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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.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
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
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$52.6M 745,597 -117,852 -14%
SIA
52
Stegner Investment Associates
Kentucky
$50.5M 716,980 -6,980 -1%
AT
53
Arvest Trust
Oklahoma
$49.3M 678,137 -21,931 -3%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$47.9M 678,849 -9,688 -1%
FHB
55
First Hawaiian Bank
Hawaii
$45.9M 650,904 -7,781 -1%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$45.3M 642,174 -402,940 -39%
AF
57
Allworth Financial
California
$44M 624,417 -314,594 -34%
PWM
58
Praetorian Wealth Management
California
$43.1M 611,644 +5,921 +1%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$40.9M 579,789 +3,396 +0.6%
Northern Trust
60
Northern Trust
Illinois
$40.8M 578,761 +91,948 +19%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$39.5M 560,290 +27,385 +5%
TFA
62
Triad Financial Advisors
North Carolina
$39.4M 558,917 +8,698 +2%
SEM
63
Strategic Equity Management
Arizona
$39M 552,693 +542,686 +5,423%
1IA
64
1834 Investment Advisors
Wisconsin
$38.8M 551,017 -12,508 -2%
CA
65
Cetera Advisors
Colorado
$38.4M 545,235 +8,519 +2%
PA
66
Probity Advisors
Texas
$38.3M 543,866 +543,866 New
NSIM
67
North Star Investment Management
Illinois
$36.8M 522,808 +16,573 +3%
UCFA
68
United Capital Financial Advisors
Texas
$35.7M 506,537 -26,766 -5%
BPA
69
Beacon Pointe Advisors
California
$35.7M 505,995 +318,564 +170%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$35.3M 500,515 -16,304 -3%
CWM
71
Connecticut Wealth Management
Connecticut
$34.2M 485,398 -3,394 -0.7%
MML Investors Services
72
MML Investors Services
Massachusetts
$33.8M 479,458 +124,133 +35%
Financial Engines Advisors
73
Financial Engines Advisors
California
$33.7M 478,661 -16,890 -3%
GT
74
Greenleaf Trust
Michigan
$33.5M 475,274 -1,926 -0.4%
AIP
75
Ameritas Investment Partners
Nebraska
$33.2M 470,529 -51,758 -10%
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