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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 %
FWM
676
Focused Wealth Management
New York
$682K +$58 +1 +0%
CPIG
677
Chicago Partners Investment Group
Illinois
$679K -$224K -3,533 -25%
TYCC
678
Texas Yale Capital Corp
Florida
$679K – – –
BCM
679
Brasada Capital Management
Texas
$677K – – –
4WM
680
4J Wealth Management
Virginia
$676K -$23.1K -395 -3%
HR
681
Hardy Reed
Mississippi
$674K +$674K +11,520 New
MMHP
682
Murphy Middleton Hinkle & Parker
Georgia
$667K +$877 +15 +0.1%
PSF
683
Pacific Sun Financial
California
$666K -$51.5K -880 -7%
PCA
684
Personal Capital Advisors
California
$664K -$8.02K -137 -1%
FCA
685
Fortis Capital Advisors
Kansas
$664K +$664K +11,350 New
TFO
686
Tarbox Family Office
California
$664K -$74K -1,265 -10%
CWM
687
C2C Wealth Management
Arizona
$662K +$59 +1 +0%
BHWM
688
Bar Harbor Wealth Management
New Hampshire
$658K -$82.8K -1,416 -11%
KJWM
689
Kiley Juergens Wealth Management
Washington
$657K -$69.9K -1,195 -10%
FWCM
690
Ferguson Wellman Capital Management
Oregon
$651K – – –
SC
691
Scotia Capital
Ontario, Canada
$645K -$5.27K -90 -0.8%
AWA
692
Aaron Wealth Advisors
Illinois
$643K +$340K +5,806 +112%
MCWS
693
McKinley Carter Wealth Services
West Virginia
$641K -$1.64K -28 -0.3%
SHA
694
Seneca House Advisors
Virginia
$640K -$12.5K -214 -2%
IA
695
IFG Advisory
Georgia
$638K -$178K -3,051 -22%
SIC
696
Sigma Investment Counselors
Michigan
$636K +$85.5K +1,461 +16%
PAM
697
PVG Asset Management
Colorado
$634K +$634K +10,830 New
AA
698
Advisory Alpha
Michigan
$631K – – –
PA
699
Paragon Advisors
Texas
$629K +$629K +10,764 New
AWM
700
Aprio Wealth Management
Georgia
$627K -$14.7K -252 -2%
26 27
28
29 30