMB Capital
Illinois
$3.37M -$156K -2,666 -4%
CI
319
CX Institutional
Indiana
$3.36M -$2.4M -41,086 -42%
TCBWMS
320
Texas Capital Bank Wealth Management Services
Texas
$3.36M -$222K -3,802 -6%
UBG
321
United Bank (Georgia)
Georgia
$3.35M -$1.4K -24 -0%
JHCP
322
Jackson Hole Capital Partners
Oklahoma
$3.35M -$326K -5,580 -9%
DBIA
323
Dumont & Blake Investment Advisors
New Jersey
$3.35M -$35.4K -605 -1%
EDRIA
324
Edmonds Duncan Registered Investment Advisors
Kansas
$3.32M +$895K +15,292 +37%
Susquehanna International Group
325
Susquehanna International Group
Pennsylvania
$3.32M -$11M -187,728 -77%
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