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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.08B 52,641,996 +4,966,835 +10%
Morgan Stanley
2
Morgan Stanley
New York
$1.64B 28,024,000 -117,414 -0.4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.02B 17,368,205 +3,679,293 +27%
Bank of America
4
Bank of America
North Carolina
$961M 16,435,388 -964,422 -6%
Wells Fargo
5
Wells Fargo
California
$951M 16,248,089 +655,945 +4%
AWA
6
Arete Wealth Advisors
Illinois
$780M 13,329 +3,934 +42%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$709M 12,121,368 +3,025,396 +33%
UBS Group
8
UBS Group
Switzerland
$526M 8,990,438 +297,081 +3%
Ameriprise
9
Ameriprise
Minnesota
$466M 7,974,513 -289,206 -3%
Stifel Financial
10
Stifel Financial
Missouri
$407M 6,954,429 +40,469 +0.6%
Goldman Sachs
11
Goldman Sachs
New York
$387M 6,609,744 -569,330 -8%
M&T Bank
12
M&T Bank
New York
$344M 5,877,273 +43,855 +0.8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$304M 5,197,761 +31,187 +0.6%
LPL Financial
14
LPL Financial
California
$286M 4,889,701 -51,283 -1%
Mariner
15
Mariner
Kansas
$231M 3,951,058 +55,658 +1%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$207M 3,543,738 +19,553 +0.6%
BlackRock
17
BlackRock
New York
$187M 3,190,302 +57,358 +2%
CIA
18
Choate Investment Advisors
Massachusetts
$180M 3,083,336 +3,033,958 +6,144%
Osaic Holdings
19
Osaic Holdings
Arizona
$179M 3,053,382 +591,979 +24%
RFC
20
Regions Financial Corp
Alabama
$177M 3,023,338 +55,837 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$176M 3,004,555 +323,252 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$161M 2,750,734 +73,074 +3%
HWM
23
HB Wealth Management
Georgia
$159M 2,721,108 +38,183 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$149M 2,547,768 +171,817 +7%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$145M 2,487,170 +253,197 +11%
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