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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.59%
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
Morgan Stanley
New York
+$2.25B
2
Goldman Sachs
Goldman Sachs
New York
+$286M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$194M
4
UFF
USA Financial Formulas
Michigan
+$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
+$44.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$384M
2
HNB
Huntington National Bank
Ohio
-$159M
3
Ameriprise
Ameriprise
Minnesota
-$145M
4
Osaic Holdings
Osaic Holdings
Arizona
-$82.3M
5
PP
Prudential plc
United Kingdom
-$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
751
TD Waterhouse Canada
Ontario, Canada
$990K – – –
VPP
752
Vertex Planning Partners
Illinois
$988K +$47.8K +636 +5%
IIC
753
Integrated Investment Consultants
Michigan
$986K -$19.1K -254 -2%
BFS
754
Burkett Financial Services
South Carolina
$985K +$985K +13,109 New
TIA
755
Tiemann Investment Advisors
California
$983K -$33.8K -450 -3%
HFS
756
Heritage Financial Services
Massachusetts
$981K +$334K +4,450 +52%
1SB
757
1ST Source Bank
Indiana
$975K +$56.3K +750 +6%
USB
758
Union Savings Bank
Connecticut
$973K – – –
BOS
759
Bank of Stockton
California
$971K -$56.9K -733 -6%
PWCM
760
Processus Wealth & Capital Management
Tennessee
$969K +$969K +12,901 New
AWM
761
Alterna Wealth Management
Texas
$958K +$261K +3,477 +37%
SFG
762
StrategIQ Financial Group
Indiana
$957K +$225 +3 +0%
SWM
763
Sendero Wealth Management
Texas
$947K +$206K +2,742 +28%
SIAM
764
Sterling Investment Advisors (Missouri)
Missouri
$944K -$68.6K -914 -7%
SW
765
SlateStone Wealth
Florida
$943K +$636K +8,467 +207%
FCFC
766
First Commonwealth Financial Corp
Pennsylvania
$936K +$6.91K +92 +0.7%
RDFA
767
Ritter Daniher Financial Advisory
Ohio
$934K +$159K +2,115 +20%
CC
768
Chicago Capital
Illinois
$934K – – –
CC
769
Copperleaf Capital
North Carolina
$933K +$49.9K +664 +6%
LF
770
Lantz Financial
Illinois
$932K +$125K +1,665 +15%
OPA
771
Old Port Advisors
Maine
$931K -$114K -1,520 -11%
BFG
772
Berger Financial Group
Minnesota
$931K – – –
FA
773
Fiducient Advisors
Illinois
$929K -$26.6K -354 -3%
CFO
774
CVA Family Office
Colorado
$925K – – –
Vanguard Group
775
Vanguard Group
Pennsylvania
$924K -$36.3K -484 -4%
29 30
31
32 33