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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
$1.48B
2
LPL Financial
LPL Financial
California
$527M
3
Osaic Holdings
Osaic Holdings
Arizona
$340M
4
Morgan Stanley
Morgan Stanley
New York
$2.01B
5
Bank of America
Bank of America
North Carolina
$1.18B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$159M
2
WIA
World Investment Advisors
California
$5.79M
3
SCM
SCS Capital Management
Massachusetts
$41.3M
4
PP
Prudential plc
United Kingdom
$33M
5
Stifel Financial
Stifel Financial
Missouri
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
476
TownSquare Capital
Utah
$2.24M +$1.01M +14,821 +83%
Calamos Advisors
477
Calamos Advisors
Illinois
$2.23M +$184K +2,688 +9%
FFA
478
Farther Finance Advisors
California
$2.22M +$1.75M +25,601 +375%
MPCG
479
Matrix Private Capital Group
New York
$2.21M -$4.67K -68 -0.2%
JFG
480
JMG Financial Group
Illinois
$2.2M -$484K -7,073 -18%
BA
481
Bristlecone Advisors
Washington
$2.17M -$68.4K -1,000 -3%
CF
482
Corrigan Financial
Rhode Island
$2.16M +$1.3K +19 +0.1%
RA
483
RFG Advisory
Alabama
$2.15M +$1.57M +22,957 +272%
SWA
484
Strategies Wealth Advisors
Michigan
$2.14M -$85K -1,243 -4%
BWM
485
Baron Wealth Management
Michigan
$2.13M – – –
JWM
486
JGP Wealth Management
Oregon
$2.13M -$107K -1,566 -5%
SL
487
SWMG LLC
Texas
$2.11M +$2.11M +30,860 New
RWG
488
Regal Wealth Group
California
$2.1M -$18.2K -266 -0.9%
RRA
489
Round Rock Advisors
Connecticut
$2.1M -$2.87K -42 -0.1%
D
490
Dentgroup
Louisiana
$2.06M +$305K +4,465 +17%
SCA
491
Southern Capital Advisors
Tennessee
$2.04M -$108K -1,575 -5%
MGIA
492
Matthew Goff Investment Advisor
Texas
$2.02M -$9.58K -140 -0.5%
B
493
Bailard
California
$2.01M -$168K -2,462 -8%
MWM
494
Mattern Wealth Management
Kansas
$2M -$29.4K -430 -1%
CAC
495
Certified Advisory Corp
Florida
$1.99M -$50.6K -740 -2%
VFA
496
Valeo Financial Advisors
Indiana
$1.98M -$14.7K -215 -0.7%
CB
497
Cadence Bank
Mississippi
$1.97M +$33.9K +496 +2%
TWM
498
Tolleson Wealth Management
Texas
$1.97M – – –
AR
499
Apeiron RIA
Texas
$1.96M +$1.96M +28,589 New
EFS
500
Essex Financial Services
Connecticut
$1.95M +$23.3K +340 +1%
18 19
20
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