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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
+$291M
2
AWA
Arete Wealth Advisors
Illinois
+$230M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$215M
4
CIA
Choate Investment Advisors
Massachusetts
+$177M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$177M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$130M
2
Bank of America
Bank of America
North Carolina
-$56.4M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$39.1M
4
Goldman Sachs
Goldman Sachs
New York
-$33.3M
5
SVCP
Silicon Valley Capital Partners
California
-$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
576
Central Trust Company
Missouri
$927K -$43.4K -742 -4%
MW
577
Marcum Wealth
Ohio
$926K -$216K -3,691 -19%
CAG
578
Crestwood Advisors Group
Massachusetts
$925K – – –
BAG
579
Briggs Advisory Group
Rhode Island
$919K – – –
GSWM
580
Greenup Street Wealth Management
Michigan
$918K +$531K +9,073 +137%
HCMG
581
Howard Capital Management Group
California
$916K -$20.5K -350 -2%
CWS
582
Confluence Wealth Services
Pennsylvania
$915K +$338K +5,781 +59%
OPWM
583
Oxinas Partners Wealth Management
Indiana
$915K +$18.8K +322 +2%
LC
584
LTG Capital
Massachusetts
$913K +$913K +15,611 New
RIL
585
Rothschild Investment LLC
Illinois
$913K +$1.52K +26 +0.2%
SFWA
586
Summit Financial Wealth Advisors
Louisiana
$913K +$436K +7,454 +91%
CWP
587
Curated Wealth Partners
California
$913K – – –
LA
588
Legacy Advisors
Pennsylvania
$910K – – –
RW
589
REDW Wealth
New Mexico
$909K – – –
MFA
590
Mayflower Financial Advisors
Massachusetts
$897K +$576K +9,851 +180%
IA
591
Insight Advisors
Pennsylvania
$892K -$28.9K -501 -3%
CS
592
Capital Square
Tennessee
$890K – – –
BS
593
Boenning & Scattergood
Pennsylvania
$882K +$7.64K +100 +0.9%
ICG
594
InterOcean Capital Group
Tennessee
$877K +$36.5K +624 +4%
TF
595
Theory Financial
Colorado
$876K +$876K +14,982 New
FA
596
Fermata Advisors
California
$876K -$252K -4,301 -22%
SB
597
Strategic Blueprint
Georgia
$874K +$874K +14,939 New
ES
598
Eagle Strategies
New York
$873K +$873K +14,926 New
CIR
599
Clear Investment Research
Georgia
$872K +$30K +513 +4%
PIM
600
Progressive Investment Management
Oregon
$872K – – –
22 23
24
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