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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.

New
Increased
Maintained
Reduced
Closed
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
Envestnet Asset Management
Illinois
+$79.4M
2
BFG
Barber Financial Group
Kansas
+$56.3M
3
US Bancorp
US Bancorp
Minnesota
+$50.1M
4
CWM
Calamos Wealth Management
Illinois
+$49M
5
IA
IFP Advisors
Florida
+$41.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$384M
2
CIA
Choate Investment Advisors
Massachusetts
-$195M
3
HNB
Huntington National Bank
Ohio
-$132M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$72M
5
APWM
Atlas Private Wealth Management
New York
-$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAM
726
Manhattan West Asset Management
California
$594K +$162K +2,530 +37%
KW
727
KWB Wealth
California
$593K – – –
CANC
728
Culbertson A N & Co
Virginia
$592K – – –
FA
729
Fermata Advisors
California
$590K -$367K -5,744 -38%
TWM
730
Tradition Wealth Management
Minnesota
$586K -$25.1K -393 -4%
LHC
731
Little House Capital
Massachusetts
$584K – – –
APW
732
Aurora Private Wealth
New Jersey
$581K +$252K +3,942 +76%
KPWG
733
KFA Private Wealth Group
Virginia
$576K -$78.1K -1,222 -12%
SHFP
734
Second Half Financial Partners
Florida
$575K – – –
GAM
735
Gemmer Asset Management
California
$573K +$72.9K +1,141 +15%
FCA
736
FinTrust Capital Advisors
South Carolina
$573K – – –
OHWP
737
Oak Harbor Wealth Partners
North Carolina
$571K – – –
FHA
738
Flagship Harbor Advisors
Massachusetts
$570K -$6.33K -99 -1%
SYBT
739
Stock Yards Bank & Trust
Kentucky
$569K -$26.5K -415 -4%
DAS
740
Dynamic Advisor Solutions
Arizona
$568K -$361K -5,644 -39%
FWA
741
FSM Wealth Advisors
Ohio
$567K – – –
DC
742
Davenport & Co
Virginia
$564K -$576K -9,018 -51%
WFAG
743
Worth Financial Advisory Group
North Carolina
$563K +$40.5K +634 +8%
MA
744
Montag & Associates
Georgia
$562K +$411K +6,428 +271%
FFA
745
First Foundation Advisors
California
$561K -$58.7K -918 -9%
RBFC
746
Roman Butler Fullerton & Co
Missouri
$558K +$824 +13 +0.1%
SFO
747
Stokes Family Office
Louisiana
$555K +$104K +1,621 +23%
TWP
748
TFO Wealth Partners
Ohio
$554K +$551K +8,629 +18,360%
SWA
749
SOA Wealth Advisors
New York
$554K +$16.4K +256 +3%
CAMG
750
CWA Asset Management Group
Florida
$554K -$31.3K -490 -5%
28 29
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