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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.

Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
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
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.45B
4
MWA
4
Midland Wealth Advisors
Illinois
$100M
5
MWM
5
Modern Wealth Management
Kansas
$67.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$966M
2
Ameriprise
2
Ameriprise
Minnesota
$535M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$291M
4
PP
4
Prudential plc
United Kingdom
$0
5
CA
5
Clearstead Advisors
Ohio
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$163M 2,166,077 -9,816 -0.5%
RJA
27
Raymond James & Associates
Florida
$156M 2,071,846 +62,879 +3%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$152M 2,018,530 +68,234 +3%
HighTower Advisors
29
HighTower Advisors
Illinois
$133M 1,776,928 -23,769 -1%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$127M 1,686,803 -22,344 -1%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$110M 1,468,236 -30,887 -2%
MWA
32
Midland Wealth Advisors
Illinois
$100M 1,333,343 +1,333,343 New
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$91.1M 1,212,713 -48,790 -4%
Comerica Bank
34
Comerica Bank
Texas
$83.2M 1,107,331 +1,160 +0.1%
SL
35
Salomon & Ludwin
Virginia
$81.3M 1,189,761 – –
PAS
36
Park Avenue Securities
New York
$81.2M 1,081,807 +9,933 +0.9%
MML Investors Services
37
MML Investors Services
Massachusetts
$81.2M 1,081,027 +22,046 +2%
LI
38
LVZ Inc
Michigan
$81M 1,078,681 -27,019 -2%
CC
39
Courier Capital
New York
$80.4M 1,070,259 -7,008 -0.7%
OIA
40
OneDigital Investment Advisors
Kansas
$79.6M 1,060,495 +595,640 +128%
SAF
41
Smith Anglin Financial
Texas
$79.5M 1,058,998 +38,114 +4%
Truist Financial
42
Truist Financial
North Carolina
$78.8M 1,048,608 +37,490 +4%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$75.6M 1,006,399 +45,950 +5%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$74.8M 995,576 +12,375 +1%
Two Sigma Investments
45
Two Sigma Investments
New York
$73.4M 977,900 +356,000 +57%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$70.9M 943,793 -153,242 -14%
CWM
47
Calamos Wealth Management
Illinois
$70.2M 934,958 +53,996 +6%
MWM
48
Modern Wealth Management
Kansas
$67.5M 898,202 +898,202 New
MCM
49
MAI Capital Management
Ohio
$66.2M 881,876 +2,644 +0.3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$65.2M 867,535 +9,789 +1%
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