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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 %
PB
876
Pinnacle Bancorp
Nebraska
$714K – – –
EL
877
EQ LLC
Washington
$711K -$118K -1,565 -14%
AFA
878
American Financial Advisors
Georgia
$709K +$676 +9 +0.1%
NCM
879
Neumann Capital Management
California
$706K – – –
CB
880
CNB Bank
Pennsylvania
$706K – – –
SXL
881
Summit X LLC
Missouri
$705K -$35K -465 -5%
NFP
882
NorthLanding Financial Partners
New York
$704K +$3.15K +42 +0.5%
BWL
883
Bogart Wealth LLC
Virginia
$703K -$15.4K -205 -2%
SC
884
Scotia Capital
Ontario, Canada
$701K -$1.2K -16 -0.2%
TPW
885
TL Private Wealth
Texas
$700K +$32.9K +438 +5%
GC
886
Garde Capital
Washington
$699K – – –
DC
887
Davenport & Co
Virginia
$699K -$184K -2,444 -21%
CANC
888
Culbertson A N & Co
Virginia
$696K – – –
AWA
889
Aaron Wealth Advisors
Illinois
$695K -$131K -1,740 -16%
OC
890
Oakworth Capital
Alabama
$694K -$15.6K -208 -2%
DWM
891
Dakota Wealth Management
Florida
$693K +$406K +5,411 +142%
SWM
892
Solano Wealth Management
California
$691K – – –
RIM
893
Redwood Investment Management
Arizona
$691K +$240K +3,196 +53%
ICP
894
Interchange Capital Partners
Pennsylvania
$691K +$4.96K +66 +0.7%
ODIJL
895
One Day In July LLC
Vermont
$687K -$54.8K -730 -7%
LHC
896
Little House Capital
Massachusetts
$686K – – –
GLR
897
Great Lakes Retirement
Ohio
$682K – – –
RF
898
RHS Financial
California
$682K +$208K +2,774 +44%
EPW
899
Evergreen Private Wealth
Colorado
$681K +$681K +9,062 New
MCWS
900
McKinley Carter Wealth Services
West Virginia
$681K -$130K -1,731 -16%
34 35
36
37 38