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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 %
TSS
801
Two Sigma Securities
New York
$411K +$37.2K +642 +10%
WQ
802
Wealth Quarterback
New Jersey
$409K -$22.7K -393 -5%
RFN
803
Redwood Financial Network
Ohio
$409K +$347 +6 +0.1%
MWP
804
Madison Wealth Partners
Wisconsin
$409K +$5.61K +97 +1%
HCM
805
Harvey Capital Management
Florida
$404K – – –
DWM
806
Darwin Wealth Management
Florida
$403K +$59 +1 +0%
CGA
807
Crescent Grove Advisors
Illinois
$402K +$54.2K +938 +16%
LSA
808
L & S Advisors
California
$401K +$401K +6,932 New
CTA
809
Chesley Taft & Associates
Illinois
$399K – – –
MC
810
Middleton & Co
Massachusetts
$398K -$10.8K -186 -3%
PIFP
811
Partners in Financial Planning
Virginia
$396K -$4.87K -79 -1%
JGIA
812
Jackson Grant Investment Advisers
Connecticut
$396K +$1.04K +18 +0.3%
ACA
813
Affinity Capital Advisors
California
$395K – – –
TPW
814
TL Private Wealth
Texas
$394K +$1.44K +25 +0.4%
CA
815
Continuum Advisory
Idaho
$393K +$14.8K +255 +4%
CS
816
Credit Suisse
Switzerland
$393K +$393K +6,788 New
TI
817
Trexquant Investment
Connecticut
$393K +$393K +6,795 New
BO
818
BRR OpCo
Ohio
$391K – – –
WG
819
Welch Group
Alabama
$389K +$2.26K +39 +0.6%
RRWA
820
Rainey & Randall Wealth Advisors
Florida
$389K +$43.4K +750 +13%
LWANC
821
Laurel Wealth Advisors (North Carolina)
North Carolina
$387K +$14.5K +250 +4%
AWS
822
AJ Wealth Strategies
New York
$383K – – –
GSWM
823
Greenup Street Wealth Management
Michigan
$383K +$383K +6,624 New
CCA
824
Column Capital Advisors
Indiana
$380K – – –
TCA
825
Transcend Capital Advisors
New Jersey
$376K -$3.59K -62 -0.9%
31 32
33
34 35