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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 %
RWRC
301
R.W. Roge & Company
New York
$3.94M +$32.8K +514 +0.8%
GLLW
302
Graves Light Lenhart Wealth
Virginia
$3.93M -$469K -7,345 -11%
PPC
303
Park Place Capital
Alabama
$3.91M -$234K -3,667 -6%
NCM
304
Next Capital Management
New York
$3.91M -$1.07M -16,820 -22%
HWA
305
Heritage Wealth Advisors
Virginia
$3.87M -$141K -2,203 -4%
CIAS
306
Capital Investment Advisory Services
North Carolina
$3.84M +$325K +5,088 +9%
UBV
307
United Bank (Virginia)
Virginia
$3.81M +$1.17M +18,300 +44%
RJT
308
Raymond James Trust
Florida
$3.79M +$258K +4,032 +7%
SCA
309
St. Clair Advisors
Ohio
$3.77M +$575 +9 +0%
NAM
310
NTV Asset Management
West Virginia
$3.74M -$6.39K -100 -0.2%
FA
311
Flagstar Advisors
New York
$3.72M -$548K -8,585 -13%
XF
312
XML Financial
Maryland
$3.72M -$60.6K -948 -2%
TNB
313
Thomasville National Bank
Georgia
$3.72M -$8.24K -129 -0.2%
SWA
314
Stratos Wealth Advisors
Ohio
$3.69M -$581K -9,086 -14%
LWP
315
Laurel Wealth Planning
Minnesota
$3.68M -$502K -7,852 -12%
EDRIA
316
Edmonds Duncan Registered Investment Advisors
Kansas
$3.68M +$53.4K +836 +1%
VWM
317
Valley Wealth Managers
New Jersey
$3.64M -$66.1K -1,034 -2%
TFF
318
The Family Firm
Maryland
$3.64M +$94K +1,471 +3%
TCBWMS
319
Texas Capital Bank Wealth Management Services
Texas
$3.62M -$49.1K -768 -1%
DBIA
320
Dumont & Blake Investment Advisors
New Jersey
$3.61M -$45.4K -711 -1%
CI
321
CX Institutional
Indiana
$3.58M -$83.8K -1,312 -2%
NCM
322
Narwhal Capital Management
Georgia
$3.58M – – –
ONB
323
Old National Bancorp
Indiana
$3.55M -$421K -6,588 -11%
IP
324
Investment Partners
Ohio
$3.54M -$3.26K -51 -0.1%
UBG
325
United Bank (Georgia)
Georgia
$3.53M -$135K -2,120 -4%
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