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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 %
DT
826
Diversified Trust
Tennessee
$420K -$14.4K -246 -3%
RF
827
Resolute Financial
Massachusetts
$419K -$2.46K -42 -0.6%
TC
828
TownSquare Capital
Utah
$419K +$163K +2,783 +64%
TC
829
TAP Consulting
Missouri
$418K +$2.11K +36 +0.5%
IRAG
830
Investment Research & Advisory Group
Georgia
$417K – – –
Betterment LLC
831
Betterment LLC
New York
$417K +$102K +1,744 +32%
MWP
832
Madison Wealth Partners
Wisconsin
$414K +$175 +3 +0%
SFO
833
Stokes Family Office
Louisiana
$413K -$121K -2,069 -23%
JFGIW
834
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$411K – – –
QCM
835
Quantinno Capital Management
New York
$410K -$27.9K -477 -6%
HCM
836
Harvey Capital Management
Florida
$410K – – –
NDSI
837
Newman Dignan & Sheerar Inc
Rhode Island
$409K -$9.54K -163 -2%
VWA
838
V Wealth Advisors
Kansas
$409K -$917K -15,675 -69%
EWA
839
ERTS Wealth Advisors
Michigan
$409K -$798K -13,634 -66%
PNC
840
Park National Corp
Ohio
$407K +$407K +6,955 New
PA
841
PFG Advisors
Arizona
$406K -$42.5K -727 -9%
CTA
842
Chesley Taft & Associates
Illinois
$403K – – –
NWMG
843
National Wealth Management Group
Ohio
$403K -$15K -257 -4%
CFA
844
CWS Financial Advisors
Michigan
$402K +$12.1K +185 +3%
CGA
845
Crescent Grove Advisors
Illinois
$402K -$4.91K -84 -1%
VAM
846
Verity Asset Management
North Carolina
$402K +$402K +6,867 New
JGIA
847
Jackson Grant Investment Advisers
Connecticut
$401K +$878 +15 +0.2%
MC
848
Middleton & Co
Massachusetts
$401K -$877 -15 -0.2%
ACA
849
Affinity Capital Advisors
California
$400K – – –
WG
850
Welch Group
Alabama
$400K +$6.55K +112 +2%
32 33
34
35 36