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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 %
PL
901
Plancorp LLC
Missouri
$328K -$3.86K -66 -1%
SB
902
Sunflower Bank
Texas
$328K -$16.8K -286 -5%
CAM
903
Concorde Asset Management
Michigan
$328K +$760 +13 +0.2%
SFC
904
SYM Financial Corp
Indiana
$327K +$203K +3,465 +162%
FPIS
905
Financial Planning & Information Services
Wisconsin
$326K +$1.4K +24 +0.4%
IPW
906
Intergy Private Wealth
Colorado
$325K +$325K +5,552 New
BWM
907
BlackDiamond Wealth Management
New York
$324K – – –
BOPW
908
Brandywine Oak Private Wealth
Pennsylvania
$323K – – –
VC
909
Vicus Capital
Pennsylvania
$322K -$173K -2,960 -35%
TF
910
Tompkins Financial
New York
$322K – – –
PL
911
Parthenon LLC
Kentucky
$321K – – –
GGS
912
Galvin Gaustad & Stein
Arizona
$320K – – –
PFA
913
Pure Financial Advisors
California
$319K +$52.4K +896 +20%
CFG
914
Cooper Financial Group
California
$318K +$109K +1,859 +52%
SAM
915
Summit Asset Management
Tennessee
$318K +$37.7K +645 +13%
KWM
916
Kingsview Wealth Management
Oregon
$317K -$60.7K -1,037 -16%
WA1
917
Wimmer Associates 1
California
$316K – – –
FI
918
Financial Insights
Washington
$316K – – –
PAM
919
Palisade Asset Management
Minnesota
$313K – – –
PWP
920
Principle Wealth Partners
Connecticut
$311K -$13.2K -225 -4%
GP
921
Girard Partners
Pennsylvania
$311K – – –
FCP
922
Fidelis Capital Partners
Florida
$311K +$311K +5,311 New
DIA
923
Dana Investment Advisors
Wisconsin
$311K -$143K -2,444 -32%
AI
924
Accredited Investors
Minnesota
$311K -$131K -2,240 -30%
SFG
925
Sage Financial Group
Pennsylvania
$311K -$175K -3,000 -36%
35 36
37
38 39