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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 %
RMCM
801
Reynders McVeigh Capital Management
Massachusetts
$449K -$43.9K -750 -9%
FCFS
802
First Command Financial Services
Texas
$447K – – –
FCB
803
First Command Bank
Texas
$447K – – –
LSA
804
L & S Advisors
California
$443K +$37.8K +647 +9%
CFD
805
Creative Financial Designs
Indiana
$441K -$51.5K -881 -10%
BFA
806
Beaumont Financial Advisors
Massachusetts
$440K -$181K -3,100 -29%
HWA
807
HHM Wealth Advisors
Tennessee
$440K -$97.5K -1,666 -18%
FNC
808
First National Corp
Massachusetts
$439K -$10.5K -179 -2%
VPP
809
Vertex Planning Partners
Illinois
$438K +$438K +7,493 New
CWM
810
Centurion Wealth Management
Virginia
$438K +$438K +7,487 New
AIP
811
Almanack Investment Partners
Pennsylvania
$437K -$435K -7,428 -50%
VHAM
812
Van Hulzen Asset Management
California
$436K -$38.2K -654 -8%
NB
813
NBT Bank
New York
$433K +$433K +7,400 New
SIC
814
Salem Investment Counselors
North Carolina
$433K – – –
SEM
815
Strategic Equity Management
Arizona
$431K +$431K +7,376 New
VP
816
Verum Partners
North Carolina
$431K +$431K +7,371 New
LWANC
817
Laurel Wealth Advisors (North Carolina)
North Carolina
$431K +$39.2K +670 +10%
HCM
818
Hollencrest Capital Management
California
$429K – – –
PFM
819
Phillips Financial Management
Indiana
$428K -$86.6K -1,480 -17%
JAG
820
Journey Advisory Group
Kentucky
$428K -$198K -3,378 -32%
SB
821
Simmons Bank
Arkansas
$427K +$427K +7,300 New
GWM
822
GDS Wealth Management
Texas
$427K -$7.78K -133 -2%
MM
823
Meridian Management
Arkansas
$425K – – –
MMPW
824
Mitchell McLeod Pugh & Williams
Alabama
$424K -$3.51K -60 -0.8%
BWM
825
BerganKDV Wealth Management
Minnesota
$422K +$78.8K +1,347 +23%
31 32
33
34 35