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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 %
CHC
651
City Holding Co
West Virginia
$938K +$98.6K +1,399 +12%
AIA
652
Arcadia Investment Advisors
Idaho
$935K -$8.95K -127 -0.9%
FCFC
653
First Commonwealth Financial Corp
Pennsylvania
$934K -$147K -2,091 -14%
CPIG
654
Chicago Partners Investment Group
Illinois
$930K +$219K +3,075 +31%
SCM
655
SOL Capital Management
Maryland
$927K -$21.8K -310 -2%
JFA
656
JNBA Financial Advisors
Minnesota
$927K -$31.2K -443 -3%
UCIG
657
Ulrich Consultants & Investment Group
New Mexico
$924K – – –
AT
658
American Trust
Kentucky
$919K +$33.1K +469 +4%
SFG
659
StrategIQ Financial Group
Indiana
$913K +$9.52K +135 +1%
FCFS
660
First Command Financial Services
Texas
$912K – – –
FCB
661
First Command Bank
Texas
$912K – – –
QCG
662
Quadrant Capital Group
Ohio
$908K – – –
WI
663
Wintrust Investments
Illinois
$906K -$82.2K -1,167 -8%
AWA
664
Arete Wealth Advisors
Illinois
$894K -$63.6K -902 -7%
EP
665
Eudaimonia Partners
Tennessee
$892K -$228K -3,237 -20%
BW
666
Bison Wealth
Georgia
$886K +$886K +12,566 New
Koshinski Asset Management
667
Koshinski Asset Management
Illinois
$876K -$76.3K -1,082 -8%
CC
668
Chicago Capital
Illinois
$876K -$55K -780 -6%
WPC
669
Wedmont Private Capital
Pennsylvania
$873K +$873K +12,250 New
SB
670
Strategic Blueprint
Georgia
$873K +$57K +809 +7%
VAM
671
Verity Asset Management
North Carolina
$870K -$172K -2,443 -17%
CFO
672
CVA Family Office
Colorado
$868K – – –
SWM
673
SeaCrest Wealth Management
New York
$858K +$282 +4 +0%
KA
674
Kovack Advisors
Florida
$845K -$677K -9,606 -44%
MPM
675
Meritage Portfolio Management
Kansas
$844K – – –
25 26
27
28 29