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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 %
IAN
751
Integrated Advisors Network
Texas
$541K -$38.6K -660 -7%
AFG
752
Albion Financial Group
Utah
$538K – – –
CAMG
753
CWA Asset Management Group
Florida
$536K +$14.5K +248 +3%
LHC
754
Little House Capital
Massachusetts
$535K – – –
RBFC
755
Roman Butler Fullerton & Co
Missouri
$529K -$782 -13 -0.1%
FHA
756
Flagship Harbor Advisors
Massachusetts
$528K -$45.8K -783 -8%
LWAC
757
Laurel Wealth Advisors (California)
California
$527K -$457K -7,808 -46%
OHWP
758
Oak Harbor Wealth Partners
North Carolina
$523K -$96.5K -1,650 -16%
OPS
759
Orion Portfolio Solutions
Nebraska
$520K -$141K -2,412 -21%
BFA
760
Beacon Financial Advisory
Ohio
$520K -$697K -11,912 -57%
CA
761
CoreCap Advisors
Michigan
$519K +$10.1K +173 +2%
FWA
762
FSM Wealth Advisors
Ohio
$519K +$58 +1 +0%
ODIJL
763
One Day In July LLC
Vermont
$508K +$508K +8,692 New
FIM
764
Fernwood Investment Management
Massachusetts
$507K -$58.5K -1,000 -10%
HFS
765
Heritage Financial Services
Massachusetts
$504K – – –
FPGK
766
Financial Partners Group (Kansas)
Kansas
$503K -$10.5K -166 -2%
CAG
767
Curtis Advisory Group
California
$502K +$198K +3,384 +65%
WI
768
Wintrust Investments
Illinois
$500K -$286K -4,883 -36%
CMP
769
Courage Miller Partners
Virginia
$500K -$19.8K -339 -4%
CGPCS
770
Capital Group Private Client Services
California
$496K +$56.4K +964 +13%
CBFP
771
Cedar Brook Financial Partners
Ohio
$493K +$493K +8,433 New
SWA
772
SOA Wealth Advisors
New York
$493K +$249K +4,258 +102%
Citadel Advisors
773
Citadel Advisors
Florida
$491K -$595K -10,176 -55%
CWM
774
Castle Wealth Management
Florida
$491K – – –
TPW
775
TL Private Wealth
Texas
$485K +$86K +1,470 +22%
29 30
31
32 33