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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 %
SF
526
SBK Financial
Virginia
$1.11M -$33.2K -568 -3%
MWM
527
McNaughton Wealth Management
California
$1.11M +$208K +3,554 +23%
OWA
528
Opal Wealth Advisors
New York
$1.11M +$422K +7,206 +62%
NWA
529
Navis Wealth Advisors
New York
$1.1M +$1.1M +18,857 New
AIS
530
American Investment Services
Massachusetts
$1.09M +$78K +1,333 +8%
AWM
531
Atticus Wealth Management
Florida
$1.09M +$1.09M +18,608 New
SDWMA
532
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M +$16.4K +281 +2%
HCM
533
Highview Capital Management
Illinois
$1.09M +$663K +11,341 +157%
BA
534
Bellwether Advisors
Nebraska
$1.08M +$124K +2,120 +13%
Principal Financial Group
535
Principal Financial Group
Iowa
$1.07M +$1.07M +18,372 New
SFS
536
Security Financial Services
Indiana
$1.07M -$523K -8,941 -33%
NSB
537
Norway Savings Bank
Maine
$1.06M -$93.3K -1,595 -8%
NLP
538
Next Level Private
New York
$1.06M +$1.06M +18,052 New
PPW
539
PACK Private Wealth
Minnesota
$1.06M – – –
FPFS
540
First Personal Financial Services
North Carolina
$1.06M -$13.9K -238 -1%
CC
541
Cadinha & Co
Hawaii
$1.05M -$211K -3,600 -17%
DC
542
Davenport & Co
Virginia
$1.04M +$319K +5,460 +44%
DWMS
543
Dominguez Wealth Management Solutions
Virginia
$1.04M +$1.04M +17,765 New
CA
544
Continuum Advisory
Idaho
$1.04M +$642K +10,971 +162%
FCB
545
First County Bank
Connecticut
$1.04M +$1.04M +17,730 New
FCC
546
Florin Court Capital
United Kingdom
$1.04M -$351K -6,000 -25%
LA
547
Lane & Associates
New Jersey
$1.03M +$1.03M +17,670 New
RWA
548
Ropes Wealth Advisors
Massachusetts
$1.03M +$424K +7,248 +70%
IWA
549
Inspirion Wealth Advisors
Illinois
$1.03M -$188K -3,219 -15%
MCM
550
Mattern Capital Management
Colorado
$1.02M -$293 -5 -0%
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