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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 %
LNC
601
Lincoln National Corp
Pennsylvania
$793K -$333K -5,760 -30%
CPO
602
Cerity Partners OCIO
New York
$788K +$30K +518 +4%
Koshinski Asset Management
603
Koshinski Asset Management
Illinois
$787K +$116 +2 +0%
PAMG
604
Patton Albertson Miller Group
Tennessee
$786K -$18.9K -326 -2%
PCM
605
Perritt Capital Management
Illinois
$782K -$13.3K -230 -2%
CW
606
Connectus Wealth
Ohio
$779K -$13.4K -231 -2%
WI
607
Wintrust Investments
Illinois
$777K -$348K -6,015 -31%
TSWM
608
Tyler-Stone Wealth Management
Ohio
$776K -$323K -5,574 -29%
SCM
609
SOL Capital Management
Maryland
$775K – – –
TPWA
610
TRUE Private Wealth Advisors
Oregon
$767K – – –
CWP
611
CFM Wealth Partners
Texas
$763K +$239K +4,128 +46%
TFO
612
Tarbox Family Office
California
$761K – – –
CW
613
CreativeOne Wealth
Kansas
$761K +$83.3K +1,439 +12%
UCIG
614
Ulrich Consultants & Investment Group
New Mexico
$758K – – –
S
615
SignatureFD
Georgia
$757K -$8.39K -145 -1%
ATFA
616
All Terrain Financial Advisors
Minnesota
$755K -$12.4K -214 -2%
PAS
617
Park Avenue Securities
New York
$751K +$165K +2,856 +28%
WWM
618
Windsor Wealth Management
Indiana
$750K +$28.5K +488 +4%
CPA
619
Capital Planning Advisors
California
$747K – – –
QCG
620
Quadrant Capital Group
Ohio
$746K -$13.9K -240 -2%
AA
621
Argent Advisors
Louisiana
$740K -$48K -829 -6%
CB
622
Community Bank
New York
$740K – – –
CFGS
623
Concourse Financial Group Securities
Alabama
$738K +$54.8K +948 +8%
Simplex Trading
624
Simplex Trading
Illinois
$738K +$81.2K +1,405 +12%
DA
625
Doliver Advisors
Texas
$737K +$737K +12,741 New
23 24
25
26 27