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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 %
GKWIM
876
Gerber Kawasaki Wealth & Investment Management
California
$453K +$132K +1,875 +41%
WJWM
877
Williams Jones Wealth Management
New York
$452K – – –
BBPWM
878
Blue Bell Private Wealth Management
Pennsylvania
$449K – – –
PO
879
Private Ocean
California
$449K – – –
BMWM
880
Brown Miller Wealth Management
Virginia
$445K +$445K +6,313 New
BPC
881
Banque Pictet & Cie
Switzerland
$443K +$57.4K +814 +15%
GIA
882
Guyasuta Investment Advisors
Pennsylvania
$443K – – –
MWA
883
Monograph Wealth Advisors
California
$441K – – –
FC
884
Fusion Capital
South Carolina
$429K -$1.34K -19 -0.3%
DFC
885
DB Fitzpatrick & Co
Idaho
$428K +$38K +539 +10%
CS
886
Credit Suisse
Switzerland
$427K +$103K +1,455 +32%
FI
887
Financial Insights
Washington
$427K +$46.7K +663 +12%
WCG
888
Weaver Consulting Group
California
$424K -$28.2K -400 -6%
HWA
889
HCR Wealth Advisors
California
$423K +$7.05K +100 +2%
SFG
890
SNS Financial Group
Minnesota
$423K +$52K +738 +14%
PFM
891
Phillips Financial Management
Indiana
$423K – – –
CWP
892
Corepath Wealth Partners
Arizona
$423K – – –
GJIA
893
Glass Jacobson Investment Advisors
Maryland
$422K +$422K +5,994 New
CBFP
894
Cedar Brook Financial Partners
Ohio
$421K +$6.13K +87 +1%
EIA
895
Eldridge Investment Advisors
New Hampshire
$420K – – –
WTB
896
Washington Trust Bank
Washington
$419K – – –
AUB
897
Atlantic Union Bankshares
Virginia
$418K +$418K +5,930 New
DSC
898
Duncker Streett & Co
Missouri
$417K +$493 +7 +0.1%
PIFP
899
Partners in Financial Planning
Virginia
$416K -$18.3K -259 -4%
AWS
900
AJ Wealth Strategies
New York
$414K – – –
34 35
36
37 38