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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.

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
1
Envestnet Asset Management
Illinois
$854M
2
BFG
2
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
3
US Bancorp
Minnesota
$201M
4
CWM
4
Calamos Wealth Management
Illinois
$52.9M
5
IA
5
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B
2
CIA
2
Choate Investment Advisors
Massachusetts
$2.09M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$86.9M
4
APWM
4
Atlas Private Wealth Management
New York
$2.72M
5
MMA
5
Miracle Mile Advisors
California
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$117M 1,830,619 +42,393 +2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$107M 1,679,454 -67,378 -4%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$97.2M 1,521,759 +79,014 +5%
Lido Advisors
29
Lido Advisors
California
$91.5M 1,432,641 +71,407 +5%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$86.9M 1,360,182 -1,126,988 -45%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$81.7M 1,278,798 -23,611 -2%
SL
32
Salomon & Ludwin
Virginia
$76.1M 1,190,797 +3,143 +0.3%
CC
33
Courier Capital
New York
$69.3M 1,084,064 +6,006 +0.6%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$66.7M 1,045,114 -52,302 -5%
Truist Financial
35
Truist Financial
North Carolina
$66M 1,033,419 -75,745 -7%
AF
36
Allworth Financial
California
$60M 939,011 -88,270 -9%
VA
37
Valmark Advisers
Ohio
$58.2M 911,058 -1,238 -0.1%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$57.1M 893,107 +54,905 +7%
BFG
39
Barber Financial Group
Kansas
$56.3M 881,122 +881,122 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$55.2M 863,449 +121,307 +16%
EH
41
Equitable Holdings
New York
$54.7M 855,930 -526 -0.1%
MMA
42
Miracle Mile Advisors
California
$54.6M 854,647 -604,414 -41%
KeyBank National Association
43
KeyBank National Association
Ohio
$53.4M 835,925 -42,845 -5%
CWM
44
Calamos Wealth Management
Illinois
$52.9M 828,457 +766,401 +1,235%
LI
45
LVZ Inc
Michigan
$51.9M 812,105 -34,792 -4%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$51.9M 811,796 +91,013 +13%
MCM
47
MAI Capital Management
Ohio
$51.2M 800,627 -7,575 -0.9%
IA
48
IFP Advisors
Florida
$50.6M 308,101 +253,782 +467%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$48.7M 762,010 -36,553 -5%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$47.1M 739,960 -172,124 -19%
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