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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 %
ZF
1001
Zhang Financial
Michigan
$247K – – –
Chevy Chase Trust
1002
Chevy Chase Trust
Maryland
$244K – – –
EP
1003
Edgestream Partners
New Jersey
$244K +$244K +4,165 New
RW
1004
RVW Wealth
California
$243K +$243K +4,148 New
NL
1005
Navalign LLC
California
$242K +$30.1K +515 +14%
JWM
1006
JFG Wealth Management
Colorado
$242K – – –
KIA
1007
KCM Investment Advisors
California
$242K -$1.17K -20 -0.5%
AFAS
1008
Acorn Financial Advisory Services
Virginia
$241K +$241K +4,123 New
CCA
1009
Clearwater Capital Advisors
Illinois
$239K +$9.24K +158 +4%
GPA
1010
Garrison Point Advisors
California
$238K – – –
ML
1011
McAdam LLC
Pennsylvania
$237K +$237K +2,832 New
RWM
1012
Ritholtz Wealth Management
New York
$237K -$355K -6,060 -60%
ACM
1013
Allred Capital Management
Texas
$235K -$13.9K -237 -6%
MFG
1014
MidWestOne Financial Group
Iowa
$235K -$33.1K -566 -12%
MP
1015
McDonald Partners
Ohio
$234K – – –
HAS
1016
Holland Advisory Services
Florida
$234K +$526 +9 +0.2%
HNWAG
1017
High Net Worth Advisory Group
Florida
$234K -$3.45K -59 -1%
WHG
1018
Westwood Holdings Group
Texas
$234K – – –
JCM
1019
Jag Capital Management
Missouri
$234K -$5.97K -102 -2%
WA
1020
Wealth Alliance
New York
$233K -$13.3K -227 -5%
GJIC
1021
Gamble Jones Investment Counsel
California
$232K – – –
FDS
1022
Freedom Day Solutions
Texas
$230K -$10.4K -177 -4%
SIS
1023
Strategic Investment Solutions
Illinois
$227K +$227K +3,584 New
CWA
1024
Cornerstone Wealth Advisors
Minnesota
$225K – – –
BAMG
1025
Brand Asset Management Group
Missouri
$225K -$48.4K -828 -18%
39 40
41
42 43