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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 %
IAN
751
Integrated Advisors Network
Texas
$653K -$13.2K -187 -2%
NFP
752
NorthLanding Financial Partners
New York
$653K -$278K -3,940 -30%
PIA
753
Perennial Investment Advisors
California
$650K -$36.6K -519 -5%
WF
754
Welch & Forbes
Massachusetts
$649K +$170K +2,407 +35%
WCF
755
West Coast Financial
California
$648K -$46.4K -658 -7%
LHC
756
Little House Capital
Massachusetts
$644K – – –
TA
757
TFB Advisors
Kansas
$641K +$641K +9,097 New
SNB
758
Security National Bank
Nebraska
$638K +$74.4K +1,055 +13%
KPWG
759
KFA Private Wealth Group
Virginia
$636K +$634 +9 +0.1%
RBFC
760
Roman Butler Fullerton & Co
Missouri
$636K +$649 +9 +0.1%
BWP
761
Balboa Wealth Partners
Arizona
$635K +$635K +9,012 New
OSAM
762
O'Shaughnessy Asset Management
Connecticut
$635K -$295K -4,183 -32%
ODIJL
763
One Day In July LLC
Vermont
$635K +$27.3K +388 +5%
GAM
764
Gemmer Asset Management
California
$634K +$1.76K +25 +0.3%
OHWP
765
Oak Harbor Wealth Partners
North Carolina
$629K -$705 -10 -0.1%
BP
766
BBR Partners
New York
$628K +$628K +8,913 New
SYBT
767
Stock Yards Bank & Trust
Kentucky
$627K – – –
YIH
768
Y-Intercept (HK)
Hong Kong
$624K +$98.8K +1,402 +19%
FHA
769
Flagship Harbor Advisors
Massachusetts
$622K -$6.84K -97 -1%
DAS
770
Dynamic Advisor Solutions
Arizona
$622K -$5.15K -73 -0.8%
MA
771
Montag & Associates
Georgia
$620K – – –
FWA
772
FSM Wealth Advisors
Ohio
$620K – – –
AssetMark Inc
773
AssetMark Inc
California
$618K +$502K +7,126 +434%
WFAG
774
Worth Financial Advisory Group
North Carolina
$616K -$4.79K -68 -0.8%
FFA
775
First Foundation Advisors
California
$615K -$4.16K -59 -0.7%
29 30
31
32 33