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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 %
SIA
476
Sage Investment Advisers
New York
$1.45M +$80.3K +1,372 +6%
CCWM
477
Cassaday & Co Wealth Management
Virginia
$1.44M +$1.44M +24,673 New
KF
478
Krilogy Financial
Missouri
$1.43M +$837K +14,300 +142%
EK
479
Evensky & Katz
Florida
$1.43M +$5.79K +99 +0.4%
T. Rowe Price Associates
480
T. Rowe Price Associates
Maryland
$1.43M +$963K +16,459 +208%
MWM
481
Marietta Wealth Management
Georgia
$1.42M – – –
MSWM
482
McGlone Suttner Wealth Management
Wisconsin
$1.41M +$1.41M +24,046 New
RFA
483
Resurgent Financial Advisors
Georgia
$1.4M +$19.4K +331 +1%
WH
484
Whitcomb & Hess
Ohio
$1.4M +$820K +14,012 +141%
BF
485
Blankinship & Foster
California
$1.4M -$102K -1,739 -7%
CWC
486
Carolinas Wealth Consulting
North Carolina
$1.4M -$272K -4,646 -16%
SG
487
StoneX Group
New York
$1.38M -$132K -2,237 -9%
CLG
488
Cooperman Leon G
$1.36M – – –
JFG
489
JMG Financial Group
Illinois
$1.35M +$841K +14,377 +165%
FFM
490
Forum Financial Management
Illinois
$1.35M +$7.49K +128 +0.6%
PWM
491
Perigon Wealth Management
California
$1.34M +$525K +8,967 +64%
BI
492
Ballast Inc
Kentucky
$1.34M +$1.34M +22,924 New
BP
493
Ballentine Partners
Massachusetts
$1.34M – – –
ACM
494
Advisors Capital Management
New Jersey
$1.33M -$95.6K -1,633 -7%
AA
495
Alesco Advisors
New York
$1.33M -$78.9K -1,348 -6%
AF
496
Alerus Financial
North Dakota
$1.31M -$995 -17 -0.1%
IAIM
497
International Assets Investment Management
Florida
$1.31M +$183K +3,135 +16%
B
498
Bensler
Washington
$1.31M +$96.7K +1,653 +8%
MCC
499
Money Concepts Capital
Florida
$1.28M -$1.46M -24,911 -53%
D
500
Dentgroup
Louisiana
$1.28M +$351 +6 +0%
18 19
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