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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 %
WLIM
1076
White Lighthouse Investment Management
Massachusetts
$202K +$202K +3,449 New
PFA
1077
Petra Financial Advisors
Colorado
$201K +$201K +3,436 New
LS
1078
Leelyn Smith
Illinois
$197K +$191K +3,262 +3,077%
AAG
1079
Armstrong Advisory Group
Massachusetts
$196K +$196K +3,352 New
ZIG
1080
Zullo Investment Group
Pennsylvania
$195K +$351 +6 +0.2%
PA
1081
PSI Advisors
Florida
$195K -$821K -14,034 -81%
DWP
1082
Destiny Wealth Partners
Florida
$194K -$6.88M -117,528 -97%
CTA
1083
Colonial Trust Advisors
South Carolina
$193K +$59 +1 +0%
RBC
1084
Roble Belko & Company
Pennsylvania
$187K -$123K -2,100 -40%
GGI
1085
Godsey & Gibb Inc
Virginia
$187K +$25.4K +435 +16%
CSWM
1086
Cassady Schiller Wealth Management
Ohio
$186K -$244K -4,174 -57%
CHC
1087
City Holding Co
West Virginia
$183K +$18.8K +321 +11%
KM
1088
Kalos Management
Georgia
$181K +$181K +3,100 New
SG Americas Securities
1089
SG Americas Securities
New York
$181K – – –
PAI
1090
Pittenger & Anderson Inc
Nebraska
$181K – – –
TIM
1091
Tortoise Investment Management
New York
$179K – – –
HIA
1092
Harbor Investment Advisory
Maryland
$177K – – –
EE
1093
EWG Elevate
California
$175K +$175K +2,990 New
QC
1094
Quent Capital
New York
$172K +$59 +1 +0%
Qube Research & Technologies (QRT)
1095
Qube Research & Technologies (QRT)
United Kingdom
$172K -$2.76M -47,199 -94%
GAG
1096
Goodman Advisory Group
Massachusetts
$171K -$50K -854 -23%
AA
1097
Ancora Advisors
Ohio
$171K +$16.2K +277 +10%
KC
1098
Kenfarb & Co
Kentucky
$164K -$7.02K -120 -4%
KOMWMG
1099
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$163K -$49.2K -843 -23%
BWM
1100
Baystate Wealth Management
Massachusetts
$163K +$586 +10 +0.4%
42 43
44
45 46