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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 %
GGS
876
Galvin Gaustad & Stein
Arizona
$317K -$42.3K -730 -12%
PL
877
Parthenon LLC
Kentucky
$317K – – –
MFA
878
Mayflower Financial Advisors
Massachusetts
$317K +$46.6K +805 +17%
DFC
879
DB Fitzpatrick & Co
Idaho
$314K -$36.9K -638 -11%
VWA
880
Visionary Wealth Advisors
Illinois
$312K -$8.7M -150,220 -97%
FI
881
Financial Insights
Washington
$312K +$89.5K +1,549 +40%
PAM
882
Palisade Asset Management
Minnesota
$310K – – –
RIA
883
Realta Investment Advisors
Delaware
$310K +$5.56K +96 +2%
PCMC
884
Private Capital Management (Colorado)
Colorado
$309K -$43.3K -750 -12%
SA
885
Shilanski & Associates
Alaska
$309K +$309K +5,348 New
GP
886
Girard Partners
Pennsylvania
$307K -$9.36K -162 -3%
RBC
887
Roble Belko & Company
Pennsylvania
$306K – – –
Bank of Nova Scotia
888
Bank of Nova Scotia
Ontario, Canada
$305K – – –
WWM
889
WT Wealth Management
Arizona
$305K – – –
EB
890
Eastern Bank
Massachusetts
$303K – – –
IDA
891
Intelligence Driven Advisers
California
$303K +$303K +5,000 New
WCM
892
WealthBridge Capital Management
Ohio
$302K – – –
CAG
893
Curtis Advisory Group
California
$301K – – –
KCM
894
KRS Capital Management
Michigan
$301K – – –
AWA
895
Aaron Wealth Advisors
Illinois
$300K -$11K -191 -4%
GG
896
Gleason Group
Kentucky
$299K +$809 +14 +0.3%
WMS
897
Wealth Management Solutions
Pennsylvania
$298K -$28.5K -491 -9%
PIA
898
Perennial Investment Advisors
California
$298K – – –
AWM
899
Affinity Wealth Management
Delaware
$297K – – –
VCA
900
Verdence Capital Advisors
Maryland
$297K +$297K +5,132 New
34 35
36
37 38