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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$132M
2
Bank of America
Bank of America
North Carolina
$961M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.4M
4
Goldman Sachs
Goldman Sachs
New York
$387M
5
SVCP
Silicon Valley Capital Partners
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
376
Oppenheimer & Co
New York
$2.55M -$12.7K -217 -0.5%
LFG
377
Larson Financial Group
Missouri
$2.55M +$1.13M +19,302 +79%
CAC
378
Certified Advisory Corp
Florida
$2.54M +$972K +16,619 +62%
BJL
379
Brighton Jones LLC
Washington
$2.51M -$15.4K -263 -0.6%
WT
380
Whittier Trust
California
$2.51M – – –
CB
381
Commerce Bank
Missouri
$2.48M -$211K -3,611 -8%
WP
382
WealthShield Partners
North Carolina
$2.47M -$374K -6,387 -13%
GG
383
GenWealth Group
New Jersey
$2.46M -$12.6K -216 -0.5%
First Trust Advisors
384
First Trust Advisors
Illinois
$2.45M +$46K +787 +2%
MFC
385
Morris Financial Concepts
South Carolina
$2.45M – – –
EPP
386
ETF Portfolio Partners
Kansas
$2.44M +$186K +3,180 +8%
RWMG
387
Redwood Wealth Management Group
New Jersey
$2.42M +$2.42M +41,420 New
UBV
388
United Bank (Virginia)
Virginia
$2.42M +$957K +16,359 +65%
EFS
389
Essex Financial Services
Connecticut
$2.37M +$41.2K +704 +2%
FCFC
390
First Commonwealth Financial Corp
Pennsylvania
$2.36M -$601K -10,277 -20%
TA
391
Tiedemann Advisors
New York
$2.36M -$45.3K -774 -2%
PAG
392
Private Advisor Group
New Jersey
$2.36M +$166K +24,480 +8%
HTC
393
Haverford Trust Company
Pennsylvania
$2.36M – – –
CCM
394
Colorado Capital Management
Colorado
$2.35M -$91K -1,562 -4%
WFAG
395
Wescott Financial Advisory Group
Pennsylvania
$2.33M +$191K +3,273 +9%
Vontobel Holding
396
Vontobel Holding
Switzerland
$2.32M -$31.2K -533 -1%
ST
397
Smithfield Trust
Pennsylvania
$2.32M -$260K -4,445 -10%
CI
398
Conning Inc
Connecticut
$2.31M +$181K +3,095 +9%
CAM
399
Carret Asset Management
New York
$2.3M +$1.76K +30 +0.1%
TI
400
Truepoint Inc
Ohio
$2.3M +$1.61M +27,492 +233%
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