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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.

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
Bank of America
1
Bank of America
North Carolina
$961M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$53.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$387M
4
SVCP
4
Silicon Valley Capital Partners
California
$19.3M
5
WIA
5
World Investment Advisors
California
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$19.7M 337,537 +73,865 +28%
AAS
102
Avantax Advisory Services
Texas
$19.7M 337,132 +31,747 +10%
SPC
103
Sigma Planning Corp
Michigan
$19.4M 332,370 -2,787 -0.8%
SVCP
104
Silicon Valley Capital Partners
California
$19.3M 329,301 -387,970 -54%
FMC
105
First Merchants Corp
Indiana
$18.8M 321,223 -39,752 -11%
CAN
106
Cetera Advisor Networks
California
$17.7M 303,163 +58,649 +24%
V
107
Veritable
Delaware
$17.6M 301,088 +8,581 +3%
CFA
108
Cahill Financial Advisors
Minnesota
$17.1M 291,956 -10,134 -3%
GIA
109
GHP Investment Advisors
Colorado
$17M 290,817 -4,988 -2%
PSCM
110
Per Stirling Capital Management
Texas
$16.8M 287,992 +287,992 New
Kovitz Investment Group Partners
111
Kovitz Investment Group Partners
Illinois
$16.3M 279,151 +30,269 +12%
DSA
112
Droms Strauss Advisors
Missouri
$16.2M 276,728 +4,425 +2%
PSP
113
Principal Street Partners
Tennessee
$16M 274,192 +624 +0.2%
SEI Investments
114
SEI Investments
Pennsylvania
$15.9M 272,602 -14,048 -5%
HF
115
Halpern Financial
Virginia
$15.5M 265,299 -6,057 -2%
KL
116
KWMG LLC
Kansas
$15.3M 262,297 +1,862 +0.7%
PIA
117
Powell Investment Advisors
Florida
$15.3M 261,965 -11,055 -4%
SIA
118
Soltis Investment Advisors
Utah
$15M 255,950 +202,672 +380%
AWM
119
Avitas Wealth Management
California
$15M 255,593 +37,809 +17%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$14.7M 251,246 -3,390 -1%
CL
121
Choreo LLC
Illinois
$14.6M 250,422 -6,496 -3%
UB
122
UMB Bank
Missouri
$14.4M 246,447 -5,369 -2%
SFI
123
SPC Financial Inc
Maryland
$14.4M 245,933 -1,164 -0.5%
PR
124
Payden & Rygel
California
$14.3M 243,730 -1,063 -0.4%
FAIM
125
Financial Advocates Investment Management
Washington
$14.2M 243,097 +78,239 +47%
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5
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