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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 %
WH
501
Whitcomb & Hess
Ohio
$1.64M +$5.5K +78 +0.3%
PP
502
Prosperity Planning
Missouri
$1.64M -$32.7K -464 -2%
MFG
503
Magnus Financial Group
New York
$1.63M -$129K -1,835 -7%
T
504
TRUADVICE
Florida
$1.62M -$496K -7,048 -23%
BCI
505
Brinker Capital Investments
Pennsylvania
$1.62M +$582K +8,262 +56%
OPS
506
Orion Portfolio Solutions
Nebraska
$1.62M +$582K +8,262 +56%
AA
507
Alesco Advisors
New York
$1.6M – – –
BBHC
508
Brown Brothers Harriman & Co
New York
$1.59M -$55K -780 -3%
FFM
509
Forum Financial Management
Illinois
$1.59M -$19.5K -277 -1%
AF
510
Alerus Financial
North Dakota
$1.58M – – –
BP
511
Ballentine Partners
Massachusetts
$1.57M -$36.7K -520 -2%
MCM
512
Manchester Capital Management
Vermont
$1.56M -$205K -2,908 -12%
BFO
513
Boston Family Office
Massachusetts
$1.54M +$154K +2,181 +11%
PCA
514
Prosperity Capital Advisors
Ohio
$1.54M +$1.54M +21,845 New
B
515
Bensler
Washington
$1.52M +$423 +6 +0%
BFAG
516
Blackston Financial Advisory Group
Florida
$1.52M +$684K +9,704 +82%
PFG
517
Pinnacle Financial Group
Illinois
$1.5M – – –
E
518
ETFidea
New York
$1.48M +$50.7K +720 +4%
KFP
519
KMG Fiduciary Partners
Ohio
$1.47M – – –
AFG
520
Albion Financial Group
Utah
$1.46M +$942K +13,369 +183%
SFG
521
Summit Financial Group
West Virginia
$1.45M -$5.64K -80 -0.4%
KWM
522
Kaydan Wealth Management
Michigan
$1.45M -$22.8K -323 -2%
MGWM
523
Marks Group Wealth Management
Minnesota
$1.44M +$423 +6 +0%
ACM
524
Advisors Capital Management
New Jersey
$1.43M -$15.3K -217 -1%
HCP
525
Holt Capital Partners
Texas
$1.43M +$14.1K +200 +1%
19 20
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