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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 %
Betterment LLC
776
Betterment LLC
New York
$920K +$288K +3,841 +46%
VCP
777
Verus Capital Partners
Arizona
$920K +$467K +6,213 +103%
BW
778
Bison Wealth
Georgia
$917K +$5.56K +74 +0.6%
WA
779
Wealthstream Advisors
New York
$911K -$19.1K -254 -2%
TW
780
TritonPoint Wealth
Maryland
$904K +$904K +12,042 New
FNT
781
First National Trust
Pennsylvania
$904K +$15.6K +208 +2%
WSTAM
782
Wilbanks Smith & Thomas Asset Management
Virginia
$904K +$12.3K +164 +1%
WI
783
Wintrust Investments
Illinois
$900K -$40.3K -536 -4%
MPM
784
Meritage Portfolio Management
Kansas
$899K – – –
NSB
785
Norway Savings Bank
Maine
$899K -$55K -732 -6%
CP
786
Canopy Partners
Ohio
$899K +$899K +11,969 New
PFBT
787
Parkside Financial Bank & Trust
Missouri
$899K -$11K -147 -1%
FWM
788
FFT Wealth Management
Pennsylvania
$898K +$355K +4,722 +65%
LWM
789
LongView Wealth Management
Georgia
$895K +$895K +11,986 New
WWP
790
Walden Wealth Partners
Ohio
$894K +$894K +11,907 New
PWMG
791
Private Wealth Management Group
New Jersey
$892K +$892K +11,879 New
AA
792
Ancora Advisors
Ohio
$889K +$19.8K +263 +2%
LF
793
LifeSteps Financial
California
$884K – – –
FWM
794
Focused Wealth Management
New York
$879K +$75 +1 +0%
CFG
795
Clayton Financial Group
Missouri
$877K +$877K +11,684 New
MLL
796
Moody Lynn & Lieberson
Massachusetts
$873K – – –
TYCC
797
Texas Yale Capital Corp
Florida
$871K – – –
SWM
798
SeaCrest Wealth Management
New York
$868K -$62.4K -855 -7%
CWM
799
Congress Wealth Management
Massachusetts
$865K +$415K +5,520 +92%
ATFA
800
All Terrain Financial Advisors
Minnesota
$864K – – –
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