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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 %
SVWAG
801
Sound View Wealth Advisors Group
Georgia
$864K -$105K -1,396 -11%
TTWM
802
TCV Trust & Wealth Management
Virginia
$861K – – –
MMHP
803
Murphy Middleton Hinkle & Parker
Georgia
$860K +$2.18K +29 +0.3%
FPW
804
Flagship Private Wealth
Massachusetts
$858K -$15.5K -206 -2%
FCA
805
FinTrust Capital Advisors
South Carolina
$854K +$451 +6 +0.1%
GWMR
806
GC Wealth Management RIA
Massachusetts
$852K +$852K +11,340 New
BCM
807
Brasada Capital Management
Texas
$846K – – –
FFA
808
First Foundation Advisors
California
$846K +$17.9K +238 +2%
PIA
809
Perennial Investment Advisors
California
$845K +$19.8K +263 +2%
GPFA
810
Game Plan Financial Advisors
Ohio
$845K +$845K +11,246 New
MCM
811
MidAtlantic Capital Management
Virginia
$842K +$842K +11,208 New
CWM
812
C2C Wealth Management
Arizona
$841K +$151 +2 +0%
JFA
813
JNBA Financial Advisors
Minnesota
$840K -$66.2K -882 -7%
BFA
814
Beacon Financial Advisory
Ohio
$839K -$20.8K -277 -2%
MA
815
MCF Advisors
Kentucky
$838K +$67.1K +894 +9%
SAG
816
SageView Advisory Group
California
$829K +$438K +5,546 +112%
SHA
817
Seneca House Advisors
Virginia
$828K +$375 +5 +0%
MMPW
818
Mitchell McLeod Pugh & Williams
Alabama
$823K -$6.91K -92 -0.8%
MI
819
Moneywise Inc
Virginia
$822K +$341K +4,544 +71%
FPAS
820
Focus Partners Advisor Solutions
Missouri
$816K -$74.1K -986 -8%
SPWG
821
Sage Private Wealth Group
Illinois
$816K +$816K +10,859 New
TFG
822
Taylor Financial Group
Virginia
$815K +$815K +10,856 New
FCA
823
Fortis Capital Advisors
Kansas
$813K -$72.7K -968 -8%
CWP
824
Curated Wealth Partners
California
$813K – – –
CWP
825
CFM Wealth Partners
Texas
$809K +$18.9K +252 +2%
31 32
33
34 35