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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 %
BWP
901
Balboa Wealth Partners
Arizona
$297K +$297K +5,139 New
VNB
902
Virginia National Bank
Virginia
$296K -$1.3M -22,442 -81%
W
903
Wealthquest
Ohio
$296K – – –
GCA
904
Gradient Capital Advisors
California
$296K – – –
SWA
905
Sax Wealth Advisors
New Jersey
$296K +$58 +1 +0%
MWA
906
Martel Wealth Advisors
Washington
$295K -$13.9K -241 -5%
AAP
907
Arax Advisory Partners
Colorado
$293K -$26.2M -452,674 -99%
MWM
908
Mascoma Wealth Management
New Hampshire
$291K +$153K +2,645 +111%
PPP
909
Private Portfolio Partners
New Jersey
$290K – – –
ACM
910
Alpha Capital Management
Texas
$289K – – –
HPWM
911
Highland Private Wealth Management
Washington
$286K +$8.44K +146 +3%
WIC
912
Woodmont Investment Counsel
Tennessee
$286K +$26K +450 +10%
SC
913
Shearwater Capital
Colorado
$285K – – –
MFG
914
Menard Financial Group
Texas
$285K +$285K +4,920 New
WAM
915
WNY Asset Management
New York
$283K -$16.2K -280 -5%
TL
916
Tradewinds LLC
North Carolina
$283K – – –
CWM
917
Chesapeake Wealth Management
Virginia
$281K -$578 -10 -0.2%
LGWM
918
Litman Gregory Wealth Management
California
$281K – – –
PMFA
919
Plante Moran Financial Advisors
Michigan
$281K +$131K +2,274 +88%
AWA
920
Amplius Wealth Advisors
Pennsylvania
$279K +$751 +13 +0.3%
HVIA
921
Hudson Valley Investment Advisors
New York
$278K -$1.06M -2,961 -79%
HGWM
922
Horst & Graben Wealth Management
Oregon
$278K +$174 +3 +0.1%
LB
923
Legacy Bridge
Iowa
$277K – – –
SAM
924
Summit Asset Management
Tennessee
$277K +$3.07K +53 +1%
SSW
925
Stone Summit Wealth
Florida
$276K -$7.05K -122 -2%
35 36
37
38 39