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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 %
LTI
726
Laffer Tengler Investments
Tennessee
$581K -$8.6K -147 -1%
SAG
727
SageView Advisory Group
California
$577K +$577K +9,864 New
FCA
728
FinTrust Capital Advisors
South Carolina
$573K – – –
AWM
729
Axxcess Wealth Management
California
$572K +$3.98K +68 +0.7%
JWBC
730
J.W. Burns & Co
New York
$571K -$7.32K -125 -1%
FFA
731
First Foundation Advisors
California
$568K +$222K +3,802 +64%
Neuberger Berman Group
732
Neuberger Berman Group
New York
$565K -$1.64K -28 -0.3%
PIA
733
Perennial Investment Advisors
California
$565K +$263K +4,498 +87%
SPP
734
Single Point Partners
Massachusetts
$564K – – –
PB
735
Pinnacle Bancorp
Nebraska
$562K +$29.2K +500 +5%
NCM
736
Neumann Capital Management
California
$562K – – –
OC
737
Oakworth Capital
Alabama
$561K -$3.98K -68 -0.7%
AFA
738
American Financial Advisors
Georgia
$561K -$8.42K -144 -1%
TWM
739
Tradition Wealth Management
Minnesota
$560K -$6.56K -112 -1%
GWS
740
Glassman Wealth Services
Virginia
$560K – – –
RDFA
741
Ritter Daniher Financial Advisory
Ohio
$557K -$301K -5,151 -35%
SHFP
742
Second Half Financial Partners
Florida
$556K -$988 -16 -0.2%
Lazard Asset Management
743
Lazard Asset Management
New York
$556K – – –
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$554K +$38.1K +651 +7%
NCM
745
NCM Capital Management
New Jersey
$552K -$5.03K -86 -0.9%
SFMG
746
Sage Financial Management Group
Virginia
$552K +$552K +9,438 New
PFBT
747
Parkside Financial Bank & Trust
Missouri
$552K -$34.8K -594 -6%
CB
748
CNB Bank
Pennsylvania
$550K – – –
SYBT
749
Stock Yards Bank & Trust
Kentucky
$545K – – –
CANC
750
Culbertson A N & Co
Virginia
$542K – – –
28 29
30
31 32