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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 %
SAW
601
Signal Advisors Wealth
Michigan
$1.58M +$1.58M +21,093 New
KFP
602
KMG Fiduciary Partners
Ohio
$1.56M – – –
HIA
603
Harbor Investment Advisory
Maryland
$1.56M +$519K +6,908 +50%
FCB
604
First County Bank
Connecticut
$1.55M -$18.1K -241 -1%
SFG
605
Summit Financial Group
West Virginia
$1.55M – – –
NCM
606
Novare Capital Management
North Carolina
$1.54M -$390K -5,196 -20%
MGWM
607
Marks Group Wealth Management
Minnesota
$1.54M +$526 +7 +0%
PMG
608
ProVise Management Group
Florida
$1.53M +$170K +2,263 +12%
TVM
609
True Vision MN
Minnesota
$1.53M +$1.53M +20,315 New
CWM
610
Cornerstone Wealth Management
Missouri
$1.52M +$29K +386 +2%
HSA
611
HBK Sorce Advisory
Pennsylvania
$1.52M +$252K +3,360 +20%
HCP
612
Holt Capital Partners
Texas
$1.52M -$7.51K -100 -0.5%
CAM
613
Concorde Asset Management
Michigan
$1.52M +$189K +1,752 +14%
CWM
614
Centurion Wealth Management
Virginia
$1.5M +$7.06K +94 +0.5%
KWM
615
Kaydan Wealth Management
Michigan
$1.49M -$12.8K -170 -0.8%
D
616
Dentgroup
Louisiana
$1.49M -$773K -10,289 -34%
CWC
617
Carolinas Wealth Consulting
North Carolina
$1.48M +$62.3K +830 +4%
PCH
618
PGIM Custom Harvest
New Jersey
$1.47M -$31.4K -418 -2%
MSWM
619
McGlone Suttner Wealth Management
Wisconsin
$1.46M -$27.4K -365 -2%
CPIA
620
Cornell Pochily Investment Advisors
New York
$1.46M -$65.2K -868 -4%
CWS
621
Confluence Wealth Services
Pennsylvania
$1.44M +$355K +4,728 +33%
FCAS
622
First Command Advisory Services
Texas
$1.44M +$520K +6,919 +57%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$1.43M -$24.9K -332 -2%
WA
624
WESPAC Advisors
California
$1.43M +$1.43M +19,058 New
AIS
625
American Investment Services
Massachusetts
$1.43M -$20.3K -270 -1%
23 24
25
26 27