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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 %
EWM
826
Empirical Wealth Management
Washington
$809K +$11K +147 +1%
Qube Research & Technologies (QRT)
827
Qube Research & Technologies (QRT)
United Kingdom
$808K +$532K +7,090 +194%
OSAM
828
O'Shaughnessy Asset Management
Connecticut
$807K +$84.6K +1,127 +12%
MWM
829
Maripau Wealth Management
Indiana
$806K +$16.7K +223 +2%
FWCM
830
Ferguson Wellman Capital Management
Oregon
$803K – – –
HCM
831
Hollencrest Capital Management
California
$799K +$555K +7,387 +227%
PSF
832
Pacific Sun Financial
California
$799K – – –
PWA
833
Provenance Wealth Advisors
Florida
$799K -$601 -8 -0.1%
NW
834
NewEdge Wealth
Pennsylvania
$796K +$796K +10,603 New
EWA
835
EverSource Wealth Advisors
Alabama
$796K +$67.5K +899 +9%
TCOTS
836
Trust Company of the South
North Carolina
$793K +$793K +10,558 New
SWM
837
Stockman Wealth Management
Montana
$786K – – –
VWM
838
Venturi Wealth Management
Texas
$781K -$8.11K -108 -1%
WB
839
WesBanco Bank
West Virginia
$779K -$295K -3,931 -27%
RFA
840
Resurgent Financial Advisors
Georgia
$778K +$531K +7,069 +215%
MA
841
MONECO Advisors
Connecticut
$777K +$3.08K +41 +0.4%
PS
842
Planned Solutions
California
$776K -$21.6K -288 -3%
PCI
843
Planning Center Inc
Illinois
$773K -$51.2K -682 -6%
JFG
844
JMG Financial Group
Illinois
$771K -$1.65M -21,942 -68%
WPC
845
Wedmont Private Capital
Pennsylvania
$769K +$74 +1 +0%
CS
846
Credit Suisse
Switzerland
$769K +$343K +4,561 +80%
EC
847
Eaton-Cambridge
Arizona
$768K +$768K +10,224 New
DCM
848
Dimension Capital Management
Florida
$766K -$258K -3,440 -25%
IA
849
IFG Advisory
Georgia
$765K +$36.4K +484 +5%
CA
850
Calton & Associates
Florida
$764K +$764K +10,177 New
32 33
34
35 36