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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 %
IIC
626
Integrated Investment Consultants
Michigan
$991K +$846 +12 +0.1%
SFP
627
Sandbox Financial Partners
Maryland
$989K +$15.4K +218 +2%
TF
628
Theory Financial
Colorado
$989K -$65K -922 -6%
AWM
629
Axxcess Wealth Management
California
$988K +$17.7K +251 +2%
MA
630
MKT Advisors
California
$984K – – –
BFM
631
Boston Financial Management
Massachusetts
$976K -$14.1K -200 -1%
BOH
632
Bank of Hawaii
Hawaii
$976K – – –
MCM
633
McDonough Capital Management
Florida
$975K – – –
CB
634
Community Bank
New York
$974K – – –
KCM
635
Kennicott Capital Management
California
$969K +$646K +27,496 +200%
AA
636
Argent Advisors
Louisiana
$960K -$76.9K -1,091 -7%
FIB
637
First Interstate Bank
Montana
$958K – – –
TIA
638
Tiemann Investment Advisors
California
$956K +$38.2K +542 +4%
TWC
639
TD Waterhouse Canada
Ontario, Canada
$950K +$8K +90 +0.8%
CW
640
Connectus Wealth
Ohio
$950K +$282 +4 +0%
USB
641
Union Savings Bank
Connecticut
$950K +$950K +13,075 New
Vanguard Group
642
Vanguard Group
Pennsylvania
$949K +$282K +4,000 +42%
BFG
643
Berger Financial Group
Minnesota
$948K – – –
HIA
644
Harbor Investment Advisory
Maryland
$948K +$735K +10,429 +345%
CFGS
645
Concourse Financial Group Securities
Alabama
$947K +$475K +6,741 +101%
SFS
646
Summit Financial Strategies
Ohio
$945K – – –
WA
647
Wealthstream Advisors
New York
$941K +$941K +13,352 New
TSS
648
Two Sigma Securities
New York
$940K +$650K +9,218 +224%
OAP
649
One Advisory Partners
Kansas
$938K +$938K +13,304 New
FA
650
Fountainhead AM
New Jersey
$938K +$987 +14 +0.1%
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