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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.05%
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
LPL Financial
California
$402M
2
PP
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$987M
4
SEM
Strategic Equity Management
Arizona
$39M
5
MWM
Modera Wealth Management
New Jersey
$56.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.04B
2
EWA
EP Wealth Advisors
California
$8.44M
3
HNB
Huntington National Bank
Ohio
$173M
4
MMA
Miracle Mile Advisors
California
$17.5M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
476
Schechter Investment Advisors
Michigan
$1.85M -$9.3K -132 -0.5%
PFA
477
Pathway Financial Advisors
Vermont
$1.85M – – –
MBT
478
Montecito Bank & Trust
California
$1.85M -$1.41K -20 -0.1%
KFI
479
Key Financial Inc
Pennsylvania
$1.84M +$615K +8,720 +50%
CWC
480
Carolinas Wealth Consulting
North Carolina
$1.84M +$11.4K +162 +0.6%
RPC
481
Rossmore Private Capital
Connecticut
$1.83M – – –
D
482
Dentgroup
Louisiana
$1.8M +$318K +4,511 +21%
BWP
483
Bernardo Wealth Planning
Pennsylvania
$1.8M – – –
FWTB
484
First Western Trust Bank
Colorado
$1.8M – – –
IB
485
Intrust Bank
Kansas
$1.79M -$170K -2,410 -9%
SFO
486
Stokes Family Office
Louisiana
$1.78M +$1.16M +16,507 +190%
SIA
487
Sage Investment Advisers
New York
$1.77M -$66.5K -944 -4%
SAM
488
Securian Asset Management
Minnesota
$1.77M +$1.77M +25,070 New
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$1.76M -$205K -2,905 -10%
Millennium Management
490
Millennium Management
New York
$1.76M -$1.67M -23,701 -49%
WP
491
WMS Partners
Maryland
$1.75M -$44.4K -630 -2%
HPC
492
HM Payson & Co
Maine
$1.73M -$28.2K -400 -2%
SFS
493
Sowell Financial Services
Arkansas
$1.71M +$322K +4,573 +23%
MSWM
494
McGlone Suttner Wealth Management
Wisconsin
$1.71M +$10.9K +155 +0.6%
MWM
495
Marietta Wealth Management
Georgia
$1.7M -$10.6K -151 -0.6%
EK
496
Evensky & Katz
Florida
$1.69M -$78.3K -1,110 -4%
IFWM
497
Institute for Wealth Management
Colorado
$1.68M -$134K -1,907 -7%
MWA
498
Meridian Wealth Advisors
Texas
$1.66M +$3.38K +48 +0.2%
TFGT
499
TS Financial Group (TSFG)
Illinois
$1.66M +$83.3K +1,182 +5%
BC
500
Bowman & Company
Wisconsin
$1.65M -$275K -3,900 -14%
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