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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 %
IW
826
Imprint Wealth
South Carolina
$513K -$72.5K -1,029 -12%
MM
827
Meridian Management
Arkansas
$513K – – –
GWM
828
GDS Wealth Management
Texas
$511K -$16.7K -237 -3%
FWM
829
FFT Wealth Management
Pennsylvania
$510K -$30.4K -432 -6%
VHAM
830
Van Hulzen Asset Management
California
$509K -$2.11K -30 -0.4%
MWP
831
Madison Wealth Partners
Wisconsin
$506K -$9.23K -131 -2%
TC
832
TAP Consulting
Missouri
$505K +$211 +3 +0%
Betterment LLC
833
Betterment LLC
New York
$505K -$80.4K -1,142 -14%
VP
834
Verum Partners
North Carolina
$505K +$705 +10 +0.1%
IRAG
835
Investment Research & Advisory Group
Georgia
$503K – – –
NB
836
NBT Bank
New York
$501K -$9.52K -135 -2%
CTA
837
Chesley Taft & Associates
Illinois
$500K +$14.1K +200 +3%
CLG
838
Cooperman Leon G
$499K – – –
DC
839
Davenport & Co
Virginia
$499K -$124K -1,753 -20%
JGIA
840
Jackson Grant Investment Advisers
Connecticut
$498K +$1.06K +15 +0.2%
IPW
841
Intergy Private Wealth
Colorado
$497K +$106K +1,500 +27%
MWM
842
Mascoma Wealth Management
New Hampshire
$497K +$780 +11 +0.2%
NP
843
NorthRock Partners
Minnesota
$495K – – –
CFA
844
CWS Financial Advisors
Michigan
$495K – – –
HCM
845
Harvey Capital Management
Florida
$493K – – –
PNC
846
Park National Corp
Ohio
$490K -$9.94K -141 -2%
AC
847
Annandale Capital
Texas
$490K – – –
WG
848
Welch Group
Alabama
$489K +$564 +8 +0.1%
LWM
849
Liberty Wealth Management
California
$488K +$488K +6,920 New
PA
850
PFG Advisors
Arizona
$486K -$19.7K -280 -4%
32 33
34
35 36