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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 %
PFC
1251
Phocas Financial Corp
California
$1.17K +$1.17K +20 New
IHWM
1252
Iron Horse Wealth Management
Iowa
$1K +$1K +8 New
CS
1253
Credit Suisse
Switzerland
$995 -$396K -6,771 -100%
OLVIG
1254
Oliver Lagore Vanvalin Investment Group
Michigan
$936 – – –
AWA
1255
Artemis Wealth Advisors
New York
$885 – – –
MRCM
1256
M&R Capital Management
New Jersey
$877 +$877 +15 New
SIS
1257
Sound Income Strategies
Florida
$468 – – –
WIM
1258
Westside Investment Management
California
$28 +$28 +480 New
MA
1259
MUFG Americas
New York
– -$15.9M -273,975 Closed
Squarepoint
1260
Squarepoint
New York
– -$11.1M -191,619 Closed
B
1261
Barings
North Carolina
– -$8.63M -149,227 Closed
PWAG
1262
Polaris Wealth Advisory Group
California
– -$6.51M -112,569 Closed
Jane Street
1263
Jane Street
New York
– -$4.48M -77,446 Closed
HW
1264
Hedeker Wealth
Illinois
– -$3.79M -65,592 Closed
TA
1265
Townsend & Associates
Colorado
– -$3.51M -59,943 Closed
Wolverine Trading
1266
Wolverine Trading
Illinois
– -$3.18M -54,099 Closed
HJMC
1267
Hellman Jordan Management Company
Massachusetts
– -$2.81M -48,541 Closed
HGERS
1268
Householder Group Estate & Retirement Specialist
Arizona
– -$1.93M -33,283 Closed
ACK
1269
Andrew C. Karlinski
– -$1.61M -27,820 Closed
PIM
1270
Parker Investment Management
California
– -$1.39M -24,020 Closed
OWA
1271
Outlook Wealth Advisors
Texas
– -$1.32M -22,870 Closed
Renaissance Technologies
1272
Renaissance Technologies
New York
– -$1.04M -17,900 Closed
GWA
1273
GGM Wealth Advisors
Maryland
– -$1.07M -17,318 Closed
Asset Management One
1274
Asset Management One
Japan
– -$838K -14,500 Closed
CCMD
1275
Cypress Capital Management (Delaware)
Delaware
– -$829K -14,324 Closed
49 50
51
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