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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
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
HNB
1
Huntington National Bank
Ohio
$132M
2
Bank of America
2
Bank of America
North Carolina
$961M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$53.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$387M
5
SVCP
5
Silicon Valley Capital Partners
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1026
Shelton Wealth Management
Texas
$224K +$117 +2 +0.1%
APW
1027
Atlantic Private Wealth
North Carolina
$224K -$142K -2,428 -39%
CFC
1028
Coyle Financial Counsel
Illinois
$224K – – –
SMA
1029
Sage Mountain Advisors
Georgia
$224K +$5.38K +92 +2%
PGA
1030
Portland Global Advisors
Maine
$224K -$5.14K -88 -2%
AWM
1031
Affinity Wealth Management
Delaware
$224K -$76.3K -1,304 -25%
KWS
1032
Keystone Wealth Services
California
$223K +$2.28K +39 +1%
WTC
1033
WhitTier Trust Company
Nevada
$223K – – –
AL
1034
Aspiriant LLC
California
$222K +$222K +3,797 New
SSW
1035
Smith Shellnut Wilson
Mississippi
$222K +$222K +3,796 New
SC
1036
Sierra Capital
Florida
$222K – – –
BFA
1037
BMS Financial Advisors
South Dakota
$221K +$221K +2,642 New
CFAM
1038
Center For Asset Management
Florida
$221K -$4.86K -83 -2%
PA
1039
Pinnacle Associates
New York
$220K -$34.6K -592 -14%
OHIS
1040
Oak Harvest Investment Services
Texas
$220K +$351 +6 +0.2%
MMG
1041
Monetary Management Group
Missouri
$219K – – –
AWM
1042
Accurate Wealth Management
Florida
$219K +$25.9K +440 +13%
SGK
1043
Steigerwald Gordon & Koch
Virginia
$215K – – –
SC
1044
Steph & Co
Wisconsin
$215K – – –
VAS
1045
Vestmark Advisory Solutions
Massachusetts
$215K -$5.44K -93 -2%
EWA
1046
EverSource Wealth Advisors
Alabama
$215K +$215K +3,675 New
TA
1047
TruWealth Advisors
Louisiana
$215K – – –
FWI
1048
Facet Wealth Inc
Maryland
$215K -$16K -257 -7%
DSCM
1049
Del-Sette Capital Management
New York
$215K -$16.4K -280 -7%
FFA
1050
Fragasso Financial Advisors
Pennsylvania
$214K +$3.04K +52 +1%
40 41
42
43 44