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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
226
KFG Wealth Management
Indiana
$8.03M 113,901 -11,730 -9%
PBO
227
Peoples Bank (Ohio)
Ohio
$7.98M 113,208 +3,128 +3%
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$7.94M 112,641 – –
BFM
229
Broadview Financial Management
Wisconsin
$7.92M 112,326 -1,723 -2%
Asset Management One
230
Asset Management One
Japan
$7.72M 109,600 +109,600 New
SQA
231
Simon Quick Advisors
New Jersey
$7.68M 108,907 -15,364 -12%
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
$7.59M 107,629 – –
Natixis Advisors
233
Natixis Advisors
Massachusetts
$7.58M 107,517 +8,325 +8%
KDA
234
Kraft Davis & Associates
Missouri
$7.52M 105,969 +105,969 New
WFA
235
Wellspring Financial Advisors
Ohio
$7.52M 106,673 -3,209 -3%
FFBTD
236
First Financial Bank - Trust Division
Ohio
$7.5M 106,367 -179 -0.2%
MA
237
Mutual Advisors
Nebraska
$7.45M 105,685 -44,230 -30%
AF
238
Advisornet Financial
Minnesota
$7.44M 105,589 +633 +0.6%
BC
239
Barrett & Company
Rhode Island
$7.33M 104,005 -4,174 -4%
GRP
240
Global Retirement Partners
California
$7.3M 103,564 +8,135 +9%
HCM
241
Howard Capital Management
Georgia
$7.28M 103,293 -27 -0%
CF
242
Centaurus Financial
California
$7.22M 102,402 +8,488 +9%
AllianceBernstein
243
AllianceBernstein
Tennessee
$7.13M 101,203 -710 -0.7%
TF
244
TIAA FSB
Florida
$7.1M 100,707 -388 -0.4%
Brown Advisory
245
Brown Advisory
Maryland
$6.98M 99,057 -2,578 -3%
GWM
246
Geneos Wealth Management
Colorado
$6.9M 97,880 +6,322 +7%
SC
247
Savant Capital
Illinois
$6.86M 97,400 +34,031 +54%
WAL
248
W Advisors LLC
Tennessee
$6.82M 96,731 -6,229 -6%
DADC
249
D.A. Davidson & Co
Montana
$6.8M 96,440 -1,030 -1%
SWMP
250
Signature Wealth Management Partners
New Jersey
$6.75M 95,800 +9,551 +11%
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