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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
2
BFG
Barber Financial Group
Kansas
+$56.3M
3
US Bancorp
US Bancorp
Minnesota
+$50.1M
4
CWM
Calamos Wealth Management
Illinois
+$49M
5
IA
IFP Advisors
Florida
+$41.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$384M
2
CIA
Choate Investment Advisors
Massachusetts
-$195M
3
HNB
Huntington National Bank
Ohio
-$132M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$72M
5
APWM
Atlas Private Wealth Management
New York
-$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
526
Essex Savings Bank
Connecticut
$1.15M -$211K -3,305 -16%
RIA
527
Regal Investment Advisors
Michigan
$1.14M +$34.1K +534 +3%
ACI
528
Alpha Cubed Investments
California
$1.14M +$106K +1,659 +10%
NLP
529
Next Level Private
New York
$1.13M -$22.8K -357 -2%
TWM
530
TMD Wealth Management
Arizona
$1.13M -$913K -14,294 -45%
MFA
531
Mayflower Financial Advisors
Massachusetts
$1.12M +$145K +2,274 +15%
RWA
532
Ropes Wealth Advisors
Massachusetts
$1.12M +$511 +8 +0%
CD
533
Chapin Davis
Maryland
$1.12M +$103K +1,610 +10%
CWM
534
Cornerstone Wealth Management
Missouri
$1.12M +$1.12M +17,518 New
LA
535
Lane & Associates
New Jersey
$1.12M -$10.6K -166 -0.9%
DWMS
536
Dominguez Wealth Management Solutions
Virginia
$1.12M -$19K -297 -2%
RA
537
Riversedge Advisors
Delaware
$1.12M +$249K +3,898 +29%
KFI
538
Key Financial Inc
Pennsylvania
$1.11M +$56.2K +880 +5%
LNC
539
Lincoln National Corp
Pennsylvania
$1.1M +$154K +2,413 +16%
MCM
540
Mattern Capital Management
Colorado
$1.1M -$20.2K -316 -2%
FPFS
541
First Personal Financial Services
North Carolina
$1.09M -$57.8K -904 -5%
AIS
542
American Investment Services
Massachusetts
$1.09M – – –
CA
543
Continuum Advisory
Idaho
$1.09M -$44K -688 -4%
VC
544
Veracity Capital
Georgia
$1.08M +$10.2K +160 +1%
OPA
545
Old Port Advisors
Maine
$1.08M -$239K -3,729 -18%
PTC
546
Private Trust Company
Ohio
$1.08M -$5.11K -80 -0.5%
BSWA
547
Bromfield Sneider Wealth Advisors
Massachusetts
$1.08M – – –
MSA
548
Marino Stram & Associates
Massachusetts
$1.07M -$277K -4,329 -20%
HSA
549
HBK Sorce Advisory
Pennsylvania
$1.07M -$1.3M -20,399 -55%
BA
550
Bellwether Advisors
Nebraska
$1.06M -$119K -1,859 -10%
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