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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M

Top Buyers

1
SAF
1
Smith Anglin Financial
Texas
$35M
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$129M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$526M
4
Lido Advisors
4
Lido Advisors
California
$80.2M
5
Stifel Financial
5
Stifel Financial
Missouri
$400M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.76B
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
HW
4
Hedeker Wealth
Illinois
$3.79M
5
AAP
5
Arax Advisory Partners
Colorado
$293K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
126
Punch & Associates Investment Management
Minnesota
$13.4M 231,506 -1,685 -0.7%
RA
127
Rodgers & Associates
Pennsylvania
$13.2M 228,393 -3,681 -2%
NA
128
NewEdge Advisors
Louisiana
$13.2M 227,780 +81,679 +56%
BZWA
129
Blue Zone Wealth Advisors
California
$13.2M 227,664 -22,917 -9%
TW
130
Transform Wealth
Colorado
$13.1M 226,921 -13,642 -6%
FWP
131
FAS Wealth Partners
Kansas
$12.9M 222,885 -8,127 -4%
BEC
132
Blue Edge Capital
Virginia
$12.9M 222,870 +3,985 +2%
SWP
133
ShoreHaven Wealth Partners
New Jersey
$12.9M 222,869 +6,351 +3%
GW
134
GW & Wade
Massachusetts
$12.8M 221,416 +41,356 +23%
Two Sigma Advisers
135
Two Sigma Advisers
New York
$12.8M 220,900 -117,600 -35%
AWM
136
Avitas Wealth Management
California
$12.6M 217,784 +217,784 New
AWM
137
AE Wealth Management
Kansas
$12.5M 215,831 -1,536 -0.7%
IFS
138
Ifrah Financial Services
Arkansas
$12.5M 215,749 -4,789 -2%
CFG
139
Citizens Financial Group
Rhode Island
$12.3M 211,983 +8,907 +4%
WJA
140
Willis Johnson & Associates
Texas
$12.2M 210,574 -19,632 -9%
TCM
141
Traynor Capital Management
Pennsylvania
$11.9M 206,145 -2,619 -1%
ISWM
142
Independent Solutions Wealth Management
New York
$11.8M 203,120 -4,565 -2%
AFC
143
Adaptive Financial Consulting
Ohio
$11.7M 202,476 +5,067 +3%
SAM
144
Silvercrest Asset Management
New York
$11.6M 200,666 -885 -0.4%
GIM
145
Goelzer Investment Management
Indiana
$11.4M 197,820 +8,161 +4%
GPA
146
Guidance Point Advisors
Massachusetts
$11.4M 196,675 +1,892 +1%
AWM
147
Avior Wealth Management
Nebraska
$11.3M 196,019 -1,916 -1%
BFPW
148
BOK Financial Private Wealth
Colorado
$11.2M 193,890 +4,764 +3%
Squarepoint
149
Squarepoint
New York
$11.1M 191,619 +72,487 +61%
ECM
150
Evergreen Capital Management
Washington
$11M 190,884 -2,520 -1%
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