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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
$3.08B
2
AWA
Arete Wealth Advisors
Illinois
$780M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$1.02B
4
CIA
Choate Investment Advisors
Massachusetts
$180M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$709M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$132M
2
Bank of America
Bank of America
North Carolina
$961M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$53.4M
4
Goldman Sachs
Goldman Sachs
New York
$387M
5
SVCP
Silicon Valley Capital Partners
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
951
Shearwater Capital
Colorado
$288K – – –
WMS
952
Wealth Management Solutions
Pennsylvania
$287K -$13.9K -237 -5%
WCM
953
WealthBridge Capital Management
Ohio
$287K -$6.14K -105 -2%
WAM
954
WNY Asset Management
New York
$287K – – –
Amundi
955
Amundi
France
$286K +$280K +4,791 +5,208%
AWA
956
Amplius Wealth Advisors
Pennsylvania
$283K +$643 +11 +0.2%
HGWM
957
Horst & Graben Wealth Management
Oregon
$281K +$234 +4 +0.1%
FSWA
958
Financial Synergies Wealth Advisors
Texas
$281K +$68.9K +1,178 +33%
LB
959
Legacy Bridge
Iowa
$280K – – –
CWM
960
Chesapeake Wealth Management
Virginia
$278K -$6.73K -115 -2%
FB
961
Fulton Bank
Pennsylvania
$277K – – –
WCM
962
Wealthcare Capital Management
Virginia
$276K – – –
RMDI
963
R.M. Davis Inc
Maine
$276K +$42K +717 +18%
GAG
964
GM Advisory Group
New York
$273K – – –
TC
965
Truvestments Capital
Florida
$273K -$293 -5 -0.1%
NMG
966
New Millennium Group
Utah
$272K – – –
TWA
967
Tandem Wealth Advisors
Arizona
$272K +$272K +4,649 New
SC
968
Schoolcraft Capital
Colorado
$271K – – –
CPSAC
969
Chas P. Smith & Associates (CPS)
Florida
$271K -$2.34K -40 -0.9%
ST
970
Sentinel Trust
Texas
$270K – – –
NOI
971
Newton One Investments
Delaware
$270K +$270K +4,612 New
WLPWM
972
Walled Lake Planning & Wealth Management
Illinois
$268K +$468 +8 +0.2%
BCP
973
Blue Chip Partners
Michigan
$268K -$107K -1,837 -29%
GEA
974
Glen Eagle Advisors
New Jersey
$267K +$3.69K +63 +1%
LWM
975
LJI Wealth Management
Indiana
$267K +$267K +4,565 New
37 38
39
40 41