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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
+$526M
2
LPL Financial
LPL Financial
California
+$137M
3
Osaic Holdings
Osaic Holdings
Arizona
+$106M
4
Morgan Stanley
Morgan Stanley
New York
+$106M
5
Bank of America
Bank of America
North Carolina
+$85.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$173M
2
WIA
World Investment Advisors
California
-$24M
3
SCM
SCS Capital Management
Massachusetts
-$23.8M
4
PP
Prudential plc
United Kingdom
-$22.8M
5
Stifel Financial
Stifel Financial
Missouri
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
526
Harvest Investment Services
Illinois
$1.8M +$593K +8,663 +49%
PFA
527
Pathway Financial Advisors
Vermont
$1.8M – – –
KFI
528
Key Financial Inc
Pennsylvania
$1.79M – – –
TCBWMS
529
Texas Capital Bank Wealth Management Services
Texas
$1.78M -$1.48M -21,641 -45%
RIS
530
Retirement Income Solutions
Michigan
$1.77M -$36.4K -532 -2%
NCM
531
Novare Capital Management
North Carolina
$1.76M +$614K +8,971 +54%
PWM
532
Perigon Wealth Management
California
$1.75M -$240K -3,512 -12%
FWTB
533
First Western Trust Bank
Colorado
$1.74M – – –
IB
534
Intrust Bank
Kansas
$1.74M – – –
TWM
535
Tradition Wealth Management
Minnesota
$1.74M +$1.15M +16,776 +196%
CIA
536
Choate Investment Advisors
Massachusetts
$1.71M -$202K -2,951 -11%
BFO
537
Boston Family Office
Massachusetts
$1.7M +$197K +2,880 +13%
BWP
538
Bernardo Wealth Planning
Pennsylvania
$1.69M -$52.4K -766 -3%
WP
539
WMS Partners
Maryland
$1.69M -$10.6K -155 -0.6%
IWM
540
IHT Wealth Management
Illinois
$1.67M -$235K -3,439 -12%
MWM
541
Marietta Wealth Management
Georgia
$1.65M – – –
MFG
542
Magnus Financial Group
New York
$1.64M +$55.8K +815 +4%
SIA
543
Sage Investment Advisers
New York
$1.64M -$76K -1,111 -4%
AssetMark Inc
544
AssetMark Inc
California
$1.64M +$1.04M +15,130 +173%
PP
545
Prosperity Planning
Missouri
$1.63M +$41.4K +605 +3%
MCM
546
Manchester Capital Management
Vermont
$1.62M +$105K +1,532 +7%
MWA
547
Meridian Wealth Advisors
Texas
$1.61M – – –
HPC
548
HM Payson & Co
Maine
$1.6M -$82.1K -1,200 -5%
BC
549
Bowman & Company
Wisconsin
$1.6M – – –
EK
550
Evensky & Katz
Florida
$1.59M -$53.2K -778 -3%
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