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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 %
RWP
676
RWA Wealth Partners
Massachusetts
$1.2M +$1.2M +15,990 New
FPFS
677
First Personal Financial Services
North Carolina
$1.2M -$22.2K -296 -2%
VC
678
Veracity Capital
Georgia
$1.19M -$34.7K -462 -3%
KIG
679
Kessler Investment Group
Indiana
$1.19M +$9.69K +129 +0.8%
CW
680
Connectus Wealth
Ohio
$1.19M +$212K +2,819 +22%
PAMG
681
Patton Albertson Miller Group
Tennessee
$1.18M – – –
MSA
682
Marino Stram & Associates
Massachusetts
$1.18M -$57.8K -770 -5%
IWA
683
Inspirion Wealth Advisors
Illinois
$1.18M -$7.83K -106 -0.7%
FRA
684
FFG Retirement Advisors
Colorado
$1.18M -$3K -40 -0.3%
DWMS
685
Dominguez Wealth Management Solutions
Virginia
$1.18M -$103K -1,368 -8%
DAS
686
Dynamic Advisor Solutions
Arizona
$1.18M +$158K +2,163 +16%
AG
687
Ascent Group
Virginia
$1.17M -$2.01M -24,608 -63%
CC
688
Cadinha & Co
Hawaii
$1.17M – – –
MCM
689
Mattern Capital Management
Colorado
$1.17M -$12.3K -164 -1%
FLPIM
690
F.L. Putnam Investment Management
Massachusetts
$1.17M -$173K -2,300 -13%
LA
691
Legacy Advisors
Pennsylvania
$1.17M – – –
RW
692
REDW Wealth
New Mexico
$1.17M – – –
GCP
693
GSA Capital Partners
United Kingdom
$1.16M +$1.16M +15,500 New
BIM
694
Bridges Investment Management
Nebraska
$1.16M -$8.04K -107 -0.7%
9WM
695
9258 Wealth Management
Ohio
$1.15M +$14.9K +198 +1%
VAM
696
Verity Asset Management
North Carolina
$1.15M -$25.6K -341 -2%
AEPWM
697
Atlantic Edge Private Wealth Management
Florida
$1.15M +$1.15M +15,280 New
BSWA
698
Bromfield Sneider Wealth Advisors
Massachusetts
$1.15M -$63.8K -850 -5%
ITB
699
Idaho Trust Bank
Idaho
$1.14M -$398K -5,300 -26%
CCM
700
Cambridge Capital Management
Illinois
$1.14M +$1.14M +15,225 New
26 27
28
29 30