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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 %
TPW
801
TL Private Wealth
Texas
$574K -$15.7K -225 -3%
ST
802
Sageworth Trust
Pennsylvania
$573K – – –
FCA
803
FinTrust Capital Advisors
South Carolina
$573K – – –
DBT
804
Dubuque Bank & Trust
Iowa
$567K – – –
APW
805
Aurora Private Wealth
New Jersey
$566K -$75.2K -1,067 -12%
GI
806
GAMCO Investors
Connecticut
$564K – – –
TWM
807
Thrive Wealth Management
Pennsylvania
$563K +$7.12K +101 +1%
CGFA
808
Colton Groome Financial Advisors
North Carolina
$563K -$3.52K -50 -0.6%
DT
809
Diversified Trust
Tennessee
$562K +$188K +2,666 +50%
CGA
810
Crescent Grove Advisors
Illinois
$561K +$19.1K +271 +4%
HWA
811
HHM Wealth Advisors
Tennessee
$557K – – –
PCS
812
Personal CFO Solutions
New Jersey
$556K -$7.96K -113 -1%
IIC
813
Ironwood Investment Counsel
Arizona
$553K – – –
NCM
814
NCM Capital Management
New Jersey
$550K +$31.4K +445 +6%
CMP
815
Courage Miller Partners
Virginia
$546K -$54.8K -777 -9%
SSB
816
Sandy Spring Bank
Maryland
$544K +$16.2K +230 +3%
SFWA
817
Summit Financial Wealth Advisors
Louisiana
$544K – – –
FPGK
818
Financial Partners Group (Kansas)
Kansas
$543K -$46.3K -655 -8%
RMCM
819
Reynders McVeigh Capital Management
Massachusetts
$541K – – –
WWM
820
Windsor Wealth Management
Indiana
$536K – – –
LWANC
821
Laurel Wealth Advisors (North Carolina)
North Carolina
$534K -$9.8K -139 -2%
BFA
822
Beaumont Financial Advisors
Massachusetts
$530K – – –
SIC
823
Salem Investment Counselors
North Carolina
$530K – – –
PBF
824
Petix & Botte Financial
California
$519K +$260K +3,684 +100%
NAS
825
Nicolet Advisory Services
Wisconsin
$519K +$119K +1,707 +30%
31 32
33
34 35