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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M

Top Buyers

1
SAF
Smith Anglin Financial
Texas
+$35M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$33.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M
4
Lido Advisors
Lido Advisors
California
+$24.7M
5
Stifel Financial
Stifel Financial
Missouri
+$15.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$347M
2
HNB
Huntington National Bank
Ohio
-$137M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$85.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$38.4M
5
HW
Hedeker Wealth
Illinois
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
576
Dimension Capital Management
Florida
$849K – – –
RDFA
577
Ritter Daniher Financial Advisory
Ohio
$849K +$421K +7,270 +98%
BFAG
578
Blackston Financial Advisory Group
Florida
$848K -$35.4K -586 -4%
WPC
579
White Pine Capital
Minnesota
$839K +$57K +985 +7%
Asset Management One
580
Asset Management One
Japan
$838K +$80.9K +1,400 +11%
MG
581
Mather Group
Illinois
$837K -$18.8K -324 -2%
CIR
582
Clear Investment Research
Georgia
$833K -$91.7K -1,585 -10%
KIG
583
Kessler Investment Group
Indiana
$833K -$82.7K -1,428 -9%
NFP
584
NorthLanding Financial Partners
New York
$833K +$833K +14,392 New
ICG
585
InterOcean Capital Group
Tennessee
$831K – – –
CCMD
586
Cypress Capital Management (Delaware)
Delaware
$829K – – –
NEPWA
587
New England Private Wealth Advisors
Massachusetts
$829K +$810 +14 +0.1%
CPIG
588
Chicago Partners Investment Group
Illinois
$828K +$21.8K +374 +3%
DI
589
Disciplined Investments
Oklahoma
$821K +$1.45K +25 +0.2%
AW
590
ACG Wealth
Georgia
$818K +$17.4K +301 +2%
JFA
591
JNBA Financial Advisors
Minnesota
$809K -$32K -553 -4%
PWM
592
Perigon Wealth Management
California
$809K – – –
CC
593
Chicago Capital
Illinois
$807K -$7.81K -135 -1%
IA
594
IFG Advisory
Georgia
$807K +$807K +13,957 New
PMG
595
ProVise Management Group
Florida
$804K -$94.9K -1,641 -11%
BOH
596
Bank of Hawaii
Hawaii
$802K – – –
MCM
597
McDonough Capital Management
Florida
$801K – – –
NCM
598
Novare Capital Management
North Carolina
$797K +$116K +2,004 +17%
GWM
599
GSB Wealth Management
Connecticut
$796K -$6.77K -117 -0.8%
MA
600
MKT Advisors
California
$796K +$12K +207 +2%
22 23
24
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