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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 %
CIC
1301
Chilton Investment Company
Connecticut
– -$224K -3,869 Closed
HCM
1302
Howland Capital Management
Massachusetts
– -$210K -3,631 Closed
FSC
1303
Full Sail Capital
Oklahoma
– -$208K -3,601 Closed
QCIG
1304
Quad-Cities Investment Group
Iowa
– -$200K -3,460 Closed
TRIA
1305
Trail Ridge Investment Advisors
Colorado
– -$202K -3,232 Closed
SWM
1306
Selective Wealth Management
Virginia
– -$182K -3,140 Closed
CAAS
1307
Capital Asset Advisory Services
Michigan
– -$104K -1,799 Closed
ANBT
1308
American National Bank & Trust
Texas
– -$102K -1,756 Closed
LDFR
1309
Lehman & Derafelo Financial Resources
Pennsylvania
– -$76K -1,316 Closed
FWA
1310
FSC Wealth Advisors
New York
– -$71K -1,226 Closed
GWSG
1311
GPS Wealth Strategies Group
Colorado
– -$57K -982 Closed
HVIA
1312
Hudson Valley Investment Advisors
New York
– -$278K -775 Closed
RCM
1313
Raleigh Capital Management
North Carolina
– -$44K -761 Closed
MAM
1314
Meeder Asset Management
Ohio
– -$42K -712 Closed
Loomis, Sayles & Company
1315
Loomis, Sayles & Company
Massachusetts
– -$32K -548 Closed
JWBC
1316
John W. Brooker & Co
California
– -$28K -489 Closed
ACM
1317
Absolute Capital Management
Pennsylvania
– -$21.7K -374 Closed
TFP
1318
Tilia Fiduciary Partners
North Carolina
– -$18K -322 Closed
HI
1319
Hudock Inc
Pennsylvania
– -$18K -322 Closed
SIM
1320
Studio Investment Management
Illinois
– -$14.8K -255 Closed
ODG
1321
O'Dell Group
Ohio
– -$14K -244 Closed
M1FG
1322
Mach-1 Financial Group
Arkansas
– -$9K -185 Closed
IAMOG
1323
Investors Asset Management of Georgia
Georgia
– -$8K -132 Closed
TAM
1324
Tucker Asset Management
Colorado
– -$5.5K -91 Closed
HWP
1325
Highline Wealth Partners
California
– -$2.6K -45 Closed
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