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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
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.45B
4
UFF
USA Financial Formulas
Michigan
$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
$79.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$966M
2
HNB
Huntington National Bank
Ohio
$180M
3
Ameriprise
Ameriprise
Minnesota
$535M
4
Osaic Holdings
Osaic Holdings
Arizona
$291M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
501
Strategic Blueprint
Georgia
$2.37M +$358K +4,764 +18%
CF
502
Corrigan Financial
Rhode Island
$2.37M -$9.16K -122 -0.4%
SWA
503
Strategies Wealth Advisors
Michigan
$2.35M +$3.08K +41 +0.1%
BWM
504
Baron Wealth Management
Michigan
$2.35M +$13K +173 +0.6%
SL
505
SWMG LLC
Texas
$2.34M +$25.6K +341 +1%
CF
506
Centaurus Financial
California
$2.33M -$1.49M -19,809 -39%
MFS
507
Madrona Financial Services
Washington
$2.33M +$320K +4,263 +16%
RRA
508
Round Rock Advisors
Connecticut
$2.32M +$17.1K +228 +0.7%
MWM
509
Mattern Wealth Management
Kansas
$2.29M +$91.6K +1,220 +4%
FFWA
510
Forthright Family Wealth Advisory
Texas
$2.28M +$2.28M +30,300 New
BBWP
511
Beacon Bridge Wealth Partners
Pennsylvania
$2.26M -$2.14M -28,495 -49%
MFIM
512
Mesirow Financial Investment Management
Illinois
$2.25M +$2.25M +164,781 New
RWG
513
Regal Wealth Group
California
$2.25M +$3.64K +50 +0.2%
IFWM
514
Institute for Wealth Management
Colorado
$2.22M +$223K +2,965 +11%
VFA
515
Valeo Financial Advisors
Indiana
$2.18M +$75 +1 +0%
CB
516
Cadence Bank
Mississippi
$2.16M – – –
MGIA
517
Matthew Goff Investment Advisor
Texas
$2.16M -$65K -866 -3%
TWM
518
Tolleson Wealth Management
Texas
$2.15M – – –
FWM
519
Fonville Wealth Management
Virginia
$2.14M +$2.14M +28,541 New
BHWM
520
Bay Harbor Wealth Management
Maryland
$2.14M +$81.6K +1,086 +4%
KFA
521
Kapstone Financial Advisors
Ohio
$2.13M +$14.3K +182 +0.7%
CSPIA
522
Cary Street Partners Investment Advisory
Virginia
$2.13M +$20K +266 +0.9%
B
523
Bailard
California
$2.13M -$71.9K -957 -3%
SIA
524
Schechter Investment Advisors
Michigan
$2.11M -$4.73K -63 -0.2%
EAM
525
Evanson Asset Management
California
$2.11M +$451 +6 +0%
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