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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 %
HCM
626
Highview Capital Management
Illinois
$1.42M – – –
MG
627
Mather Group
Illinois
$1.42M +$5.71K +76 +0.4%
SDWMA
628
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.4M – – –
MWS
629
Maxwell Wealth Strategies
California
$1.39M +$1.39M +18,562 New
SFC
630
Sprinkle Financial Consultants
Colorado
$1.39M +$1.39M +18,504 New
SVWG
631
Shared Vision Wealth Group
United States
$1.39M +$1.39M +18,462 New
BFS
632
Bradley Foster & Sargent
Connecticut
$1.39M -$113K -1,499 -8%
MIS
633
Morningstar Investment Services
Illinois
$1.38M +$1.03M +13,647 +291%
IWM
634
Iams Wealth Management
Nebraska
$1.38M +$172K +2,294 +14%
MSWMA
635
Market Street Wealth Management Advisors
Indiana
$1.38M -$181K -2,412 -12%
AC
636
AWM Capital
Arizona
$1.37M -$2.25K -30 -0.2%
QCG
637
Quadrant Capital Group
Ohio
$1.36M – – –
ESB
638
Essex Savings Bank
Connecticut
$1.35M – – –
BF
639
Blankinship & Foster
California
$1.35M -$40.7K -542 -3%
GFS
640
GYL Financial Synergies
Connecticut
$1.33M -$47.5K -632 -3%
RBFC
641
Roman Butler Fullerton & Co
Missouri
$1.32M +$844K +10,762 +176%
GC
642
Guidance Capital
Kentucky
$1.32M -$102K -1,383 -7%
TSWM
643
Tyler-Stone Wealth Management
Ohio
$1.32M +$11.5K +153 +0.9%
PPW
644
PACK Private Wealth
Minnesota
$1.31M -$95K -1,265 -7%
FNBTCON
645
First National Bank & Trust Co of Newtown
Pennsylvania
$1.3M – – –
WA
646
Waverly Advisors
Alabama
$1.28M +$4.28K +57 +0.3%
HNWA
647
Henrickson Nauta Wealth Advisors
Michigan
$1.28M +$1.28M +17,082 New
AWE
648
Avidian Wealth Enterprises
Texas
$1.28M +$176K +2,344 +16%
DI
649
DFPG Investments
Utah
$1.28M +$167K +2,277 +15%
S
650
SignatureFD
Georgia
$1.28M -$4.96K -66 -0.4%
24 25
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