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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 %
FNBTCON
526
First National Bank & Trust Co of Newtown
Pennsylvania
$1.43M – – –
ITB
527
Idaho Trust Bank
Idaho
$1.42M +$1.42M +20,140 New
BTWM
528
Baker Tilly Wealth Management
Wisconsin
$1.41M -$36.1K -512 -2%
Susquehanna International Group
529
Susquehanna International Group
Pennsylvania
$1.41M +$1.41M +20,047 New
AC
530
AWM Capital
Arizona
$1.41M – – –
CWM
531
Cornerstone Wealth Management
Missouri
$1.41M +$174K +2,468 +14%
BFS
532
Bradley Foster & Sargent
Connecticut
$1.41M +$66.8K +948 +5%
MCC
533
Money Concepts Capital
Florida
$1.4M +$364K +5,161 +35%
FCBT
534
First Citizens Bank & Trust
North Carolina
$1.4M -$112K -1,586 -7%
RIA
535
Regal Investment Advisors
Michigan
$1.39M +$127K +1,799 +10%
TPWA
536
TRUE Private Wealth Advisors
Oregon
$1.38M +$475K +6,736 +52%
LNC
537
Lincoln National Corp
Pennsylvania
$1.38M +$161K +2,283 +13%
GC
538
Guidance Capital
Kentucky
$1.36M +$1.36M +19,368 New
RWA
539
Ropes Wealth Advisors
Massachusetts
$1.35M +$115K +1,626 +9%
FCB
540
First County Bank
Connecticut
$1.33M +$445K +6,312 +50%
MSWMA
541
Market Street Wealth Management Advisors
Indiana
$1.32M -$6.13K -87 -0.5%
PPW
542
PACK Private Wealth
Minnesota
$1.32M -$43K -610 -3%
SDWMA
543
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.31M – – –
AIS
544
American Investment Services
Massachusetts
$1.31M -$9.73K -138 -0.7%
BF
545
Blankinship & Foster
California
$1.3M -$110K -1,561 -8%
DL
546
DOHJ LLC
Washington
$1.3M -$1.58M -22,447 -55%
GFS
547
GYL Financial Synergies
Connecticut
$1.29M +$1.29M +18,350 New
GT
548
Glenview Trust
Kentucky
$1.29M -$13.3K -189 -1%
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M -$84.2K -1,195 -6%
HCM
550
Highview Capital Management
Illinois
$1.29M -$23K -326 -2%
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