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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$526M
2
LPL Financial
LPL Financial
California
+$137M
3
Osaic Holdings
Osaic Holdings
Arizona
+$106M
4
Morgan Stanley
Morgan Stanley
New York
+$106M
5
Bank of America
Bank of America
North Carolina
+$85.3M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$173M
2
WIA
World Investment Advisors
California
-$24M
3
SCM
SCS Capital Management
Massachusetts
-$23.8M
4
PP
Prudential plc
United Kingdom
-$22.8M
5
Stifel Financial
Stifel Financial
Missouri
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
826
SOA Wealth Advisors
New York
$643K +$73.6K +1,076 +13%
SC
827
Scotia Capital
Ontario, Canada
$640K +$616 +9 +0.1%
NFP
828
NorthLanding Financial Partners
New York
$639K +$4.72K +69 +0.7%
GC
829
Garde Capital
Washington
$637K +$637K +9,304 New
AWM
830
Alterna Wealth Management
Texas
$635K +$635K +9,281 New
CANC
831
Culbertson A N & Co
Virginia
$634K – – –
CA
832
CoreCap Advisors
Michigan
$633K -$386K -5,645 -38%
SWM
833
Solano Wealth Management
California
$630K -$61.6K -900 -9%
LHC
834
Little House Capital
Massachusetts
$625K – – –
ICP
835
Interchange Capital Partners
Pennsylvania
$624K +$624K +9,123 New
GLR
836
Great Lakes Retirement
Ohio
$623K +$64.5K +939 +12%
TPW
837
TL Private Wealth
Texas
$620K +$44.5K +637 +8%
KPWG
838
KFA Private Wealth Group
Virginia
$618K – – –
TWP
839
TFO Wealth Partners
Ohio
$612K – – –
JWBC
840
J.W. Burns & Co
New York
$611K -$28.6K -418 -4%
SHFP
841
Second Half Financial Partners
Florida
$610K -$7.91M -115,569 -93%
BHWM
842
Bar Harbor Wealth Management
New Hampshire
$610K -$41.3K -603 -6%
RMCM
843
Reynders McVeigh Capital Management
Massachusetts
$609K +$83.3K +1,217 +16%
USCWA
844
U.S. Capital Wealth Advisors
Texas
$608K +$327K +4,786 +117%
FWA
845
FSM Wealth Advisors
Ohio
$607K – – –
FA
846
FDx Advisors
Illinois
$606K +$606K +8,854 New
BP
847
BBR Partners
New York
$605K -$4.65K -68 -0.8%
FHA
848
Flagship Harbor Advisors
Massachusetts
$604K +$205 +3 +0%
MA
849
Montag & Associates
Georgia
$604K – – –
WCF
850
West Coast Financial
California
$600K -$29.4K -430 -5%
32 33
34
35 36