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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 %
CFD
776
Creative Financial Designs
Indiana
$614K +$15.7K +223 +3%
TWP
777
TFO Wealth Partners
Ohio
$612K +$141 +2 +0%
FIM
778
Fernwood Investment Management
Massachusetts
$611K – – –
HFS
779
Heritage Financial Services
Massachusetts
$607K – – –
NW
780
Naviter Wealth
Arkansas
$607K +$607K +8,612 New
TWM
781
Tradition Wealth Management
Minnesota
$605K -$41.7K -592 -6%
CAG
782
Curtis Advisory Group
California
$605K – – –
CWM
783
Centurion Wealth Management
Virginia
$605K +$70 +1 +0%
TCA
784
Transcend Capital Advisors
New Jersey
$604K +$157K +2,221 +35%
BFA
785
Beacon Financial Advisory
Ohio
$599K +$634 +9 +0.1%
BWL
786
Bogart Wealth LLC
Virginia
$598K +$410K +5,810 +217%
Lazard Asset Management
787
Lazard Asset Management
New York
$598K -$72.5K -1,030 -11%
CGPCS
788
Capital Group Private Client Services
California
$597K -$987 -14 -0.2%
RA
789
RFG Advisory
Alabama
$594K +$263K +3,735 +80%
Renaissance Technologies
790
Renaissance Technologies
New York
$592K -$1.96M -27,800 -77%
CWM
791
Castle Wealth Management
Florida
$591K – – –
SAG
792
SageView Advisory Group
California
$590K +$117K +1,662 +25%
FT
793
Fiduciary Trust
Massachusetts
$590K +$132K +1,878 +29%
SWA
794
SOA Wealth Advisors
New York
$587K -$24.9K -353 -4%
ACIM
795
Azimuth Capital Investment Management
Michigan
$585K -$175K -2,490 -23%
DI
796
Disciplined Investments
Oklahoma
$577K -$196K -2,786 -25%
HCM
797
HMS Capital Management
Tennessee
$576K – – –
CAMG
798
CWA Asset Management Group
Florida
$575K -$35.9K -510 -6%
FA
799
Fiducient Advisors
Illinois
$574K -$344K -4,885 -37%
GLR
800
Great Lakes Retirement
Ohio
$574K – – –
30 31
32
33 34