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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 %
CWM
701
Congress Wealth Management
Massachusetts
$624K +$59 +1 +0%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$624K +$14.5K +248 +2%
JIC
703
Joel Isaacson & Co
New York
$618K -$5.21K -89 -0.8%
OFS
704
OneAscent Financial Services
Alabama
$615K +$615K +10,514 New
SPIA
705
Strategic Point Investment Advisors
Rhode Island
$613K – – –
SWM
706
Stockman Wealth Management
Montana
$613K – – –
CFGS
707
Concourse Financial Group Securities
Alabama
$609K -$137K -2,343 -18%
AIA
708
Arbor Investment Advisors
North Carolina
$604K – – –
LSAG
709
Lake Street Advisors Group
New Hampshire
$603K +$58 +1 +0%
MA
710
MCF Advisors
Kentucky
$601K +$64.2K +1,098 +12%
Belvedere Trading
711
Belvedere Trading
Illinois
$600K +$600K +10,252 New
KPWG
712
KFA Private Wealth Group
Virginia
$599K +$599K +10,242 New
PFO
713
Pathstone Family Office
New Jersey
$598K -$95.1K -1,626 -14%
SKK
714
Shepherd Kaplan Krochuk
Massachusetts
$598K -$419K -7,170 -41%
FRA
715
Front Row Advisors
California
$597K – – –
AWA
716
Alta Wealth Advisors
Massachusetts
$597K -$119K -2,032 -17%
MA
717
MONECO Advisors
Connecticut
$595K -$2.98K -51 -0.5%
KW
718
KWB Wealth
California
$593K – – –
SWA
719
Sutton Wealth Advisors
Florida
$592K – – –
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$591K +$85.1K +1,455 +17%
WCF
721
West Coast Financial
California
$589K -$54.8K -936 -9%
FDCC
722
Foster Dykema Cabot & Co
Massachusetts
$585K -$773K -13,217 -57%
IA
723
IFG Advisors
Missouri
$585K -$66.3K -1,133 -10%
WP
724
Westmount Partners
California
$584K +$584K +9,977 New
CPA
725
Capital Planning Advisors
California
$582K -$173K -2,949 -23%
27 28
29
30 31