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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 %
MGWM
576
Marks Group Wealth Management
Minnesota
$1.4M +$411 +6 +0%
HCP
577
Holt Capital Partners
Texas
$1.39M – – –
CPIA
578
Cornell Pochily Investment Advisors
New York
$1.39M -$457K -6,681 -25%
KWM
579
Kaydan Wealth Management
Michigan
$1.37M -$32K -468 -2%
MCC
580
Money Concepts Capital
Florida
$1.37M +$8.48K +124 +0.6%
PCH
581
PGIM Custom Harvest
New Jersey
$1.37M +$1.1M +16,102 +416%
CWM
582
Centurion Wealth Management
Virginia
$1.36M +$777K +11,360 +132%
FWP
583
Firethorn Wealth Partners
Georgia
$1.36M +$1.36M +19,898 New
CWM
584
Cornerstone Wealth Management
Missouri
$1.36M -$7.73K -113 -0.6%
MLA
585
My Legacy Advisors
Oregon
$1.36M +$1.1M +16,016 +429%
PTC
586
Private Trust Company
Ohio
$1.36M +$261K +3,808 +24%
MSWM
587
McGlone Suttner Wealth Management
Wisconsin
$1.35M -$302K -4,419 -18%
BWM
588
Baystate Wealth Management
Massachusetts
$1.35M +$1.24M +18,189 +1,167%
BFAG
589
Blackston Financial Advisory Group
Florida
$1.34M -$135K -1,967 -9%
BFEC
590
Benjamin F. Edwards & Company
Missouri
$1.33M +$305K +4,465 +30%
LA
591
Lane & Associates
New Jersey
$1.33M +$90.3K +1,320 +7%
AIS
592
American Investment Services
Massachusetts
$1.32M +$48.9K +714 +4%
GC
593
Guidance Capital
Kentucky
$1.31M -$7.6K -112 -0.6%
HCM
594
Highview Capital Management
Illinois
$1.3M +$47.9K +700 +4%
DE
595
Day & Ennis
Georgia
$1.29M +$1.29M +18,821 New
MG
596
Mather Group
Illinois
$1.28M +$285K +4,162 +28%
PPW
597
PACK Private Wealth
Minnesota
$1.28M -$4.88K -71 -0.4%
T
598
TRUADVICE
Florida
$1.27M -$356K -5,035 -22%
MYIA
599
Mount Yale Investment Advisors
Colorado
$1.27M +$1.27M +18,600 New
SDWMA
600
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.27M – – –
22 23
24
25 26