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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 %
HT
301
Heritage Trust
Oklahoma
$4.83M 68,464 -668 -1%
CWM
302
Cranbrook Wealth Management
Michigan
$4.75M 67,325 -2,460 -4%
BAAM
303
Baker Avenue Asset Management
California
$4.73M 67,060 +66,196 +7,662%
Twin Tree Management
304
Twin Tree Management
Texas
$4.71M 66,834 +66,834 New
AWP
305
Ascent Wealth Partners
New York
$4.7M 66,652 +13,919 +26%
SEIA
306
Signature Estate & Investment Advisors
California
$4.69M 66,592 -336 -0.5%
EIP
307
Ellis Investment Partners
Pennsylvania
$4.69M 66,592 +3,075 +5%
SWA
308
Stratos Wealth Advisors
Ohio
$4.65M 65,988 +8,226 +14%
NA
309
Nottingham Advisors
New York
$4.63M 65,735 -1,793 -3%
TFA
310
Tobias Financial Advisors
Florida
$4.53M 64,331 -3,467 -5%
AL
311
ACAS LLC
California
$4.46M 63,291 -1,561 -2%
GCM
312
Gallacher Capital Management
Colorado
$4.45M 63,170 -117 -0.2%
GT
313
Glenmede Trust
Pennsylvania
$4.4M 68,849 – –
WP
314
Wealthspan Partners
Iowa
$4.38M 62,111 -6,819 -10%
PWA
315
Peterson Wealth Advisors
Utah
$4.36M 61,912 -879 -1%
FNBT
316
FineMark National Bank & Trust
Florida
$4.36M 61,918 -3,975 -6%
CI
317
Conning Inc
Connecticut
$4.35M 61,783 +13,536 +28%
PIMG
318
Patriot Investment Management Group
Tennessee
$4.35M 61,734 -145 -0.2%
GLLW
319
Graves Light Lenhart Wealth
Virginia
$4.33M 61,418 -162 -0.3%
SI
320
Stephens Inc
Arkansas
$4.33M 61,401 -2,871 -4%
RWRC
321
R.W. Roge & Company
New York
$4.31M 61,165 -491 -0.8%
CIAS
322
Capital Investment Advisory Services
North Carolina
$4.27M 60,584 +499 +0.8%
HWA
323
Heritage Wealth Advisors
Virginia
$4.26M 60,488 -127 -0.2%
PPC
324
Park Place Capital
Alabama
$4.24M 60,229 -982 -2%
WP
325
WealthShield Partners
North Carolina
$4.23M 60,055 +12,359 +26%
11 12
13
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