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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 %
AI
426
Atria Investments
North Carolina
$2.06M -$4.89M -76,555 -70%
CF
427
Corrigan Financial
Rhode Island
$2.04M +$11.4K +179 +0.6%
SCA
428
Southern Capital Advisors
Tennessee
$2.02M +$174K +2,722 +9%
RWG
429
Regal Wealth Group
California
$2.02M -$5.42K -84 -0.3%
JSL
430
JT Stratford LLC
Georgia
$2M -$92.2K -1,443 -4%
JWM
431
JGP Wealth Management
Oregon
$2M -$4.41K -69 -0.2%
BWM
432
Baron Wealth Management
Michigan
$1.98M -$1.48M -23,182 -43%
NB
433
Northwest Bancshares
Pennsylvania
$1.97M -$58.3K -913 -3%
RRA
434
Round Rock Advisors
Connecticut
$1.96M -$75.4K -1,180 -4%
T
435
TRUADVICE
Florida
$1.95M +$1.73M +26,622 +765%
MWM
436
Mattern Wealth Management
Kansas
$1.94M -$88.6K -1,386 -4%
MGIA
437
Matthew Goff Investment Advisor
Texas
$1.94M -$33.7K -528 -2%
EAM
438
Evanson Asset Management
California
$1.92M +$575 +9 +0%
BFM
439
Boothbay Fund Management
New York
$1.92M +$1.92M +30,000 New
Calamos Advisors
440
Calamos Advisors
Illinois
$1.9M +$1.9M +29,816 New
CG
441
Corundum Group
Colorado
$1.89M – – –
CWM
442
CCG Wealth Management
California
$1.88M +$447 +7 +0%
VFA
443
Valeo Financial Advisors
Indiana
$1.87M -$9.26K -145 -0.5%
EFS
444
Essex Financial Services
Connecticut
$1.86M -$733K -11,476 -28%
SOS
445
Silver Oak Securities
Tennessee
$1.85M +$611K +9,557 +49%
SCA
446
Snowden Capital Advisors
New York
$1.85M -$40.5K -634 -2%
TWM
447
Tolleson Wealth Management
Texas
$1.83M – – –
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
$1.81M +$256 +4 +0%
WWC
449
Waypoint Wealth Counsel
Georgia
$1.81M -$301K -4,705 -14%
KFAA
450
Klaas Financial Asset Advisors
Illinois
$1.81M -$39.4K -616 -2%
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