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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 %
TWM
401
TSA Wealth Management
Texas
$3.96M +$3.96M +52,736 New
WP
402
WealthPLAN Partners
Nebraska
$3.96M +$283K +3,774 +8%
RFA
403
RTD Financial Advisors
Pennsylvania
$3.95M -$101K -1,339 -2%
CB
404
Commerce Bank
Missouri
$3.94M +$33.2K +442 +0.8%
MFG
405
Midwest Financial Group
Kansas
$3.91M -$195K -2,600 -5%
TFF
406
The Family Firm
Maryland
$3.87M -$371K -4,937 -9%
GSWM
407
Greenup Street Wealth Management
Michigan
$3.85M +$2.96M +39,470 +336%
TNB
408
Thomasville National Bank
Georgia
$3.84M -$523K -6,966 -12%
BAM
409
Belpointe Asset Management
Nevada
$3.81M -$54.1K -721 -1%
LSA
410
Lansing Street Advisors
Pennsylvania
$3.77M +$3.77M +50,148 New
SF
411
Synovus Financial
Georgia
$3.76M -$2.89M -38,421 -43%
MYIA
412
Mount Yale Investment Advisors
Colorado
$3.72M +$2.32M +30,905 +166%
CFGS
413
Concourse Financial Group Securities
Alabama
$3.72M +$7.29K +97 +0.2%
FFA
414
Farther Finance Advisors
California
$3.7M +$1.26M +16,827 +52%
AMG
415
Asset Management Group
Connecticut
$3.7M -$3K -40 -0.1%
PWA
416
Physician Wealth Advisors
Utah
$3.69M +$309K +3,980 +9%
FA
417
Flagstar Advisors
New York
$3.68M +$223K +2,965 +6%
WP
418
Wealthspan Partners
Iowa
$3.68M -$543K -7,225 -13%
DWT
419
Dorsey & Whitney Trust
South Dakota
$3.67M -$29.9K -398 -0.8%
RB
420
Renasant Bank
Mississippi
$3.65M – – –
SI
421
Stephens Inc
Arkansas
$3.63M -$190K -2,526 -5%
ONB
422
Old National Bancorp
Indiana
$3.63M -$57.8K -769 -2%
NA
423
Nottingham Advisors
New York
$3.63M -$135K -2,359 -4%
UBG
424
United Bank (Georgia)
Georgia
$3.62M -$13K -173 -0.4%
Vontobel Holding
425
Vontobel Holding
Switzerland
$3.61M -$46.4K -618 -1%
15 16
17
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