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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 %
KCM
626
Kennicott Capital Management
California
$804K -$810K -13,840 -50%
SFP
627
Sandbox Financial Partners
Maryland
$804K -$135K -2,314 -14%
Deutsche Bank
628
Deutsche Bank
Germany
$804K -$67.9K -1,160 -8%
BONH
629
Bank of New Hampshire
New Hampshire
$795K -$323K -5,523 -29%
LSPW
630
Lake Street Private Wealth
Illinois
$795K -$279K -4,762 -26%
GWM
631
GSB Wealth Management
Connecticut
$794K -$11.5K -196 -1%
RA
632
Riversedge Advisors
Delaware
$794K -$1.1M -18,870 -58%
TIA
633
Tiemann Investment Advisors
California
$791K +$49.2K +841 +7%
PAS
634
Park Avenue Securities
New York
$790K +$30.3K +518 +4%
CW
635
Connectus Wealth
Ohio
$788K +$234 +4 +0%
BFG
636
Berger Financial Group
Minnesota
$787K +$787K +13,455 New
CPO
637
Cerity Partners OCIO
New York
$787K -$10.4K -177 -1%
SCM
638
SOL Capital Management
Maryland
$784K – – –
KDA
639
Kraft Davis & Associates
Missouri
$779K +$779K +12,380 New
HCA
640
Heck Capital Advisors
Wisconsin
$776K +$272K +4,645 +54%
FA
641
Fountainhead AM
New Jersey
$776K +$84.6K +1,446 +12%
TPWA
642
TRUE Private Wealth Advisors
Oregon
$776K – – –
NFP
643
NorthLanding Financial Partners
New York
$772K -$69.9K -1,195 -8%
BFAG
644
Blackston Financial Advisory Group
Florida
$768K -$53.8K -920 -7%
UCIG
645
Ulrich Consultants & Investment Group
New Mexico
$767K – – –
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$765K +$665K +11,363 +660%
ATFA
647
All Terrain Financial Advisors
Minnesota
$764K -$59 -1 -0%
CWP
648
CFM Wealth Partners
Texas
$760K -$12.2K -209 -2%
QCG
649
Quadrant Capital Group
Ohio
$754K – – –
SFG
650
StrategIQ Financial Group
Indiana
$749K +$47.1K +805 +7%
24 25
26
27 28