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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.05%
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
LPL Financial
California
+$54.6M
2
PP
Prudential plc
United Kingdom
+$54.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$45.5M
4
SEM
Strategic Equity Management
Arizona
+$38.2M
5
MWM
Modera Wealth Management
New Jersey
+$33.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$247M
2
EWA
EP Wealth Advisors
California
-$162M
3
HNB
Huntington National Bank
Ohio
-$153M
4
MMA
Miracle Mile Advisors
California
-$42.7M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
726
Summit X LLC
Missouri
$706K +$177K +2,510 +33%
IA
727
IFG Advisors
Missouri
$705K +$352 +5 +0%
AWM
728
Aprio Wealth Management
Georgia
$705K -$44.3K -628 -6%
WP
729
Westmount Partners
California
$704K +$493 +7 +0.1%
SKK
730
Shepherd Kaplan Krochuk
Massachusetts
$703K -$21.9K -310 -3%
AWA
731
Alta Wealth Advisors
Massachusetts
$702K – – –
CPA
732
Capital Planning Advisors
California
$702K – – –
FDCC
733
Foster Dykema Cabot & Co
Massachusetts
$701K -$3.38K -48 -0.5%
LTI
734
Laffer Tengler Investments
Tennessee
$700K – – –
SWM
735
Sendero Wealth Management
Texas
$695K +$695K +9,866 New
CCWM
736
Cassaday & Co Wealth Management
Virginia
$695K -$1.01M -14,306 -59%
CA
737
Calton & Associates
Florida
$691K -$11.6K -164 -2%
CWA
738
Consilio Wealth Advisors
Washington
$687K -$2.54K -36 -0.4%
TFO
739
Tarbox Family Office
California
$682K – – –
BHWM
740
Bar Harbor Wealth Management
New Hampshire
$671K -$51.4K -729 -7%
AFA
741
American Financial Advisors
Georgia
$670K +$564 +8 +0.1%
PB
742
Pinnacle Bancorp
Nebraska
$670K -$2.75K -39 -0.4%
WSTAM
743
Wilbanks Smith & Thomas Asset Management
Virginia
$667K – – –
NCM
744
Neumann Capital Management
California
$663K -$14.1K -200 -2%
CB
745
CNB Bank
Pennsylvania
$663K – – –
CWM
746
Congress Wealth Management
Massachusetts
$659K – – –
JWBC
747
J.W. Burns & Co
New York
$659K – – –
SC
748
Scotia Capital
Ontario, Canada
$659K -$140K -1,982 -17%
WF
749
Williams Financial
Vermont
$656K +$656K +9,310 New
CANC
750
Culbertson A N & Co
Virginia
$653K – – –
28 29
30
31 32