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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 %
AIA
126
Alera Investment Advisors
Illinois
$14.2M 243,075 +118 +0%
BEC
127
Blue Edge Capital
Virginia
$14.2M 242,040 +19,170 +9%
Cerity Partners
128
Cerity Partners
New York
$13.8M 236,543 +64,242 +37%
FWP
129
FAS Wealth Partners
Kansas
$13.5M 231,499 +8,614 +4%
SWP
130
ShoreHaven Wealth Partners
New Jersey
$13.5M 231,009 +8,140 +4%
SQA
131
Simon Quick Advisors
New Jersey
$13.5M 230,540 +219,445 +1,978%
RA
132
Rodgers & Associates
Pennsylvania
$13.3M 228,118 -275 -0.1%
PAIM
133
Punch & Associates Investment Management
Minnesota
$13.3M 227,258 -4,248 -2%
WWM
134
Western Wealth Management
Colorado
$13.2M 225,008 -227,613 -50%
GIA
135
Gladstone Institutional Advisory
Florida
$13.2M 224,979 -27,838 -11%
BZWA
136
Blue Zone Wealth Advisors
California
$13.1M 224,147 -3,517 -2%
JWCA
137
J.W. Cole Advisors
Florida
$13.1M 223,275 -21,285 -9%
CS
138
Comerica Securities
Michigan
$12.9M 220,609 -64,271 -23%
AWM
139
AE Wealth Management
Kansas
$12.6M 215,699 -132 -0.1%
ISWM
140
Independent Solutions Wealth Management
New York
$12.5M 214,279 +11,159 +5%
IFS
141
Ifrah Financial Services
Arkansas
$12.5M 213,280 -2,469 -1%
HW
142
Hancock Whitney
Mississippi
$12.3M 210,854 +49,167 +30%
TW
143
Transform Wealth
Colorado
$12.3M 209,734 -17,187 -8%
AWS
144
Atria Wealth Solutions
New York
$12.2M 209,302 +29,181 +16%
AFC
145
Adaptive Financial Consulting
Ohio
$12M 205,702 +3,226 +2%
GIM
146
Goelzer Investment Management
Indiana
$11.9M 203,720 +5,900 +3%
SAM
147
Silvercrest Asset Management
New York
$11.7M 200,666 – –
BPA
148
Beacon Pointe Advisors
California
$11.7M 199,960 +39,122 +24%
WJA
149
Willis Johnson & Associates
Texas
$11.6M 198,302 -12,272 -6%
APP
150
Avantax Planning Partners
Iowa
$11.6M 197,875 -253,782 -56%
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