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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 %
CAM
1051
Covenant Asset Management
New Jersey
$213K – – –
EIG
1052
Ellenbecker Investment Group
Wisconsin
$213K -$6.73K -115 -3%
C
1053
CEDRUS
Colorado
$213K – – –
ATWA
1054
Arbor Trust Wealth Advisors
Michigan
$212K +$936 +16 +0.4%
AWP
1055
Accretive Wealth Partners
New Jersey
$212K +$212K +3,624 New
MFT
1056
Moisand Fitzgerald Tamayo
Florida
$212K -$12.9K -220 -6%
MWM
1057
Madison Wealth Management
Ohio
$212K -$16.9K -289 -7%
AFP
1058
Ausdal Financial Partners
Iowa
$211K +$211K +3,603 New
NIC
1059
Northwest Investment Counselors
Oregon
$210K +$210K +3,588 New
RCG
1060
Regatta Capital Group
California
$210K -$120K -2,057 -36%
T
1061
TRUADVICE
Florida
$209K +$209K +3,481 New
BAM
1062
BOS Asset Management
Illinois
$209K +$209K +3,576 New
FCH
1063
Freestone Capital Holdings
Washington
$209K -$491K -8,388 -70%
SF
1064
Summit Financial
New Jersey
$208K +$208K +3,551 New
FIA
1065
Foundations Investment Advisors
Arizona
$207K -$7.78K -133 -4%
BBNA
1066
Bremer Bank National Association
Minnesota
$207K +$207K +3,536 New
TCWM
1067
Total Clarity Wealth Management
Illinois
$206K +$1.64K +28 +0.8%
HCMT
1068
Highland Capital Management (Tennessee)
Tennessee
$206K – – –
MC
1069
Moors & Cabot
Massachusetts
$206K -$33.3K -570 -14%
MOS
1070
MGO One Seven
Ohio
$205K +$2.17K +37 +1%
SI
1071
Saxon Interests
Texas
$204K -$117 -2 -0.1%
SAM
1072
Stone Asset Management
Texas
$204K +$204K +3,492 New
NAS
1073
Nicolet Advisory Services
Wisconsin
$202K +$202K +3,389 New
OC
1074
Oarsman Capital
Wisconsin
$202K -$8.37K -143 -4%
RMAM
1075
Raab & Moskowitz Asset Management
New Jersey
$202K +$202K +3,449 New
41 42
43
44 45