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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.

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
1
JPMorgan Chase & Co
New York
$3.08B
2
AWA
2
Arete Wealth Advisors
Illinois
$780M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.02B
4
CIA
4
Choate Investment Advisors
Massachusetts
$180M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$709M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$961M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$53.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$387M
4
SVCP
4
Silicon Valley Capital Partners
California
$19.3M
5
WIA
5
World Investment Advisors
California
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
76
BOK Financial
Oklahoma
$26.4M 451,209 +10,372 +2%
KAS
77
Kestra Advisory Services
Texas
$26.3M 449,962 +144,026 +47%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$25.9M 442,894 -76,132 -15%
PFM
79
Parsec Financial Management
North Carolina
$25.7M 439,387 +24,900 +6%
Comerica Bank
80
Comerica Bank
Texas
$24.8M 411,928 +95,076 +30%
ANB
81
Amarillo National Bank
Texas
$24.2M 413,450 -12,478 -3%
BB
82
Busey Bank
Illinois
$23.6M 403,043 -129 -0%
GW
83
GW & Wade
Massachusetts
$23.2M 397,401 +175,985 +79%
SC
84
Saiph Capital
New Jersey
$23.1M 394,319 -39,224 -9%
TPCW
85
TD Private Client Wealth
New York
$23.1M 394,268 -104,191 -21%
EWMCB
86
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$22.8M 390,076 +13,381 +4%
MML Investors Services
87
MML Investors Services
Massachusetts
$22.3M 381,100 -16,088 -4%
Citigroup
88
Citigroup
New York
$22.2M 379,873 +2,568 +0.7%
FLA
89
Financial Life Advisors
Texas
$21.6M 368,647 +121,064 +49%
CAI
90
Capital Advisors Inc
Oklahoma
$21.4M 366,045 -11,556 -3%
FMWA
91
Forvis Mazars Wealth Advisors
Missouri
$21.3M 363,372 +14,480 +4%
EWA
92
Encompass Wealth Advisors
Oregon
$21.2M 362,023 -7,546 -2%
LWP
93
LMG Wealth Partners
Louisiana
$21.1M 351,131 +351,131 New
FWMM
94
Foundation Wealth Management (Missouri)
Missouri
$20.9M 357,489 +357,489 New
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$20.3M 346,242 +29,889 +9%
PRWA
96
Platte River Wealth Advisors
Colorado
$20.1M 344,257 +32,740 +11%
SWPG
97
Strategic Wealth Partners Group
Illinois
$20.1M 343,704 +15,213 +5%
CG
98
Colony Group
Massachusetts
$20M 341,889 +13,024 +4%
MCM
99
MV Capital Management
Maryland
$20M 341,795 +21,512 +7%
SIC
100
Sterling Investment Counsel
New York
$19.8M 338,206 -2,245 -0.7%
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