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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 %
FNC
776
First National Corp
Massachusetts
$444K – – –
PA
777
PFG Advisors
Arizona
$443K +$443K +7,660 New
FCB
778
First Command Bank
Texas
$442K -$16.1K -279 -4%
FCFS
779
First Command Financial Services
Texas
$442K -$16.1K -279 -4%
SSB
780
Sandy Spring Bank
Maryland
$437K -$65.8K -1,140 -13%
AI
781
Accredited Investors
Minnesota
$437K +$8.74K +151 +2%
IWS
782
Insight Wealth Strategies
California
$436K – – –
SXL
783
Summit X LLC
Missouri
$436K +$2.03K +35 +0.5%
CGPCS
784
Capital Group Private Client Services
California
$435K – – –
QCM
785
Quantinno Capital Management
New York
$433K +$98K +1,693 +29%
FT
786
Fiduciary Trust
Massachusetts
$430K -$240K -4,164 -36%
GWM
787
GDS Wealth Management
Texas
$430K +$11.2K +194 +3%
DT
788
Diversified Trust
Tennessee
$429K – – –
SIC
789
Salem Investment Counselors
North Carolina
$428K – – –
EWM
790
Empirical Wealth Management
Washington
$427K -$15.5K -268 -4%
CSWM
791
Cassady Schiller Wealth Management
Ohio
$426K +$426K +7,359 New
HCM
792
Hollencrest Capital Management
California
$424K – – –
MMPW
793
Mitchell McLeod Pugh & Williams
Alabama
$423K +$423K +7,315 New
MM
794
Meridian Management
Arkansas
$421K – – –
HCM
795
Highview Capital Management
Illinois
$418K -$143K -2,468 -25%
RF
796
Resolute Financial
Massachusetts
$417K +$752 +13 +0.2%
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$414K -$44.2K -750 -10%
NWMG
798
National Wealth Management Group
Ohio
$413K +$413K +7,143 New
IRAG
799
Investment Research & Advisory Group
Georgia
$413K – – –
TC
800
TAP Consulting
Missouri
$411K +$579 +10 +0.1%
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