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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 %
HWA
776
HHM Wealth Advisors
Tennessee
$505K +$24.7K +386 +5%
TWM
777
Thrive Wealth Management
Pennsylvania
$504K +$504K +7,892 New
IIC
778
Ironwood Investment Counsel
Arizona
$502K – – –
Two Sigma Investments
779
Two Sigma Investments
New York
$498K -$4.18M -65,500 -89%
LWANC
780
Laurel Wealth Advisors (North Carolina)
North Carolina
$493K +$23K +360 +5%
SFWA
781
Summit Financial Wealth Advisors
Louisiana
$493K -$504K -7,888 -51%
CGA
782
Crescent Grove Advisors
Illinois
$492K +$52.6K +823 +12%
RMCM
783
Reynders McVeigh Capital Management
Massachusetts
$491K – – –
NEWAS
784
N.E.W. Advisory Services
Wisconsin
$491K – – –
FWM
785
FFT Wealth Management
Pennsylvania
$490K +$490K +7,664 New
WWM
786
Windsor Wealth Management
Indiana
$487K -$39.8K -621 -8%
BFA
787
Beaumont Financial Advisors
Massachusetts
$481K – – –
SIC
788
Salem Investment Counselors
North Carolina
$480K +$7.73K +121 +2%
SXL
789
Summit X LLC
Missouri
$480K +$1.34K +21 +0.3%
FNC
790
First National Corp
Massachusetts
$479K – – –
SSB
791
Sandy Spring Bank
Maryland
$479K +$112K +1,753 +31%
GWM
792
GDS Wealth Management
Texas
$479K +$12.7K +199 +3%
YIH
793
Y-Intercept (HK)
Hong Kong
$476K +$476K +7,446 New
NCM
794
NCM Capital Management
New Jersey
$470K -$133K -2,086 -22%
MWP
795
Madison Wealth Partners
Wisconsin
$467K +$14.6K +229 +3%
AFG
796
Albion Financial Group
Utah
$466K -$121K -1,900 -21%
MM
797
Meridian Management
Arkansas
$465K – – –
NB
798
NBT Bank
New York
$463K -$9.58K -150 -2%
VHAM
799
Van Hulzen Asset Management
California
$463K -$13.3K -209 -3%
JAG
800
Journey Advisory Group
Kentucky
$460K -$6.58K -103 -1%
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