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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.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
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
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$140M 1,982,422 +3,068 +0.2%
Lido Advisors
27
Lido Advisors
California
$130M 1,838,850 +406,209 +28%
HighTower Advisors
28
HighTower Advisors
Illinois
$123M 1,740,184 -90,435 -5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$114M 1,615,716 -63,738 -4%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$106M 1,508,126 -13,633 -0.9%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$91.1M 1,293,040 +14,242 +1%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$84.1M 1,193,860 -166,322 -12%
SL
33
Salomon & Ludwin
Virginia
$84.1M 1,192,802 +2,005 +0.2%
LI
34
LVZ Inc
Michigan
$82.1M 1,165,525 +353,420 +44%
CC
35
Courier Capital
New York
$76.1M 1,080,362 -3,702 -0.3%
SAF
36
Smith Anglin Financial
Texas
$69.1M 981,016 +286,408 +41%
Truist Financial
37
Truist Financial
North Carolina
$67.8M 961,955 -71,464 -7%
SCM
38
SCS Capital Management
Massachusetts
$66.9M 948,596 +311,250 +49%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$64.9M 924,541 +184,581 +25%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$64.9M 920,191 +108,395 +13%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$63M 893,365 +258 +0%
VA
42
Valmark Advisers
Ohio
$61.6M 873,674 -37,384 -4%
MCM
43
MAI Capital Management
Ohio
$61.5M 873,283 +72,656 +9%
CWM
44
Calamos Wealth Management
Illinois
$59.3M 840,754 +12,297 +1%
PP
45
Prudential plc
United Kingdom
$57.5M 816,400 +771,900 +1,735%
MWM
46
Modera Wealth Management
New Jersey
$56.8M 806,584 +474,089 +143%
KeyBank National Association
47
KeyBank National Association
Ohio
$56.4M 800,412 -35,513 -4%
EH
48
Equitable Holdings
New York
$56.4M 799,903 -56,027 -7%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$56M 794,664 +32,654 +4%
MGIA
50
Moneta Group Investment Advisors
Missouri
$55.2M 782,519 +141,308 +22%
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