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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 %
KA
501
Kovack Advisors
Florida
$1.27M -$23.8K -406 -2%
TFS
502
TrustCore Financial Services
Tennessee
$1.26M +$772K +13,194 +159%
BWP
503
Bernardo Wealth Planning
Pennsylvania
$1.25M – – –
ESB
504
Essex Savings Bank
Connecticut
$1.25M – – –
PFG
505
Pinnacle Financial Group
Illinois
$1.24M – – –
E
506
ETFidea
New York
$1.24M -$44.6K -762 -3%
MSA
507
Marino Stram & Associates
Massachusetts
$1.24M -$3.98K -68 -0.3%
KWM
508
Kaydan Wealth Management
Michigan
$1.22M -$30.2K -516 -2%
SFG
509
Summit Financial Group
West Virginia
$1.21M -$1.46K -25 -0.1%
OPA
510
Old Port Advisors
Maine
$1.21M -$249K -4,262 -17%
MGWM
511
Marks Group Wealth Management
Minnesota
$1.19M +$247K +4,224 +26%
FNBTCON
512
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M – – –
OAM
513
Oppenheimer Asset Management
New York
$1.18M -$139K -2,380 -11%
GT
514
Glenview Trust
Kentucky
$1.18M +$112K +1,914 +10%
HCP
515
Holt Capital Partners
Texas
$1.18M – – –
MSWMA
516
Market Street Wealth Management Advisors
Indiana
$1.17M -$67.5K -1,154 -5%
PP
517
Prosperity Planning
Missouri
$1.17M – – –
SBH
518
Segall Bryant & Hamill
Illinois
$1.16M +$131K +2,231 +13%
BFO
519
Boston Family Office
Massachusetts
$1.15M – – –
BMM
520
Berkshire Money Management
Massachusetts
$1.15M +$57.2K +977 +5%
TFGT
521
TS Financial Group (TSFG)
Illinois
$1.15M +$159K +2,721 +16%
SFS
522
Sowell Financial Services
Arkansas
$1.14M +$132K +2,264 +13%
SOS
523
Silver Oak Securities
Tennessee
$1.14M +$543K +9,278 +91%
PFGIA
524
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M -$785K -13,422 -41%
BFS
525
Bradley Foster & Sargent
Connecticut
$1.11M -$26.1K -446 -2%
19 20
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