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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$854M
2
BFG
2
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
3
US Bancorp
Minnesota
$201M
4
CWM
4
Calamos Wealth Management
Illinois
$52.9M
5
IA
5
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B
2
CIA
2
Choate Investment Advisors
Massachusetts
$2.09M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$86.9M
4
APWM
4
Atlas Private Wealth Management
New York
$2.72M
5
MMA
5
Miracle Mile Advisors
California
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
51
Stegner Investment Associates
Kentucky
$46.5M 723,960 -7,299 -1%
AT
52
Arvest Trust
Oklahoma
$44.7M 700,068 -39,691 -5%
SAF
53
Smith Anglin Financial
Texas
$44.4M 694,608 +59,735 +9%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$44M 688,537 -5,780 -0.8%
FHB
55
First Hawaiian Bank
Hawaii
$42.1M 658,685 -2,212 -0.3%
MGIA
56
Moneta Group Investment Advisors
Missouri
$41M 641,211 +161,871 +34%
SCM
57
SCS Capital Management
Massachusetts
$40.7M 637,346 -61,252 -9%
PWM
58
Praetorian Wealth Management
California
$38.7M 605,723 +30,901 +5%
EWA
59
EP Wealth Advisors
California
$37.1M 90,264 -20,895 -19%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$36.8M 576,393 +24,780 +4%
1IA
61
1834 Investment Advisors
Wisconsin
$36M 563,525 -4,997 -0.9%
TFA
62
Triad Financial Advisors
North Carolina
$35.2M 550,219 +27,452 +5%
CA
63
Cetera Advisors
Colorado
$34.3M 536,716 +786 +0.1%
UCFA
64
United Capital Financial Advisors
Texas
$34.1M 533,303 -38,087 -7%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$34M 532,905 -118,807 -18%
AIP
66
Ameritas Investment Partners
Nebraska
$33.4M 522,287 -10,061 -2%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$33M 516,819 +73,925 +17%
NSIM
68
North Star Investment Management
Illinois
$32.3M 506,235 +8,049 +2%
BFPW
69
BOK Financial Private Wealth
Colorado
$32.1M 501,931 -53,996 -10%
Financial Engines Advisors
70
Financial Engines Advisors
California
$31.7M 495,551 -107,278 -18%
Creative Planning
71
Creative Planning
Kansas
$31.4M 491,459 -13,133 -3%
CWM
72
Connecticut Wealth Management
Connecticut
$31.2M 488,792 +66 +0%
Northern Trust
73
Northern Trust
Illinois
$31.1M 486,813 +1,070 +0.2%
GT
74
Greenleaf Trust
Michigan
$30.5M 477,200 -7,867 -2%
PFM
75
Parsec Financial Management
North Carolina
$29.7M 465,413 +26,026 +6%
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