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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 %
Simplex Trading
1276
Simplex Trading
Illinois
– -$738K -12,765 Closed
DA
1277
Doliver Advisors
Texas
– -$737K -12,741 Closed
RWP
1278
RWA Wealth Partners
Massachusetts
– -$639K -11,046 Closed
PWM
1279
Pinnacle Wealth Management
California
– -$532K -9,197 Closed
PIA
1280
Pinion Investment Advisors
Kansas
– -$522K -9,019 Closed
KFA
1281
Kelleher Financial Advisors
New York
– -$520K -9,000 Closed
KWM
1282
Keebeck Wealth Management
Illinois
– -$508K -8,783 Closed
BWA
1283
BlueSky Wealth Advisors
North Carolina
– -$505K -8,733 Closed
TP
1284
Tranquility Partners
Tennessee
– -$457K -7,895 Closed
TSS
1285
Two Sigma Securities
New York
– -$411K -7,099 Closed
TI
1286
Trexquant Investment
Connecticut
– -$393K -6,795 Closed
H
1287
HoyleCohen
California
– -$330K -5,710 Closed
SA
1288
Shilanski & Associates
Alaska
– -$309K -5,348 Closed
BWP
1289
Balboa Wealth Partners
Arizona
– -$297K -5,139 Closed
VCA
1290
Verdence Capital Advisors
Maryland
– -$297K -5,132 Closed
MWA
1291
Martel Wealth Advisors
Washington
– -$295K -5,098 Closed
IDA
1292
Intelligence Driven Advisers
California
– -$303K -5,000 Closed
HPWM
1293
Highland Private Wealth Management
Washington
– -$286K -4,947 Closed
MFG
1294
Menard Financial Group
Texas
– -$285K -4,920 Closed
TL
1295
Tradewinds LLC
North Carolina
– -$283K -4,895 Closed
CAN
1296
Claraphi Advisory Network
United States
– -$265K -4,583 Closed
ASFA
1297
All Season Financial Advisors
Colorado
– -$254K -4,391 Closed
DA
1298
DCM Advisors
New York
– -$252K -4,357 Closed
ECG
1299
Edge Capital Group
Georgia
– -$249K -4,302 Closed
Millennium Management
1300
Millennium Management
New York
– -$227K -3,924 Closed
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