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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.

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
Bank of America
1
Bank of America
North Carolina
$961M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$53.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$387M
4
SVCP
4
Silicon Valley Capital Partners
California
$19.3M
5
WIA
5
World Investment Advisors
California
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$138M 2,360,031 +457,095 +24%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$133M 2,269,870 -48,536 -2%
HNB
28
Huntington National Bank
Ohio
– – – –
RJA
29
Raymond James & Associates
Florida
$117M 2,008,118 -73,362 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$105M 1,788,226 +77,832 +5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$102M 1,746,832 -18,216 -1%
MMA
32
Miracle Mile Advisors
California
$85.4M 1,459,061 +72,843 +5%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$84.4M 1,442,745 +1,442,745 New
Lido Advisors
34
Lido Advisors
California
$79.6M 1,361,234 -24,781 -2%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$76.2M 1,302,409 +13,786 +1%
SL
36
Salomon & Ludwin
Virginia
$69.5M 1,187,654 -40,915 -3%
APWM
37
Atlas Private Wealth Management
New York
$65M 1,111,956 +1,067,128 +2,380%
Truist Financial
38
Truist Financial
North Carolina
$64.9M 1,109,164 +73,003 +7%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$64.2M 1,097,416 -244,306 -18%
CC
40
Courier Capital
New York
$63.1M 1,078,058 +21,603 +2%
AF
41
Allworth Financial
California
$60.1M 1,027,281 -19,585 -2%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$53.4M 912,084 -668,712 -42%
VA
43
Valmark Advisers
Ohio
$53.4M 912,296 -11,196 -1%
KeyBank National Association
44
KeyBank National Association
Ohio
$51.4M 878,770 -44,004 -5%
EH
45
Equitable Holdings
New York
$50.1M 856,456 -5,674 -0.7%
LI
46
LVZ Inc
Michigan
$49.5M 846,897 +9,798 +1%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$49M 838,202 -254,672 -23%
MCM
48
MAI Capital Management
Ohio
$47.3M 808,202 +102,391 +15%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$46.7M 798,563 -20,417 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$44.4M 694,317 -31,138 -4%
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