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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
+$2.25B
2
Goldman Sachs
Goldman Sachs
New York
+$286M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$194M
4
UFF
USA Financial Formulas
Michigan
+$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
+$44.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$384M
2
HNB
Huntington National Bank
Ohio
-$159M
3
Ameriprise
Ameriprise
Minnesota
-$145M
4
Osaic Holdings
Osaic Holdings
Arizona
-$82.3M
5
PP
Prudential plc
United Kingdom
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
526
Turtle Creek Wealth Advisors
Texas
$2.1M +$2.1M +28,006 New
CAC
527
Certified Advisory Corp
Florida
$2.1M -$91.1K -1,213 -4%
RhumbLine Advisers
528
RhumbLine Advisers
Massachusetts
$2.09M – – –
FNBSF
529
First National Bank Sioux Falls
South Dakota
$2.09M – – –
ACM
530
Advisors Capital Management
New Jersey
$2.08M +$538K +7,169 +35%
PF
531
Prosperitas Financial
California
$2.07M +$47.2K +628 +2%
TPWA
532
TRUE Private Wealth Advisors
Oregon
$2.05M -$31K -413 -1%
RPC
533
Rossmore Private Capital
Connecticut
$2.04M – – –
AssetMark Inc
534
AssetMark Inc
California
$2.04M +$242K +3,219 +13%
FWTB
535
First Western Trust Bank
Colorado
$2.03M +$115K +1,535 +6%
CG
536
Corundum Group
Colorado
$2.02M – – –
WWC
537
Waypoint Wealth Counsel
Georgia
$2.01M +$13.5K +180 +0.7%
HIS
538
Harvest Investment Services
Illinois
$2.01M +$36.5K +486 +2%
LNC
539
Lincoln National Corp
Pennsylvania
$2M +$441K +5,872 +28%
WF
540
Williams Financial
Vermont
$2M +$13.3K +177 +0.7%
CWM
541
CCG Wealth Management
California
$1.99M -$1.58K -21 -0.1%
USAA
542
United Services Automobile Association
Texas
$1.98M – – –
BCG
543
Breakwater Capital Group
New Jersey
$1.97M +$602K +7,747 +44%
IB
544
Intrust Bank
Kansas
$1.97M +$62.6K +834 +3%
MBT
545
Montecito Bank & Trust
California
$1.97M – – –
PFA
546
Pathway Financial Advisors
Vermont
$1.97M – – –
PFS
547
Prospera Financial Services
Texas
$1.97M -$127K -1,690 -6%
NB
548
Northwest Bancshares
Pennsylvania
$1.96M -$156K -2,071 -7%
KFI
549
Key Financial Inc
Pennsylvania
$1.95M -$10.8K -144 -0.6%
RIS
550
Retirement Income Solutions
Michigan
$1.95M – – –
20 21
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