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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 %
HCMG
701
Howard Capital Management Group
California
$1.14M -$11.3K -150 -1%
WAM
702
Wallington Asset Management
Indiana
$1.13M -$27K -360 -2%
HP
703
Holistic Planning
Texas
$1.13M +$1.13M +15,067 New
OPWM
704
Oxinas Partners Wealth Management
Indiana
$1.13M -$23.5K -313 -2%
RA
705
Riversedge Advisors
Delaware
$1.13M -$50.5K -672 -4%
Bessemer Group
706
Bessemer Group
New Jersey
$1.12M -$47.3K -629 -4%
PIM
707
Progressive Investment Management
Oregon
$1.12M – – –
TWM
708
TMD Wealth Management
Arizona
$1.12M -$207K -2,750 -16%
RIL
709
Rothschild Investment LLC
Illinois
$1.11M -$12.8K -171 -1%
WP
710
Westmount Partners
California
$1.11M +$330K +4,392 +42%
SP
711
Stablepoint Partners
Massachusetts
$1.1M +$1.1M +14,612 New
VVP
712
Venture Visionary Partners
Ohio
$1.09M -$79.2K -1,054 -7%
HPM
713
Hoxton Planning & Management
West Virginia
$1.09M +$45.1K +600 +4%
CA
714
Cornerstone Advisory
Maryland
$1.09M -$7.06K -94 -0.6%
NEPWA
715
New England Private Wealth Advisors
Massachusetts
$1.08M +$1.95K +26 +0.2%
AWM
716
Able Wealth Management
New Jersey
$1.08M +$1.08M +14,359 New
LC
717
LTG Capital
Massachusetts
$1.08M -$25.8K -344 -2%
ES
718
Eagle Strategies
New York
$1.07M -$676 -9 -0.1%
BWP
719
Balboa Wealth Partners
Arizona
$1.07M +$487K +6,485 +83%
ICG
720
InterOcean Capital Group
Tennessee
$1.07M -$126K -1,677 -11%
SW
721
Simplicity Wealth
New Jersey
$1.07M +$234K +3,114 +28%
CIR
722
Clear Investment Research
Georgia
$1.07M +$1.58K +21 +0.1%
CD
723
Chapin Davis
Maryland
$1.06M -$276K -3,672 -21%
BP
724
BBR Partners
New York
$1.06M +$395K +5,257 +59%
BFM
725
Boston Financial Management
Massachusetts
$1.06M +$16.9K +225 +2%
27 28
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