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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.

Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
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
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.45B
4
MWA
4
Midland Wealth Advisors
Illinois
$100M
5
MWM
5
Modern Wealth Management
Kansas
$67.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$966M
2
Ameriprise
2
Ameriprise
Minnesota
$535M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$291M
4
PP
4
Prudential plc
United Kingdom
$0
5
CA
5
Clearstead Advisors
Ohio
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
UFF
51
USA Financial Formulas
Michigan
$64.2M 855,439 +855,439 New
MGIA
52
Moneta Group Investment Advisors
Missouri
$63.8M 848,907 -4,161 -0.5%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$63.6M 847,249 -15,863 -2%
KeyBank National Association
54
KeyBank National Association
Ohio
$62.4M 831,424 +38,387 +5%
VA
55
Valmark Advisers
Ohio
$62.3M 829,579 -37,889 -4%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$59.8M 796,417 -13,360 -2%
EH
57
Equitable Holdings
New York
$59.8M 795,756 +12,351 +2%
MWM
58
Modera Wealth Management
New Jersey
$59.3M 789,286 -10,533 -1%
SCM
59
SCS Capital Management
Massachusetts
$59.2M 788,053 +186,432 +31%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$53.1M 703,843 +36,758 +6%
PWM
61
Praetorian Wealth Management
California
$53M 706,258 +39,183 +6%
FIA
62
Foundations Investment Advisors
Arizona
$53M 676,020 +58,816 +10%
SIA
63
Stegner Investment Associates
Kentucky
$51.3M 683,426 -13,753 -2%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$51.2M 682,000 +262,300 +62%
Charles Schwab
65
Charles Schwab
California
$50.9M 677,391 -60,125 -8%
AT
66
Arvest Trust
Oklahoma
$49.4M 658,035 -14,222 -2%
FHB
67
First Hawaiian Bank
Hawaii
$47.4M 631,366 -12,239 -2%
Northern Trust
68
Northern Trust
Illinois
$45.1M 600,846 +13,890 +2%
AF
69
Allworth Financial
California
$44.8M 597,013 -50,874 -8%
SWM
70
SilverOak Wealth Management
Minnesota
$44.4M 590,996 +590,996 New
CAN
71
Cetera Advisor Networks
California
$44.1M 586,946 +22,416 +4%
UCFA
72
United Capital Financial Advisors
Texas
$44M 585,224 +166,048 +40%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$42.2M 561,844 -34,351 -6%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$41.9M 557,365 -34,815 -6%
1IA
75
1834 Investment Advisors
Wisconsin
$40.1M 534,167 -6,397 -1%
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3
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