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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 %
SIA
501
Schechter Investment Advisors
Michigan
$1.93M +$133K +1,941 +7%
NB
502
Northwest Bancshares
Pennsylvania
$1.92M -$54.2K -792 -3%
CSPIA
503
Cary Street Partners Investment Advisory
Virginia
$1.92M -$18.6K -272 -1%
EAM
504
Evanson Asset Management
California
$1.92M – – –
PFS
505
Prospera Financial Services
Texas
$1.91M -$50K -730 -3%
RhumbLine Advisers
506
RhumbLine Advisers
Massachusetts
$1.91M – – –
FNBSF
507
First National Bank Sioux Falls
South Dakota
$1.9M +$1.9M +27,809 New
TPWA
508
TRUE Private Wealth Advisors
Oregon
$1.9M +$559K +8,166 +42%
BHWM
509
Bay Harbor Wealth Management
Maryland
$1.88M +$1.88M +27,393 New
DL
510
DOHJ LLC
Washington
$1.86M +$593K +8,625 +47%
RPC
511
Rossmore Private Capital
Connecticut
$1.86M +$82.1K +1,200 +5%
KFAA
512
Klaas Financial Asset Advisors
Illinois
$1.85M -$11.6K -169 -0.6%
PF
513
Prosperitas Financial
California
$1.85M +$1.85M +26,986 New
KFA
514
Kapstone Financial Advisors
Ohio
$1.84M +$9.51K +139 +0.5%
CG
515
Corundum Group
Colorado
$1.84M -$182K -2,660 -9%
SB
516
Strategic Blueprint
Georgia
$1.83M +$984K +14,375 +116%
MFS
517
Madrona Financial Services
Washington
$1.83M +$1.83M +26,713 New
WWC
518
Waypoint Wealth Counsel
Georgia
$1.82M -$122K -1,779 -6%
IFWM
519
Institute for Wealth Management
Colorado
$1.82M +$186K +2,725 +11%
CWM
520
CCG Wealth Management
California
$1.82M – – –
KF
521
Krilogy Financial
Missouri
$1.81M – – –
USAA
522
United Services Automobile Association
Texas
$1.81M – – –
WF
523
Williams Financial
Vermont
$1.81M +$1.17M +17,090 +184%
Renaissance Technologies
524
Renaissance Technologies
New York
$1.81M +$1.23M +18,000 +214%
MBT
525
Montecito Bank & Trust
California
$1.8M +$3.7K +54 +0.2%
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