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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 %
EPP
376
ETF Portfolio Partners
Kansas
$2.72M +$54.4K +851 +2%
APWM
377
Atlas Private Wealth Management
New York
$2.72M -$68.3M -1,069,314 -96%
BSW
378
Buckingham Strategic Wealth
Missouri
$2.71M – – –
CIC
379
Carnegie Investment Counsel
Ohio
$2.7M -$363K -5,683 -12%
ANTB
380
AMG National Trust Bank
Colorado
$2.69M -$115K -1,800 -4%
MFC
381
Morris Financial Concepts
South Carolina
$2.65M -$21.1K -330 -0.8%
GG
382
GenWealth Group
New Jersey
$2.65M -$39.1K -612 -1%
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$2.65M -$652K -10,226 -20%
RWMG
384
Redwood Wealth Management Group
New Jersey
$2.63M -$18.6K -291 -0.7%
CB
385
Commerce Bank
Missouri
$2.62M -$94.2K -1,475 -3%
DL
386
DOHJ LLC
Washington
$2.62M +$2.62M +40,937 New
OC
387
Oppenheimer & Co
New York
$2.61M -$176K -2,754 -6%
TA
388
Tiedemann Advisors
New York
$2.6M +$25.4K +397 +1%
HTC
389
Haverford Trust Company
Pennsylvania
$2.58M +$9.01K +141 +0.4%
BC
390
Bartlett & Co
Ohio
$2.58M -$756K -11,830 -23%
BCWM
391
Bartlett & Co Wealth Management
Ohio
$2.58M -$756K -11,830 -23%
CCM
392
Colorado Capital Management
Colorado
$2.57M – – –
CAM
393
Carret Asset Management
New York
$2.52M +$1.79K +28 +0.1%
ST
394
Smithfield Trust
Pennsylvania
$2.51M -$18.3K -287 -0.7%
JFG
395
JMG Financial Group
Illinois
$2.48M +$1.01M +15,786 +68%
CT
396
Cambridge Trust
Massachusetts
$2.46M -$422K -6,599 -15%
HWM
397
Howard Wealth Management
Connecticut
$2.45M -$2.75K -43 -0.1%
CB
398
Cadence Bank
Mississippi
$2.42M – – –
DPI
399
Diversified Portfolios Inc
Michigan
$2.41M +$13.5K +212 +0.6%
Prudential Financial
400
Prudential Financial
New Jersey
$2.41M +$209K +3,429 +9%
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