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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 %
HCMT
851
Highland Capital Management (Tennessee)
Tennessee
$762K +$497K +6,622 +188%
CA
852
Claro Advisors
Massachusetts
$760K +$1.35K +18 +0.2%
SW
853
SVB Wealth
Massachusetts
$757K +$8.56K +114 +1%
SIC
854
Sigma Investment Counselors
Michigan
$756K – – –
AWM
855
Aprio Wealth Management
Georgia
$753K +$2.33K +31 +0.3%
SNB
856
Security National Bank
Nebraska
$753K – – –
SYBT
857
Stock Yards Bank & Trust
Kentucky
$753K -$58.4K -777 -7%
IA
858
IFG Advisors
Missouri
$753K +$1.13K +15 +0.1%
CCWM
859
Cassaday & Co Wealth Management
Virginia
$749K +$8.41K +112 +1%
VP
860
Verum Partners
North Carolina
$748K +$3.53K +47 +0.5%
CPA
861
Capital Planning Advisors
California
$748K – – –
AIA
862
Arbor Investment Advisors
North Carolina
$748K – – –
LTI
863
Laffer Tengler Investments
Tennessee
$746K – – –
KW
864
KWB Wealth
California
$744K -$11.2K -149 -1%
PCS
865
Personal CFO Solutions
New Jersey
$744K +$99.4K +1,324 +15%
AT
866
American Trust
Kentucky
$741K -$289K -3,850 -28%
RSWA
867
Robinson Smith Wealth Advisors
Maine
$731K +$731K +9,736 New
CB
868
Community Bank
New York
$730K – – –
TFO
869
Tarbox Family Office
California
$728K +$1.65K +22 +0.2%
SFMG
870
Sage Financial Management Group
Virginia
$727K +$18K +240 +3%
CWA
871
Consilio Wealth Advisors
Washington
$726K +$601 +8 +0.1%
UAG
872
United Advisor Group
Ohio
$724K +$724K +9,429 New
MW
873
Marcum Wealth
Ohio
$721K – – –
GAM
874
Gemmer Asset Management
California
$720K -$5.93K -79 -0.8%
JWBC
875
J.W. Burns & Co
New York
$714K +$43.7K +582 +7%
33 34
35
36 37