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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 %
SHA
701
Seneca House Advisors
Virginia
$771K -$1.2K -17 -0.2%
FWCM
702
Ferguson Wellman Capital Management
Oregon
$759K -$2.47K -35 -0.3%
CIAS
703
CFS Investment Advisory Services
New Jersey
$757K +$757K +10,747 New
MWM
704
Meridian Wealth Management
Kentucky
$755K -$2.89M -40,959 -79%
AWM
705
Atticus Wealth Management
Florida
$750K +$141 +2 +0%
EWM
706
Empirical Wealth Management
Washington
$749K +$13.5K +192 +2%
PS
707
Planned Solutions
California
$739K +$72.4K +1,027 +11%
Squarepoint
708
Squarepoint
New York
$739K +$739K +10,482 New
SWM
709
Stockman Wealth Management
Montana
$738K – – –
AIA
710
Arbor Investment Advisors
North Carolina
$727K – – –
4WM
711
4J Wealth Management
Virginia
$726K -$20.4K -290 -3%
MA
712
MONECO Advisors
Connecticut
$726K +$987 +14 +0.1%
MW
713
Marcum Wealth
Ohio
$725K -$191K -2,708 -21%
PSF
714
Pacific Sun Financial
California
$724K +$724K +11,339 New
MA
715
MCF Advisors
Kentucky
$724K – – –
SBH
716
Segall Bryant & Hamill
Illinois
$717K +$125K +1,777 +21%
SWA
717
Sutton Wealth Advisors
Florida
$713K – – –
SWM
718
Solano Wealth Management
California
$712K -$70.5K -1,000 -9%
RDFA
719
Ritter Daniher Financial Advisory
Ohio
$712K +$118K +1,677 +20%
GSEP
720
Golden State Equity Partners
California
$711K +$711K +10,085 New
OC
721
Oakworth Capital
Alabama
$710K +$33.8K +479 +5%
SIC
722
Sigma Investment Counselors
Michigan
$710K -$56.2K -798 -7%
FRA
723
Front Row Advisors
California
$709K +$2.11K +30 +0.3%
KW
724
KWB Wealth
California
$709K -$5.64K -80 -0.8%
BONH
725
Bank of New Hampshire
New Hampshire
$707K – – –
27 28
29
30 31