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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 %
HWM
401
Howard Wealth Management
Connecticut
$2.24M -$6.73K -115 -0.3%
CB
402
Cadence Bank
Mississippi
$2.21M +$2.21M +37,831 New
DPI
403
Diversified Portfolios Inc
Michigan
$2.2M – – –
SW
404
SVB Wealth
Massachusetts
$2.18M -$70K -1,196 -3%
HSA
405
HBK Sorce Advisory
Pennsylvania
$2.18M +$1.09M +18,588 +100%
GCM
406
Gables Capital Management
Florida
$2.16M – – –
FCI
407
Financial Counselors Inc
Kansas
$2.15M +$667K +11,402 +45%
PA
408
Parallel Advisors
California
$2.14M +$449K +7,674 +26%
GPWA
409
Great Point Wealth Advisors
Massachusetts
$2.13M – – –
HI
410
Harbour Investments
Wisconsin
$2.13M +$89K +1,522 +4%
Prudential Financial
411
Prudential Financial
New Jersey
$2.12M +$358K +6,112 +20%
ULWM
412
Upper Left Wealth Management
Florida
$2.1M +$2.1M +35,890 New
SCI
413
S&CO Inc
Massachusetts
$2.08M – – –
MA
414
MBA Advisors
Pennsylvania
$2.07M – – –
LC
415
Lindbrook Capital
California
$2.06M +$2.46K +42 +0.1%
RPGK
416
Retirement Planning Group (Kansas)
Kansas
$2.04M -$1.69M -28,937 -45%
NL
417
NWAM LLC
Washington
$2.02M -$202K -3,452 -9%
KBFS
418
Kohmann Bosshard Financial Services
Ohio
$2.02M – – –
BIP
419
Bouvel Investment Partners
Pennsylvania
$2.01M +$23.2K +397 +1%
DW
420
Domani Wealth
Pennsylvania
$2M +$561K +9,580 +39%
MPCG
421
Matrix Private Capital Group
New York
$1.98M -$27.3K -466 -1%
BBHC
422
Brown Brothers Harriman & Co
New York
$1.98M – – –
SLT
423
St Louis Trust
Missouri
$1.96M – – –
PCA
424
Pallas Capital Advisors
Massachusetts
$1.95M -$235K -3,898 -11%
HF
425
HRT Financial
New York
$1.95M +$367K +6,275 +23%
15 16
17
18 19