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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
21.05%
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 %
CB
401
Commerce Bank
Missouri
$2.78M -$104K -1,478 -4%
CAM
402
Carret Asset Management
New York
$2.78M +$4.02K +57 +0.1%
JFG
403
JMG Financial Group
Illinois
$2.77M +$28.2K +400 +1%
GSWM
404
Greenup Street Wealth Management
Michigan
$2.75M -$2.95M -41,875 -52%
OC
405
Oppenheimer & Co
New York
$2.74M -$145K -2,055 -5%
NL
406
NWAM LLC
Washington
$2.73M +$124K +1,763 +5%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$2.69M -$155K -2,195 -5%
BC
408
Bartlett & Co
Ohio
$2.69M -$155K -2,195 -5%
MWM
409
Mission Wealth Management
California
$2.68M -$373K -5,292 -12%
HI
410
Harbour Investments
Wisconsin
$2.68M +$111K +1,569 +4%
MFA
411
Mayflower Financial Advisors
Massachusetts
$2.68M +$1.43M +20,357 +116%
First Trust Advisors
412
First Trust Advisors
Illinois
$2.66M +$373K +5,289 +16%
HWM
413
Howard Wealth Management
Connecticut
$2.66M -$38.8K -550 -1%
DPI
414
Diversified Portfolios Inc
Michigan
$2.65M -$8.46K -120 -0.3%
CT
415
Cambridge Trust
Massachusetts
$2.64M -$76.4K -1,084 -3%
SFS
416
Security Financial Services
Indiana
$2.63M +$1.31M +18,527 +99%
SIA
417
Soltis Investment Advisors
Utah
$2.63M +$12.3K +175 +0.5%
Jane Street
418
Jane Street
New York
$2.63M +$2.63M +37,257 New
IWP
419
Icon Wealth Partners
Texas
$2.63M +$2.39M +33,880 +1,004%
GCM
420
Gables Capital Management
Florida
$2.61M – – –
RWMG
421
Redwood Wealth Management Group
New Jersey
$2.58M -$318K -4,516 -11%
GPWA
422
Great Point Wealth Advisors
Massachusetts
$2.57M – – –
PA
423
Parallel Advisors
California
$2.51M -$29.4K -417 -1%
SCI
424
S&CO Inc
Massachusetts
$2.51M – – –
BIP
425
Bouvel Investment Partners
Pennsylvania
$2.5M +$38.4K +545 +2%
15 16
17
18 19