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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 %
CWP
1151
Concord Wealth Partners
Virginia
$74.5K +$74.5K +1,274 New
SC
1152
Sawyer & Company
Massachusetts
$72K -$54K -926 -43%
AP
1153
Atwood & Palmer
Missouri
$70.2K – – –
AWM
1154
Accel Wealth Management
Iowa
$70.1K – – –
MPCL
1155
My Personal CFO LLC
Washington
$68.9K +$68.9K +1 New
BA
1156
Ballast Advisors
Minnesota
$67.8K -$4.39K -75 -6%
FCMT
1157
Founders Capital Management (Texas)
Texas
$67K – – –
MHR
1158
Matthew Hamilton Rosenberg
$66.9K -$31.1K -532 -32%
TAM
1159
Townsend Asset Management
North Carolina
$65.6K +$59 +1 +0.1%
LFA
1160
Level Financial Advisors
New York
$63K – – –
MIA
1161
Milestone Investment Advisors
Wisconsin
$62.9K +$62.9K +1,076 New
RA
1162
Rise Advisors
New York
$62.4K +$175 +3 +0.3%
SSC
1163
Syverson Strege & Co
Iowa
$59.7K – – –
MSCM
1164
McElhenny Sheffield Capital Management
Texas
$59.7K +$59.7K +1,020 New
VCM
1165
Vigilant Capital Management
Maine
$59K -$16.5K -280 -22%
TA
1166
Tectonic Advisors
Texas
$58.9K – – –
MAWA
1167
Moss Adams Wealth Advisors
Washington
$58.5K +$58.5K +1,000 New
HS
1168
Horan Securities
United States
$57.6K +$54.8K +936 +1,910%
EWM
1169
Endurance Wealth Management
Rhode Island
$56K – – –
CBT
1170
CoreFirst Bank & Trust
Kansas
$55.9K – – –
CWA
1171
Carolina Wealth Advisors
South Carolina
$55K – – –
M
1172
MOTCO
Texas
$53.8K – – –
FFA
1173
Farther Finance Advisors
California
$51.9K +$51.9K +887 New
AWM
1174
Abound Wealth Management
Tennessee
$51K +$59 +1 +0.1%
BAAM
1175
Baker Avenue Asset Management
California
$50.5K -$2.13M -36,353 -98%
45 46
47
48 49