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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 %
SIA
401
Soltis Investment Advisors
Utah
$2.37M -$14M -218,837 -85%
WP
402
WealthSource Partners
California
$2.37M +$312K +4,888 +15%
GCM
403
Gables Capital Management
Florida
$2.36M – – –
NL
404
NWAM LLC
Washington
$2.36M +$155K +2,420 +7%
GPWA
405
Great Point Wealth Advisors
Massachusetts
$2.33M – – –
HI
406
Harbour Investments
Wisconsin
$2.33M +$2.68K +42 +0.1%
Renaissance Technologies
407
Renaissance Technologies
New York
$2.31M +$2.31M +36,200 New
PA
408
Parallel Advisors
California
$2.3M -$38.9K -609 -2%
SCI
409
S&CO Inc
Massachusetts
$2.27M – – –
LC
410
Lindbrook Capital
California
$2.25M – – –
BIP
411
Bouvel Investment Partners
Pennsylvania
$2.24M +$45.6K +713 +2%
HGERS
412
Householder Group Estate & Retirement Specialist
Arizona
$2.2M +$2.2M +34,494 New
KBFS
413
Kohmann Bosshard Financial Services
Ohio
$2.2M – – –
DW
414
Domani Wealth
Pennsylvania
$2.19M +$10.2K +160 +0.5%
MA
415
MBA Advisors
Pennsylvania
$2.18M -$76.7K -1,200 -3%
FCI
416
Financial Counselors Inc
Kansas
$2.15M -$194K -3,033 -8%
SLT
417
St Louis Trust
Missouri
$2.14M – – –
CAC
418
Certified Advisory Corp
Florida
$2.11M -$664K -10,389 -24%
BA
419
Bristlecone Advisors
Washington
$2.11M -$10.9K -171 -0.5%
SWA
420
Strategies Wealth Advisors
Michigan
$2.1M +$347K +5,436 +20%
B
421
Bailard
California
$2.1M -$3.74M -58,466 -64%
CIA
422
Choate Investment Advisors
Massachusetts
$2.09M -$195M -3,050,685 -99%
First Trust Advisors
423
First Trust Advisors
Illinois
$2.08M -$601K -9,405 -22%
MPCG
424
Matrix Private Capital Group
New York
$2.07M -$92.3K -1,445 -4%
PCA
425
Pallas Capital Advisors
Massachusetts
$2.06M -$21.2K -329 -1%
15 16
17
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