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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 %
CPIA
451
Cornell Pochily Investment Advisors
New York
$1.69M +$4.56K +78 +0.3%
TWM
452
Tolleson Wealth Management
Texas
$1.68M – – –
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$1.66M -$46.1K -788 -3%
PA
454
Procyon Advisors
Connecticut
$1.64M -$71.7K -1,226 -4%
RhumbLine Advisers
455
RhumbLine Advisers
Massachusetts
$1.63M – – –
RIS
456
Retirement Income Solutions
Michigan
$1.62M -$54.4K -930 -3%
WP
457
WMS Partners
Maryland
$1.62M -$1.46K -25 -0.1%
RPC
458
Rossmore Private Capital
Connecticut
$1.61M +$556K +9,500 +52%
KFA
459
Kapstone Financial Advisors
Ohio
$1.61M +$1.61M +25,518 New
SWA
460
Strategies Wealth Advisors
Michigan
$1.6M +$1.6M +27,381 New
BC
461
Bowman & Company
Wisconsin
$1.6M – – –
FHC
462
First Heartland Consultants
Missouri
$1.59M -$32.8K -560 -2%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$1.58M -$40.6K -694 -2%
PFS
464
Prospera Financial Services
Texas
$1.58M -$199K -3,408 -11%
IWM
465
IHT Wealth Management
Illinois
$1.56M -$228K -3,893 -13%
IFWM
466
Institute for Wealth Management
Colorado
$1.55M -$127K -2,163 -8%
MBT
467
Montecito Bank & Trust
California
$1.55M +$585K +10,000 +60%
SIA
468
Schechter Investment Advisors
Michigan
$1.54M – – –
PFA
469
Pathway Financial Advisors
Vermont
$1.54M +$40.4K +690 +3%
MFG
470
Magnus Financial Group
New York
$1.51M +$204K +3,482 +16%
USAA
471
United Services Automobile Association
Texas
$1.51M -$901K -15,398 -37%
Wealth Enhancement Advisory Services
472
Wealth Enhancement Advisory Services
Minnesota
$1.5M +$54K +887 +4%
FWTB
473
First Western Trust Bank
Colorado
$1.49M -$44.9K -767 -3%
MCM
474
Manchester Capital Management
Vermont
$1.46M – – –
HPC
475
HM Payson & Co
Maine
$1.46M – – –
17 18
19
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