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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 %
LNC
601
Lincoln National Corp
Pennsylvania
$869K +$66.8K +1,142 +8%
CA
602
Cornerstone Advisory
Maryland
$868K +$292 +5 +0%
BFM
603
Boston Financial Management
Massachusetts
$866K -$43.9K -750 -5%
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$864K +$523K +6,960 +153%
S
605
SignatureFD
Georgia
$862K +$96.2K +1,644 +13%
9WM
606
9258 Wealth Management
Ohio
$858K -$55.5K -949 -6%
DCM
607
Dimension Capital Management
Florida
$858K – – –
WPC
608
White Pine Capital
Minnesota
$856K +$7.31K +125 +0.9%
DAS
609
Dynamic Advisor Solutions
Arizona
$851K -$59.6K -1,019 -7%
KIG
610
Kessler Investment Group
Indiana
$850K +$7.96K +136 +0.9%
NEPWA
611
New England Private Wealth Advisors
Massachusetts
$839K +$643 +11 +0.1%
MG
612
Mather Group
Illinois
$839K -$7.08K -121 -0.8%
JFA
613
JNBA Financial Advisors
Minnesota
$836K +$17.3K +296 +2%
AC
614
AWM Capital
Arizona
$834K – – –
CA
615
Claro Advisors
Massachusetts
$829K +$124K +2,121 +18%
IIC
616
Integrated Investment Consultants
Michigan
$823K +$86.1K +1,472 +12%
MA
617
MKT Advisors
California
$819K -$2.33K -39 -0.3%
CC
618
Chicago Capital
Illinois
$816K – – –
Koshinski Asset Management
619
Koshinski Asset Management
Illinois
$813K +$17.7K +302 +2%
FA
620
Fiducient Advisors
Illinois
$813K +$199K +3,399 +32%
TWC
621
TD Waterhouse Canada
Ontario, Canada
$812K -$44.9K -598 -5%
FIB
622
First Interstate Bank
Montana
$811K +$213K +3,645 +36%
BOH
623
Bank of Hawaii
Hawaii
$811K – – –
MCM
624
McDonough Capital Management
Florida
$810K – – –
DI
625
Disciplined Investments
Oklahoma
$805K -$25.7K -440 -3%
23 24
25
26 27