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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 %
ATFA
676
All Terrain Financial Advisors
Minnesota
$837K -$55K -781 -6%
FCA
677
Fortis Capital Advisors
Kansas
$832K +$70.5K +1,000 +9%
LF
678
LifeSteps Financial
California
$829K – – –
FNT
679
First National Trust
Pennsylvania
$828K +$67.9K +963 +9%
FWM
680
Focused Wealth Management
New York
$822K +$70 +1 +0%
MLL
681
Moody Lynn & Lieberson
Massachusetts
$821K – – –
FPW
682
Flagship Private Wealth
Massachusetts
$820K -$15K -213 -2%
TYCC
683
Texas Yale Capital Corp
Florida
$818K – – –
SVWAG
684
Sound View Wealth Advisors Group
Georgia
$811K +$87.3K +1,238 +12%
TTWM
685
TCV Trust & Wealth Management
Virginia
$808K – – –
MMHP
686
Murphy Middleton Hinkle & Parker
Georgia
$805K +$705 +10 +0.1%
CWM
687
C2C Wealth Management
Arizona
$801K +$72 +1 +0%
Empower Advisory Group
688
Empower Advisory Group
Colorado
$800K -$1.13K -16 -0.1%
CA
689
Claro Advisors
Massachusetts
$800K -$220K -3,126 -22%
MMPW
690
Mitchell McLeod Pugh & Williams
Alabama
$798K +$359K +5,088 +82%
MCWS
691
McKinley Carter Wealth Services
West Virginia
$797K +$19K +269 +2%
FPAS
692
Focus Partners Advisor Solutions
Missouri
$797K -$290K -4,115 -27%
JIC
693
Joel Isaacson & Co
New York
$796K +$50.9K +722 +7%
AA
694
Advisory Alpha
Michigan
$796K – – –
BCM
695
Brasada Capital Management
Texas
$794K -$21.8K -310 -3%
HFA
696
High Falls Advisors
New York
$786K +$786K +11,145 New
CWP
697
CFM Wealth Partners
Texas
$782K +$18.9K +268 +2%
AWA
698
Aaron Wealth Advisors
Illinois
$775K – – –
HIM
699
Hanlon Investment Management
New Jersey
$773K +$773K +10,974 New
PCI
700
Planning Center Inc
Illinois
$773K – – –
26 27
28
29 30