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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
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
HNB
1
Huntington National Bank
Ohio
$132M
2
Bank of America
2
Bank of America
North Carolina
$961M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$53.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$387M
5
SVCP
5
Silicon Valley Capital Partners
California
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
201
Wealthspire Advisors (New York)
New York
$7.08M -$1.17M -19,988 -14%
EWM
202
EPG Wealth Management
Georgia
$7.05M -$415K -7,091 -6%
ATC
203
Argent Trust Co
Tennessee
$7.02M -$13.5K -231 -0.2%
PS
204
Planned Solutions
California
$6.94M +$305K +5,216 +5%
GVAG
205
Great Valley Advisor Group
Delaware
$6.94M -$91.9K -1,570 -1%
RWM
206
RKL Wealth Management
Pennsylvania
$6.92M -$22.5K -384 -0.3%
PFG
207
Pacific Financial Group
Washington
$6.82M +$137K +2,335 +2%
SWP
208
Stratos Wealth Partners
Ohio
$6.78M -$125K -2,139 -2%
BFM
209
Broadview Financial Management
Wisconsin
$6.74M +$97.5K +1,666 +1%
LFAS
210
Level Four Advisory Services
Texas
$6.74M -$183K -3,124 -3%
WAL
211
W Advisors LLC
Tennessee
$6.62M -$10.9K -187 -0.2%
KOC
212
Koss-Olinger Consulting
Florida
$6.59M +$982K +16,789 +18%
IC
213
IEQ Capital
California
$6.52M +$351K +5,992 +6%
WFA
214
Wellspring Financial Advisors
Ohio
$6.51M -$119K -2,035 -2%
FAM
215
Frontier Asset Management
Wyoming
$6.5M +$6.29M +107,483 +2,915%
EWA
216
EP Wealth Advisors
California
$6.5M -$244K -4,163 -4%
FFBTD
217
First Financial Bank - Trust Division
Ohio
$6.46M -$1.92M -32,791 -23%
AllianceBernstein
218
AllianceBernstein
Tennessee
$6.38M +$1.75M +29,909 +38%
AI
219
Atria Investments
North Carolina
$6.37M -$710K -12,132 -10%
DADC
220
D.A. Davidson & Co
Montana
$6.35M +$845K +14,440 +15%
TNBTD
221
Trustmark National Bank Trust Department
Mississippi
$6.3M – – –
OIA
222
OneDigital Investment Advisors
Kansas
$6.27M -$215K -3,672 -3%
BC
223
Barrett & Company
Rhode Island
$6.27M – – –
BFG
224
Bleakley Financial Group
New Jersey
$6.12M +$6.12M +104,685 New
AF
225
Advisornet Financial
Minnesota
$6.06M +$318K +5,435 +6%
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