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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 %
WWM
776
Windsor Wealth Management
Indiana
$482K -$271K -4,629 -36%
FTUS
777
Flow Traders U.S.
New York
$481K -$1.58M -27,100 -77%
WFAG
778
Worth Financial Advisory Group
North Carolina
$478K +$478K +8,174 New
HCM
779
HMS Capital Management
Tennessee
$478K – – –
SWA
780
Strata Wealth Advisors
Texas
$477K +$477K +8,148 New
GLR
781
Great Lakes Retirement
Ohio
$476K +$476K +8,141 New
ST
782
Sageworth Trust
Pennsylvania
$476K -$16.7K -286 -3%
GJIA
783
Glass Jacobson Investment Advisors
Maryland
$475K +$475K +8,123 New
CGFA
784
Colton Groome Financial Advisors
North Carolina
$474K -$221K -3,778 -32%
CIA
785
Capital Investment Advisors
Georgia
$473K -$184K -3,146 -28%
EW
786
Enzi Wealth
Texas
$472K – – –
DBT
787
Dubuque Bank & Trust
Iowa
$471K – – –
NCM
788
Novare Capital Management
North Carolina
$469K -$336K -5,745 -42%
GI
789
GAMCO Investors
Connecticut
$468K – – –
FANJ
790
Financial Architects (New Jersey)
New Jersey
$466K +$95.4K +1,631 +26%
NP
791
NorthRock Partners
Minnesota
$465K +$112K +1,912 +32%
FT
792
Fiduciary Trust
Massachusetts
$460K +$24.6K +420 +6%
IIC
793
Ironwood Investment Counsel
Arizona
$459K – – –
WF
794
Welch & Forbes
Massachusetts
$458K – – –
PCS
795
Personal CFO Solutions
New Jersey
$458K -$241K -3,832 -34%
GAM
796
Gemmer Asset Management
California
$458K -$68K -1,162 -13%
SXL
797
Summit X LLC
Missouri
$452K -$2.11K -35 -0.5%
IWM
798
Iams Wealth Management
Nebraska
$451K +$451K +7,705 New
TI
799
tru Independence
Oregon
$450K -$42.3K -723 -9%
NEWAS
800
N.E.W. Advisory Services
Wisconsin
$449K -$4.45K -76 -1%
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