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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 %
OCM
351
Objective Capital Management
Ohio
$3.1M +$319 +5 +0%
RB
352
Renasant Bank
Mississippi
$3.09M -$225K -3,524 -7%
MFG
353
Merit Financial Group
Georgia
$3.08M +$2.94K +46 +0.1%
CI
354
Conning Inc
Connecticut
$3.08M +$562K +8,801 +22%
WA
355
WBH Advisory
Maryland
$3.05M +$3.05M +47,780 New
WP
356
WealthShield Partners
North Carolina
$3.05M +$351K +5,490 +13%
ULWM
357
Upper Left Wealth Management
Florida
$3.03M +$740K +11,580 +32%
HWA
358
Hilltop Wealth Advisors
North Carolina
$3.02M -$71.7K -1,122 -2%
Wealth Enhancement Advisory Services
359
Wealth Enhancement Advisory Services
Minnesota
$3.01M +$1.43M +22,444 +91%
BCMLT
360
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.98M -$143K -2,237 -5%
WP
361
WealthPLAN Partners
Nebraska
$2.93M -$313K -4,904 -10%
MCA
362
MSH Capital Advisors
Arizona
$2.93M +$26.8K +420 +0.9%
WFAG
363
Wescott Financial Advisory Group
Pennsylvania
$2.9M +$348K +5,454 +14%
AB
364
Atlas Brown
Kentucky
$2.88M -$48.4K -758 -2%
PP
365
Prudential plc
United Kingdom
$2.84M +$2.84M +44,500 New
MAM
366
MMA Asset Management
Pennsylvania
$2.83M +$10.7K +168 +0.4%
Citadel Advisors
367
Citadel Advisors
Florida
$2.83M +$2.29M +35,883 +428%
LFG
368
Larson Financial Group
Missouri
$2.8M +$8.95K +140 +0.3%
MWM
369
Mission Wealth Management
California
$2.77M -$494K -7,735 -15%
GM
370
GeoWealth Management
Illinois
$2.75M +$2.75M +43,036 New
TI
371
Truepoint Inc
Ohio
$2.75M +$236K +3,701 +9%
BJL
372
Brighton Jones LLC
Washington
$2.74M -$6.39K -100 -0.2%
WT
373
Whittier Trust
California
$2.73M -$3.19K -50 -0.1%
KP
374
Keel Point
Alabama
$2.73M -$1.69M -26,484 -38%
1WM
375
1900 Wealth Management
Texas
$2.73M +$855K +13,412 +46%
13 14
15
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