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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 %
IB
426
Intrust Bank
Kansas
$1.95M +$30K +513 +2%
WIA
427
World Investment Advisors
California
$1.94M -$20.8M -355,103 -91%
BA
428
Bristlecone Advisors
Washington
$1.94M -$20.9K -357 -1%
WWC
429
Waypoint Wealth Counsel
Georgia
$1.93M +$1.93M +33,013 New
JSL
430
JT Stratford LLC
Georgia
$1.91M +$1.91M +32,725 New
WP
431
WealthSource Partners
California
$1.88M -$1.35M -23,031 -42%
TWM
432
TMD Wealth Management
Arizona
$1.87M +$1.87M +31,933 New
RRA
433
Round Rock Advisors
Connecticut
$1.87M +$11.9K +204 +0.6%
MWM
434
Mattern Wealth Management
Kansas
$1.86M -$19.5K -334 -1%
CF
435
Corrigan Financial
Rhode Island
$1.86M +$3.04K +52 +0.2%
NB
436
Northwest Bancshares
Pennsylvania
$1.86M -$1.05M -17,904 -36%
RWG
437
Regal Wealth Group
California
$1.83M +$37K +633 +2%
JWM
438
JGP Wealth Management
Oregon
$1.83M +$162K +2,762 +10%
MGIA
439
Matthew Goff Investment Advisor
Texas
$1.81M – – –
BOTW
440
Bank of the West
California
$1.8M -$857K -14,651 -32%
PP
441
Paloma Partners
Connecticut
$1.76M +$1.76M +30,074 New
EAM
442
Evanson Asset Management
California
$1.76M +$877 +15 +0%
CG
443
Corundum Group
Colorado
$1.73M – – –
SCA
444
Snowden Capital Advisors
New York
$1.73M +$174K +2,968 +11%
VFA
445
Valeo Financial Advisors
Indiana
$1.72M +$58 +1 +0%
CWM
446
CCG Wealth Management
California
$1.72M +$106K +1,815 +7%
1WM
447
1900 Wealth Management
Texas
$1.72M -$450K -7,699 -21%
SCA
448
Southern Capital Advisors
Tennessee
$1.69M +$236K +4,033 +16%
KFAA
449
Klaas Financial Asset Advisors
Illinois
$1.69M -$658K -11,251 -28%
ZCA
450
Zeke Capital Advisors
Pennsylvania
$1.69M – – –
16 17
18
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