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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 %
GT
551
Glenview Trust
Kentucky
$1.58M +$330K +4,820 +26%
JSL
552
JT Stratford LLC
Georgia
$1.58M -$308K -4,495 -16%
SWM
553
SigFig Wealth Management
California
$1.57M +$1.57M +22,980 New
TFGT
554
TS Financial Group (TSFG)
Illinois
$1.57M -$34.1K -499 -2%
BBHC
555
Brown Brothers Harriman & Co
New York
$1.56M +$16.4K +240 +1%
AA
556
Alesco Advisors
New York
$1.55M – – –
WH
557
Whitcomb & Hess
Ohio
$1.55M -$37.4K -547 -2%
FFM
558
Forum Financial Management
Illinois
$1.54M – – –
AF
559
Alerus Financial
North Dakota
$1.54M – – –
BP
560
Ballentine Partners
Massachusetts
$1.53M – – –
CFS
561
Commonwealth Financial Services
West Virginia
$1.53M +$1.53M +22,296 New
ULWM
562
Upper Left Wealth Management
Florida
$1.49M -$1.75M -25,577 -54%
B
563
Bensler
Washington
$1.48M +$3.08K +45 +0.2%
PFG
564
Pinnacle Financial Group
Illinois
$1.45M – – –
LL
565
LPWM LLC
Minnesota
$1.45M +$315K +4,582 +28%
KV
566
Kickstand Ventures
New York
$1.44M +$1.44M +21,034 New
E
567
ETFidea
New York
$1.44M – – –
FCB
568
First County Bank
Connecticut
$1.43M +$133K +1,951 +10%
KFP
569
KMG Fiduciary Partners
Ohio
$1.43M – – –
LNC
570
Lincoln National Corp
Pennsylvania
$1.42M +$85.1K +1,244 +6%
MSWMA
571
Market Street Wealth Management Advisors
Indiana
$1.42M +$135K +1,967 +10%
SFG
572
Summit Financial Group
West Virginia
$1.41M – – –
BFS
573
Bradley Foster & Sargent
Connecticut
$1.41M – – –
ITB
574
Idaho Trust Bank
Idaho
$1.41M +$27.4K +400 +2%
ACM
575
Advisors Capital Management
New Jersey
$1.41M +$14.2K +207 +1%
21 22
23
24 25