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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
OCM
376
Objective Capital Management
Ohio
$3.24M -$176K -2,499 -5%
WFAG
377
Wescott Financial Advisory Group
Pennsylvania
$3.24M +$48.5K +688 +2%
MAM
378
MMA Asset Management
Pennsylvania
$3.21M +$86.2K +1,223 +3%
AB
379
Atlas Brown
Kentucky
$3.16M -$16.4K -233 -0.5%
DWA
380
Dorsey Wright & Associates
California
$3.15M +$3.15M +44,624 New
TI
381
Truepoint Inc
Ohio
$3.03M +$352 +5 +0%
WA
382
WBH Advisory
Maryland
$3.03M -$339K -4,806 -10%
EPP
383
ETF Portfolio Partners
Kansas
$3.02M +$15.2K +215 +0.5%
WT
384
Whittier Trust
California
$3.01M -$3.31K -47 -0.1%
LFG
385
Larson Financial Group
Missouri
$3M -$81.5K -1,157 -3%
BCMLT
386
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.99M -$295K -4,185 -9%
APWM
387
Atlas Private Wealth Management
New York
$2.99M -$15.7K -223 -0.5%
BJL
388
Brighton Jones LLC
Washington
$2.99M -$34.4K -488 -1%
National Bank of Canada
389
National Bank of Canada
Quebec, Canada
$2.98M +$57.1K +812 +2%
CIC
390
Carnegie Investment Counsel
Ohio
$2.96M -$18K -256 -0.6%
ANTB
391
AMG National Trust Bank
Colorado
$2.95M -$16.9K -240 -0.6%
Wealth Enhancement Advisory Services
392
Wealth Enhancement Advisory Services
Minnesota
$2.94M -$371K -5,269 -11%
MFC
393
Morris Financial Concepts
South Carolina
$2.92M -$5.57K -79 -0.2%
WP
394
WealthSource Partners
California
$2.91M +$293K +4,161 +11%
GG
395
GenWealth Group
New Jersey
$2.88M -$47.2K -669 -2%
HTC
396
Haverford Trust Company
Pennsylvania
$2.85M – – –
CCM
397
Colorado Capital Management
Colorado
$2.84M -$1.13K -16 -0%
ST
398
Smithfield Trust
Pennsylvania
$2.82M +$39.1K +554 +1%
WP
399
WealthPLAN Partners
Nebraska
$2.81M -$419K -5,949 -13%
TA
400
Tiedemann Advisors
New York
$2.78M -$85K -1,206 -3%
14 15
16
17 18