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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.59%
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
Morgan Stanley
New York
+$2.25B
2
Goldman Sachs
Goldman Sachs
New York
+$286M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$194M
4
UFF
USA Financial Formulas
Michigan
+$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
+$44.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$384M
2
HNB
Huntington National Bank
Ohio
-$159M
3
Ameriprise
Ameriprise
Minnesota
-$145M
4
Osaic Holdings
Osaic Holdings
Arizona
-$82.3M
5
PP
Prudential plc
United Kingdom
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
476
Sowell Financial Services
Arkansas
$2.7M -$110K -1,464 -4%
LC
477
Lindbrook Capital
California
$2.68M +$30K +400 +1%
SCI
478
S&CO Inc
Massachusetts
$2.67M – – –
RWMG
479
Redwood Wealth Management Group
New Jersey
$2.65M -$3.38K -45 -0.1%
HTC
480
Haverford Trust Company
Pennsylvania
$2.64M -$691K -9,205 -21%
KV
481
Kickstand Ventures
New York
$2.64M +$1.06M +14,099 +67%
ARC
482
Advisor Resource Council
Texas
$2.64M +$2.64M +35,119 New
SCA
483
Southern Capital Advisors
Tennessee
$2.63M +$399K +5,312 +18%
CIS
484
Custom Index Systems
New York
$2.62M +$2.62M +34,891 New
MWM
485
Mosley Wealth Management
California
$2.59M +$2.59M +34,534 New
KBFS
486
Kohmann Bosshard Financial Services
Ohio
$2.59M – – –
RA
487
RFG Advisory
Alabama
$2.57M +$210K +2,794 +9%
PA
488
Parallel Advisors
California
$2.55M -$8.64K -115 -0.3%
MA
489
MBA Advisors
Pennsylvania
$2.54M -$23.9K -318 -0.9%
SLT
490
St Louis Trust
Missouri
$2.52M – – –
OWMIAS
491
One Wealth Management Investment & Advisory Services
Florida
$2.5M +$2.5M +33,337 New
SWM
492
StoneCrest Wealth Management
Arizona
$2.5M +$2.5M +33,257 New
C
493
Croban
Ohio
$2.48M +$2.48M +24,453 New
MPCG
494
Matrix Private Capital Group
New York
$2.48M +$67.6K +900 +3%
PCA
495
Pallas Capital Advisors
Massachusetts
$2.45M -$138K -1,844 -5%
SIA
496
Sage Investment Advisers
New York
$2.44M +$635K +8,452 +35%
PWM
497
Perigon Wealth Management
California
$2.42M +$502K +6,687 +26%
AR
498
Apeiron RIA
Texas
$2.41M +$259K +3,445 +12%
TWP
499
Tempus Wealth Planning
California
$2.4M +$2.4M +31,924 New
BA
500
Bristlecone Advisors
Washington
$2.38M -$3.53K -47 -0.1%
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