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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 %
BFS
326
Bard Financial Services
Connecticut
$3.51M – – –
JHCP
327
Jackson Hole Capital Partners
Oklahoma
$3.5M -$156K -2,434 -4%
NFC
328
Northeast Financial Consultants
Connecticut
$3.49M -$90.5K -1,416 -3%
EWM
329
Evercore Wealth Management
New York
$3.49M +$511K +8,000 +17%
SCM
330
Stordahl Capital Management
Colorado
$3.48M -$4.41K -69 -0.1%
MFG
331
Midwest Financial Group
Kansas
$3.45M +$3.45M +53,977 New
WPW
332
Watershed Private Wealth
Illinois
$3.44M +$169K +2,644 +5%
KPWS
333
Kestra Private Wealth Services
Texas
$3.44M +$487K +7,621 +16%
MCCA
334
Mill Creek Capital Advisors
Pennsylvania
$3.44M – – –
BBWP
335
Beacon Bridge Wealth Partners
Pennsylvania
$3.41M -$779K -12,196 -19%
WSFS
336
Wilmington Savings Fund Society
Delaware
$3.39M +$164K +2,570 +5%
IAG
337
Investment Advisory Group
Massachusetts
$3.38M +$128K +2,010 +4%
AWP
338
Ascent Wealth Partners
New York
$3.37M +$19.5K +305 +0.6%
AMG
339
Asset Management Group
Connecticut
$3.37M +$9.9K +155 +0.3%
WAG
340
Winthrop Advisory Group
Massachusetts
$3.35M -$1.09K -17 -0%
CRC
341
Curi RMB Capital
Illinois
$3.34M -$342K -5,351 -9%
MWM
342
Meridian Wealth Management
Kentucky
$3.3M -$29.5K -461 -0.9%
BAM
343
Belpointe Asset Management
Nevada
$3.3M +$14.2K +222 +0.4%
Vontobel Holding
344
Vontobel Holding
Switzerland
$3.28M +$750K +11,743 +30%
DWT
345
Dorsey & Whitney Trust
South Dakota
$3.26M +$87.7K +1,372 +3%
RFA
346
RTD Financial Advisors
Pennsylvania
$3.25M -$85.4K -1,337 -3%
HCM
347
Hudson Capital Management
New Jersey
$3.22M -$86.8K -1,359 -3%
BCM
348
BTC Capital Management
Iowa
$3.2M – – –
OFG
349
Oxford Financial Group
Indiana
$3.18M – – –
Millennium Management
350
Millennium Management
New York
$3.11M +$3.11M +48,692 New
12 13
14
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