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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.48B
2
LPL Financial
2
LPL Financial
California
$527M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$133M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$340M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.01B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
WIA
2
World Investment Advisors
California
$5.79M
3
SCM
3
SCS Capital Management
Massachusetts
$41.3M
4
PP
4
Prudential plc
United Kingdom
$33M
5
Stifel Financial
5
Stifel Financial
Missouri
$473M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
– – – –
Fidelity Investments
27
Fidelity Investments
Massachusetts
$149M 2,175,893 -16,807 -0.8%
RJA
28
Raymond James & Associates
Florida
$137M 2,008,967 +26,545 +1%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$133M 1,950,296 +1,950,296 New
HighTower Advisors
30
HighTower Advisors
Illinois
$123M 1,800,697 +60,513 +3%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$117M 1,709,147 +93,431 +6%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$103M 1,499,123 -9,003 -0.6%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$86.4M 1,261,503 +336,962 +36%
SL
34
Salomon & Ludwin
Virginia
$81.3M 1,189,761 -3,041 -0.3%
Comerica Bank
35
Comerica Bank
Texas
$75.7M 1,106,171 +1,106,171 New
LI
36
LVZ Inc
Michigan
$75.7M 1,105,700 -59,825 -5%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$75.1M 1,097,035 -96,825 -8%
CC
38
Courier Capital
New York
$73.7M 1,077,267 -3,095 -0.3%
PAS
39
Park Avenue Securities
New York
$73.3M 1,071,874 +935,269 +685%
MML Investors Services
40
MML Investors Services
Massachusetts
$72.5M 1,058,981 +579,523 +121%
SAF
41
Smith Anglin Financial
Texas
$69.8M 1,020,884 +39,868 +4%
Truist Financial
42
Truist Financial
North Carolina
$69.2M 1,011,118 +49,163 +5%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$67.3M 983,201 +89,836 +10%
RCAG
44
Rehmann Capital Advisory Group
Michigan
$65.7M 960,449 +40,258 +4%
CWM
45
Calamos Wealth Management
Illinois
$60.3M 880,962 +40,208 +5%
MCM
46
MAI Capital Management
Ohio
$60.2M 879,232 +5,949 +0.7%
VA
47
Valmark Advisers
Ohio
$59.4M 867,468 -6,206 -0.7%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$59.1M 863,112 +302,822 +54%
Corient Private Wealth
49
Corient Private Wealth
Florida
$58.8M 575,039 +407,453 +243%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$58.7M 857,746 +531,101 +163%
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