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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 %
CB
651
Community Bank
New York
$748K – – –
PCI
652
Planning Center Inc
Illinois
$747K -$6.14K -105 -0.8%
WA
653
Waverly Advisors
Alabama
$745K +$69.4K +1,187 +10%
BCG
654
Breakwater Capital Group
New Jersey
$743K +$743K +12,706 New
CWA
655
Consilio Wealth Advisors
Washington
$740K -$393K -6,712 -35%
AA
656
Argent Advisors
Louisiana
$735K -$12.7K -217 -2%
SPWG
657
Syntegra Private Wealth Group
Missouri
$733K +$733K +12,529 New
PCM
658
Perritt Capital Management
Illinois
$724K -$66.6K -1,138 -8%
MLL
659
Moody Lynn & Lieberson
Massachusetts
$721K +$721K +12,330 New
TTWM
660
TCV Trust & Wealth Management
Virginia
$717K +$717K +12,249 New
GPFA
661
Game Plan Financial Advisors
Ohio
$716K – – –
SWM
662
SeaCrest Wealth Management
New York
$713K +$234 +4 +0%
MWA
663
Monograph Wealth Advisors
California
$707K +$341K +5,825 +93%
PWA
664
Providence Wealth Advisors
Illinois
$706K -$2K -35 -0.3%
MPM
665
Meritage Portfolio Management
Kansas
$700K – – –
PMG
666
ProVise Management Group
Florida
$699K -$114K -1,957 -14%
CFO
667
CVA Family Office
Colorado
$697K +$428K +7,318 +159%
CA
668
Calton & Associates
Florida
$696K -$409 -7 -0.1%
3LCM
669
3D/L Capital Management
Connecticut
$695K +$475K +8,114 +216%
FPW
670
Flagship Private Wealth
Massachusetts
$693K – – –
LF
671
LifeSteps Financial
California
$688K – – –
LL
672
LPWM LLC
Minnesota
$687K +$53.2K +904 +8%
AT
673
American Trust
Kentucky
$685K -$631K -10,779 -48%
FNT
674
First National Trust
Pennsylvania
$683K -$9.42K -161 -1%
DFG
675
Delta Financial Group
New Jersey
$682K +$682K +11,686 New
25 26
27
28 29