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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 %
MWM
651
McNaughton Wealth Management
California
$1.28M -$80.1K -1,067 -6%
FCBT
652
First Citizens Bank & Trust
North Carolina
$1.28M -$12.8K -171 -1%
QCM
653
Quantinno Capital Management
New York
$1.28M +$502K +6,690 +65%
NWA
654
Navis Wealth Advisors
New York
$1.27M +$15.1K +201 +1%
NLP
655
Next Level Private
New York
$1.26M -$63K -839 -5%
MCC
656
Money Concepts Capital
Florida
$1.26M -$245K -3,266 -16%
PA
657
PFG Advisors
Arizona
$1.26M +$333K +4,429 +36%
HIM
658
Hanlon Investment Management
New Jersey
$1.26M +$112K +1,497 +10%
GWM
659
GSB Wealth Management
Connecticut
$1.26M +$5.03K +67 +0.4%
AWA
660
Alta Wealth Advisors
Massachusetts
$1.25M +$529K +7,048 +73%
CTC
661
Central Trust Company
Missouri
$1.25M +$51.5K +686 +4%
IA
662
Insight Advisors
Pennsylvania
$1.25M -$4.21K -56 -0.3%
KAH
663
Kathryn A. Hall
$1.24M – – –
AWA
664
Arete Wealth Advisors
Illinois
$1.24M +$754K +10,041 +155%
QPWM
665
Quadrant Private Wealth Management
Pennsylvania
$1.24M +$198K +2,630 +19%
CAG
666
Crestwood Advisors Group
Massachusetts
$1.24M +$8.11K +108 +0.7%
AWM
667
Axxcess Wealth Management
California
$1.23M +$1.58K +21 +0.1%
FA
668
Fiduciary Alliance
South Carolina
$1.23M +$30.4K +405 +3%
OAM
669
Oppenheimer Asset Management
New York
$1.22M -$68.3K -909 -5%
TCA
670
Transcend Capital Advisors
New Jersey
$1.22M -$1.13K -15 -0.1%
SPAS
671
Spectrum Planning & Advisory Services
California
$1.22M +$27.2K +362 +2%
BA
672
Bellwether Advisors
Nebraska
$1.21M -$19.4K -258 -2%
WPC
673
White Pine Capital
Minnesota
$1.2M +$22.2K +295 +2%
YIH
674
Y-Intercept (HK)
Hong Kong
$1.2M +$1.2M +15,999 New
ACI
675
Alpha Cubed Investments
California
$1.2M +$7.51K +100 +0.6%
25 26
27
28 29