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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 %
KA
851
Klingman & Associates
New York
$485K +$485K +6,879 New
LSA
852
L & S Advisors
California
$484K – – –
ACA
853
Affinity Capital Advisors
California
$482K – – –
JAG
854
Journey Advisory Group
Kentucky
$481K -$26.7K -379 -5%
FFA
855
Farther Finance Advisors
California
$481K +$410K +5,816 +580%
QCM
856
Quantinno Capital Management
New York
$480K -$6.62K -94 -1%
STCOSD
857
Sageworth Trust Company of South Dakota
South Dakota
$480K – – –
TI
858
tru Independence
Oregon
$479K +$564 +8 +0.1%
VWA
859
V Wealth Advisors
Kansas
$479K -$13.8K -196 -3%
NDSI
860
Newman Dignan & Sheerar Inc
Rhode Island
$478K – – –
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$475K -$20.3K -288 -4%
MC
862
Middleton & Co
Massachusetts
$475K – – –
OPW
863
Oxler Private Wealth
New York
$471K +$775 +11 +0.2%
MWAM
864
Manhattan West Asset Management
California
$470K -$185K -2,629 -28%
KWM
865
Kingsview Wealth Management
Oregon
$470K +$112K +1,586 +31%
AL
866
Aspiriant LLC
California
$467K +$467K +6,629 New
FNC
867
First National Corp
Massachusetts
$466K -$63.1K -895 -12%
CCA
868
Column Capital Advisors
Indiana
$463K – – –
FFS
869
Founders Financial Securities
Maryland
$462K +$6.2K +88 +1%
BHPW
870
Beverly Hills Private Wealth
California
$461K +$461K +6,534 New
AIP
871
Almanack Investment Partners
Pennsylvania
$460K -$23.8K -337 -5%
VPP
872
Vertex Planning Partners
Illinois
$460K -$3.74K -53 -0.8%
TW
873
TrinityPoint Wealth
Connecticut
$458K – – –
ST
874
Sabal Trust
Florida
$456K – – –
QPWM
875
Quadrant Private Wealth Management
Pennsylvania
$454K +$454K +6,442 New
33 34
35
36 37