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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,541 hedge funds and large institutions have $28.2B invested in iShares S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.59%
Holding in Top 10
121
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.35%
% of All Funds
1.77%
New
218
Increased
507
Reduced
534
Closed
47
Calls
$10.1M
Puts
$2.02M
Net Calls
+$8.05M
Net Calls Change
-$6.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.45B
4
UFF
USA Financial Formulas
Michigan
$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
$79.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$966M
2
HNB
Huntington National Bank
Ohio
$180M
3
Ameriprise
Ameriprise
Minnesota
$535M
4
Osaic Holdings
Osaic Holdings
Arizona
$291M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHIM
376
Stone House Investment Management
Pennsylvania
$4.29M +$219K +2,913 +5%
DBIA
377
Dumont & Blake Investment Advisors
New Jersey
$4.27M -$33.3K -443 -0.8%
IAG
378
Investment Advisory Group
Massachusetts
$4.26M +$203K +2,707 +5%
PFA
379
Pinnacle Family Advisors
Missouri
$4.22M +$659K +8,769 +19%
NCM
380
Narwhal Capital Management
Georgia
$4.21M +$1.65K +22 +0%
DWM
381
Dogwood Wealth Management
Kansas
$4.2M +$4.2M +55,961 New
CFS
382
Commonwealth Financial Services
West Virginia
$4.19M +$2.51M +33,481 +150%
CWS
383
Cypress Wealth Services
California
$4.19M +$890K +11,850 +27%
KFSC
384
Keystone Financial Services (Colorado)
Colorado
$4.16M +$172K +2,287 +4%
MFA
385
Mayflower Financial Advisors
Massachusetts
$4.15M +$209K +2,782 +5%
IP
386
Investment Partners
Ohio
$4.11M -$11.1K -148 -0.3%
SCA
387
St. Clair Advisors
Ohio
$4.11M -$241K -3,208 -6%
EWM
388
Evercore Wealth Management
New York
$4.1M +$56.5K +752 +1%
JHCP
389
Jackson Hole Capital Partners
Oklahoma
$4.09M +$47.2K +629 +1%
WFAG
390
Wescott Financial Advisory Group
Pennsylvania
$4.07M +$392K +5,220 +11%
NFC
391
Northeast Financial Consultants
Connecticut
$4.07M – – –
XF
392
XML Financial
Maryland
$4.04M -$25.4K -338 -0.6%
Susquehanna International Group
393
Susquehanna International Group
Pennsylvania
$4.03M -$1.74M -23,218 -30%
NAM
394
NTV Asset Management
West Virginia
$4.03M -$120K -1,600 -3%
SCM
395
Stordahl Capital Management
Colorado
$4.03M -$47.1K -627 -1%
VWM
396
Valley Wealth Managers
New Jersey
$4.01M -$46K -612 -1%
MCCA
397
Mill Creek Capital Advisors
Pennsylvania
$4M -$47.7K -635 -1%
CFG
398
Cosner Financial Group
Colorado
$3.97M +$499K +6,644 +14%
PWM
399
Power Wealth Management
Georgia
$3.97M +$3.97M +52,887 New
WPW
400
Watershed Private Wealth
Illinois
$3.96M +$137K +1,820 +4%
14 15
16
17 18