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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
+$54.6M
2
PP
Prudential plc
United Kingdom
+$54.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.5M
4
SEM
Strategic Equity Management
Arizona
+$38.2M
5
MWM
Modera Wealth Management
New Jersey
+$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$247M
2
EWA
EP Wealth Advisors
California
-$162M
3
HNB
Huntington National Bank
Ohio
-$153M
4
MMA
Miracle Mile Advisors
California
-$42.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
551
McNaughton Wealth Management
California
$1.29M -$74K -1,050 -5%
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$1.28M -$20.9K -296 -2%
LA
553
Lane & Associates
New Jersey
$1.27M +$38.6K +547 +3%
ESB
554
Essex Savings Bank
Connecticut
$1.27M – – –
TC
555
TownSquare Capital
Utah
$1.27M +$274K +3,888 +28%
PMG
556
ProVise Management Group
Florida
$1.26M -$14K -198 -1%
SW
557
SVB Wealth
Massachusetts
$1.25M -$696K -9,871 -36%
CD
558
Chapin Davis
Maryland
$1.25M +$12.5K +178 +1%
TWM
559
TMD Wealth Management
Arizona
$1.24M – – –
HIS
560
Harvest Investment Services
Illinois
$1.24M +$1.24M +17,624 New
TSWM
561
Tyler-Stone Wealth Management
Ohio
$1.23M +$1.23M +17,430 New
NLP
562
Next Level Private
New York
$1.23M -$4.38K -63 -0.4%
MCM
563
Mattern Capital Management
Colorado
$1.22M +$14.4K +205 +1%
OAM
564
Oppenheimer Asset Management
New York
$1.22M -$153K -2,177 -11%
DWMS
565
Dominguez Wealth Management Solutions
Virginia
$1.22M -$12.2K -173 -1%
BOS
566
Bank of Stockton
California
$1.21M +$233K +3,306 +24%
WPC
567
White Pine Capital
Minnesota
$1.21M +$173K +2,457 +17%
WA
568
Waverly Advisors
Alabama
$1.21M +$304K +4,309 +34%
HSA
569
HBK Sorce Advisory
Pennsylvania
$1.2M +$17.1K +243 +1%
FA
570
Fiduciary Alliance
South Carolina
$1.19M +$69.8K +991 +6%
BSWA
571
Bromfield Sneider Wealth Advisors
Massachusetts
$1.19M – – –
NCM
572
Novare Capital Management
North Carolina
$1.18M +$379K +5,375 +47%
S
573
SignatureFD
Georgia
$1.17M +$138K +1,954 +13%
NWA
574
Navis Wealth Advisors
New York
$1.17M +$2.33K +33 +0.2%
CAG
575
Crestwood Advisors Group
Massachusetts
$1.17M +$53.6K +760 +5%
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