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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 %
KAH
576
Kathryn A. Hall
$1.17M – – –
LL
577
LPWM LLC
Minnesota
$1.16M +$229K +3,254 +25%
IA
578
Insight Advisors
Pennsylvania
$1.16M +$74.6K +1,058 +7%
GWM
579
GSB Wealth Management
Connecticut
$1.16M +$107K +1,519 +10%
BA
580
Bellwether Advisors
Nebraska
$1.16M -$9.8K -139 -0.8%
MSA
581
Marino Stram & Associates
Massachusetts
$1.16M -$22.6K -321 -2%
FPFS
582
First Personal Financial Services
North Carolina
$1.16M -$46.8K -664 -4%
WB
583
WesBanco Bank
West Virginia
$1.14M -$17.2K -244 -1%
IWA
584
Inspirion Wealth Advisors
Illinois
$1.13M -$14.6K -207 -1%
RA
585
Riversedge Advisors
Delaware
$1.13M -$102K -1,452 -8%
PTC
586
Private Trust Company
Ohio
$1.13M -$62.7K -889 -5%
IAIM
587
International Assets Investment Management
Florida
$1.13M +$6.34K +90 +0.6%
ICG
588
InterOcean Capital Group
Tennessee
$1.12M -$7.54K -107 -0.7%
CTC
589
Central Trust Company
Missouri
$1.12M – – –
PAMG
590
Patton Albertson Miller Group
Tennessee
$1.11M -$15.6K -222 -1%
ACI
591
Alpha Cubed Investments
California
$1.11M -$147K -2,079 -12%
BAG
592
Briggs Advisory Group
Rhode Island
$1.11M – – –
VVP
593
Venture Visionary Partners
Ohio
$1.11M -$28.1K -398 -2%
OWA
594
One Wealth Advisors
California
$1.11M +$1.11M +15,681 New
KIG
595
Kessler Investment Group
Indiana
$1.1M -$11.1K -158 -1%
CC
596
Cadinha & Co
Hawaii
$1.1M -$22.7K -322 -2%
BIM
597
Bridges Investment Management
Nebraska
$1.1M -$14.1K -200 -1%
LA
598
Legacy Advisors
Pennsylvania
$1.1M – – –
RW
599
REDW Wealth
New Mexico
$1.1M – – –
HCMG
600
Howard Capital Management Group
California
$1.09M -$4.58K -65 -0.4%
22 23
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