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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
2
BFG
Barber Financial Group
Kansas
+$56.3M
3
US Bancorp
US Bancorp
Minnesota
+$50.1M
4
CWM
Calamos Wealth Management
Illinois
+$49M
5
IA
IFP Advisors
Florida
+$41.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$384M
2
CIA
Choate Investment Advisors
Massachusetts
-$195M
3
HNB
Huntington National Bank
Ohio
-$132M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$72M
5
APWM
Atlas Private Wealth Management
New York
-$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
276
Vestor Capital
Illinois
$4.65M +$263K +4,123 +6%
LBC
277
Lowe Brockenbrough & Co
Virginia
$4.64M -$13.7K -215 -0.3%
CA
278
Clearstead Advisors
Ohio
$4.57M -$325K -5,094 -7%
GFP
279
Gryphon Financial Partners
Ohio
$4.48M -$5.56K -87 -0.1%
HGWM
280
Harvest Group Wealth Management
Massachusetts
$4.46M +$48.3K +756 +1%
CWM
281
Cranbrook Wealth Management
Michigan
$4.46M +$95.6K +1,496 +2%
FFN
282
Focus Financial Network
Minnesota
$4.43M -$19.9K -311 -0.4%
HT
283
Heritage Trust
Oklahoma
$4.42M +$2.68K +42 +0.1%
WP
284
Wealthspan Partners
Iowa
$4.4M -$396K -6,197 -8%
GT
285
Glenmede Trust
Pennsylvania
$4.4M -$139K -2,174 -3%
TFA
286
Tobias Financial Advisors
Florida
$4.33M -$414K -6,485 -9%
AIA
287
Avalon Investment & Advisory
Texas
$4.32M +$25.1K +393 +0.6%
NA
288
Nottingham Advisors
New York
$4.31M -$44.1K -691 -1%
BCM
289
Brookstone Capital Management
Illinois
$4.3M +$250K +3,875 +6%
SEIA
290
Signature Estate & Investment Advisors
California
$4.28M +$321K +5,025 +8%
IWC
291
Integrated Wealth Concepts
Massachusetts
$4.23M +$1.3M +20,379 +45%
FNBT
292
FineMark National Bank & Trust
Florida
$4.21M -$33.2K -520 -0.8%
PFA
293
Pinnacle Family Advisors
Missouri
$4.14M +$4.14M +64,876 New
AL
294
ACAS LLC
California
$4.14M -$172K -2,697 -4%
SI
295
Stephens Inc
Arkansas
$4.11M -$228K -3,576 -5%
EIP
296
Ellis Investment Partners
Pennsylvania
$4.06M +$63.8K +999 +2%
SC
297
Savant Capital
Illinois
$4.05M +$59.4K +929 +1%
GCM
298
Gallacher Capital Management
Colorado
$4.04M -$193K -3,020 -5%
PWA
299
Peterson Wealth Advisors
Utah
$4.01M +$51K +799 +1%
PIMG
300
Patriot Investment Management Group
Tennessee
$3.95M -$110K -1,718 -3%
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