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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
SEM
4
Strategic Equity Management
Arizona
$39M
5
MWM
5
Modera Wealth Management
New Jersey
$56.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
HNB
3
Huntington National Bank
Ohio
$173M
4
MMA
4
Miracle Mile Advisors
California
$17.5M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
326
Curi RMB Capital
Illinois
$4.22M 59,938 +7,730 +15%
PFA
327
Pinnacle Family Advisors
Missouri
$4.18M 59,308 -5,568 -9%
SCA
328
St. Clair Advisors
Ohio
$4.16M 58,960 +6 +0%
LWP
329
Laurel Wealth Planning
Minnesota
$4.15M 58,839 +1,214 +2%
TNB
330
Thomasville National Bank
Georgia
$4.13M 58,637 +467 +0.8%
EDRIA
331
Edmonds Duncan Registered Investment Advisors
Kansas
$4.06M 57,620 +30 +0.1%
XF
332
XML Financial
Maryland
$4.06M 57,534 -675 -1%
KPWS
333
Kestra Private Wealth Services
Texas
$4.05M 57,442 +3,523 +7%
TFF
334
The Family Firm
Maryland
$4.02M 57,064 +109 +0.2%
DBIA
335
Dumont & Blake Investment Advisors
New Jersey
$4M 56,801 +246 +0.4%
FA
336
Flagstar Advisors
New York
$3.99M 56,672 -1,586 -3%
BBWP
337
Beacon Bridge Wealth Partners
Pennsylvania
$3.95M 56,094 +2,773 +5%
NCM
338
Narwhal Capital Management
Georgia
$3.95M 56,000 – –
NAM
339
NTV Asset Management
West Virginia
$3.94M 55,881 -2,684 -5%
VWM
340
Valley Wealth Managers
New Jersey
$3.91M 55,422 -1,579 -3%
IP
341
Investment Partners
Ohio
$3.9M 55,373 +1 +0%
RJT
342
Raymond James Trust
Florida
$3.89M 55,130 -4,258 -7%
BFS
343
Bard Financial Services
Connecticut
$3.88M 55,000 – –
SCM
344
Stordahl Capital Management
Colorado
$3.85M 54,627 +81 +0.1%
EWM
345
Evercore Wealth Management
New York
$3.84M 54,475 -75 -0.1%
NFC
346
Northeast Financial Consultants
Connecticut
$3.82M 54,139 -543 -1%
MCCA
347
Mill Creek Capital Advisors
Pennsylvania
$3.8M 53,885 – –
BSW
348
Buckingham Strategic Wealth
Missouri
$3.77M 53,502 +7,130 +15%
IAG
349
Investment Advisory Group
Massachusetts
$3.77M 53,486 +608 +1%
JHCP
350
Jackson Hole Capital Partners
Oklahoma
$3.77M 53,482 -1,355 -2%
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