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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 %
CA
576
CoreCap Advisors
Michigan
$1.72M +$1.03M +13,724 +148%
EK
577
Evensky & Katz
Florida
$1.71M -$33.9K -451 -2%
AA
578
Alesco Advisors
New York
$1.71M – – –
AF
579
Alerus Financial
North Dakota
$1.69M – – –
BBHC
580
Brown Brothers Harriman & Co
New York
$1.68M -$29.4K -392 -2%
WP
581
WMS Partners
Maryland
$1.68M -$170K -2,265 -9%
1CP
582
17 Capital Partners
Arizona
$1.68M +$1.68M +22,343 New
ULWM
583
Upper Left Wealth Management
Florida
$1.68M +$37.3K +497 +2%
PJWM
584
Philip James Wealth Mangement
Georgia
$1.67M +$1.67M +22,271 New
TFGT
585
TS Financial Group (TSFG)
Illinois
$1.67M -$58.5K -779 -3%
FWP
586
Firethorn Wealth Partners
Georgia
$1.66M +$161K +2,145 +11%
MLA
587
My Legacy Advisors
Oregon
$1.65M +$154K +2,036 +10%
CFO
588
Custos Family Office
Texas
$1.64M +$1.27M +16,875 +341%
LA
589
Lane & Associates
New Jersey
$1.63M +$172K +2,285 +12%
BWM
590
Baystate Wealth Management
Massachusetts
$1.62M +$140K +1,865 +9%
FFM
591
Forum Financial Management
Illinois
$1.62M -$71K -946 -4%
B
592
Bensler
Washington
$1.62M +$1.2K +16 +0.1%
BP
593
Ballentine Partners
Massachusetts
$1.62M -$58.4K -778 -3%
LL
594
LPWM LLC
Minnesota
$1.61M +$74.3K +1,018 +5%
DE
595
Day & Ennis
Georgia
$1.61M +$199K +2,649 +14%
HPC
596
HM Payson & Co
Maine
$1.61M -$147K -1,958 -8%
PTC
597
Private Trust Company
Ohio
$1.61M +$120K +1,599 +8%
PFG
598
Pinnacle Financial Group
Illinois
$1.6M – – –
E
599
ETFidea
New York
$1.59M +$16.9K +225 +1%
KWM
600
Kingsview Wealth Management
Oregon
$1.59M +$309K +4,109 +24%
22 23
24
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