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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M

Top Buyers

1
SAF
Smith Anglin Financial
Texas
+$35M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$33.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.9M
4
Lido Advisors
Lido Advisors
California
+$24.7M
5
Stifel Financial
Stifel Financial
Missouri
+$15.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$347M
2
HNB
Huntington National Bank
Ohio
-$137M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$85.4M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$38.4M
5
HW
Hedeker Wealth
Illinois
-$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
751
Reynders McVeigh Capital Management
Massachusetts
$488K – – –
ST
752
Sageworth Trust
Pennsylvania
$487K – – –
CFD
753
Creative Financial Designs
Indiana
$487K +$694 +12 +0.1%
TI
754
tru Independence
Oregon
$487K +$2.89K +50 +0.6%
CWM
755
Castle Wealth Management
Florida
$485K – – –
SFWA
756
Summit Financial Wealth Advisors
Louisiana
$485K – – –
EW
757
Enzi Wealth
Texas
$483K +$483K +7,740 New
LWCFA
758
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$481K – – –
SFG
759
Sage Financial Group
Pennsylvania
$481K +$174K +3,000 +56%
TFS
760
TrustCore Financial Services
Tennessee
$480K – – –
LWP
761
Legacy Wealth Planning
Nevada
$478K -$29.8K -515 -6%
HCM
762
HMS Capital Management
Tennessee
$473K – – –
FPGK
763
Financial Partners Group (Kansas)
Kansas
$471K +$231 +4 +0%
VHAM
764
Van Hulzen Asset Management
California
$469K +$116 +2 +0%
DBT
765
Dubuque Bank & Trust
Iowa
$466K +$191K +3,304 +70%
GI
766
GAMCO Investors
Connecticut
$463K – – –
QT
767
Quantbot Technologies
New York
$462K +$462K +8,000 New
T. Rowe Price Associates
768
T. Rowe Price Associates
Maryland
$459K +$459K +7,930 New
TP
769
Tranquility Partners
Tennessee
$457K +$2.03K +35 +0.4%
IIC
770
Ironwood Investment Counsel
Arizona
$454K – – –
WF
771
Welch & Forbes
Massachusetts
$453K – – –
OPW
772
Oxler Private Wealth
New York
$449K +$812 +12 +0.2%
NEWAS
773
N.E.W. Advisory Services
Wisconsin
$449K -$11.6K -200 -3%
DIA
774
Dana Investment Advisors
Wisconsin
$449K – – –
APW
775
Aurora Private Wealth
New Jersey
$448K +$5.33K +92 +1%
29 30
31
32 33