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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 %
CL
901
CIM LLC
New York
$412K +$412K +5,852 New
PIAS
902
PCA Investment Advisory Services
Ohio
$411K -$57.7K -819 -12%
MCP
903
Mirador Capital Partners
California
$408K -$40.7K -578 -9%
ONST
904
Old North State Trust
North Carolina
$408K – – –
SWA
905
Sax Wealth Advisors
New Jersey
$405K +$32.8K +465 +9%
SIC
906
Samalin Investment Counsel
New York
$404K -$8.81K -125 -2%
MCM
907
Mengis Capital Management
Oregon
$402K – – –
OPWM
908
Oakwell Private Wealth Management
Texas
$402K – – –
MI
909
Moneywise Inc
Virginia
$401K +$1.41K +20 +0.4%
BC
910
Brio Consultants
California
$400K +$141 +2 +0%
FAM
911
Formidable Asset Management
Ohio
$399K -$2.82K -40 -0.7%
CAM
912
Concorde Asset Management
Michigan
$397K +$10.9K +154 +3%
EWA
913
ERTS Wealth Advisors
Michigan
$396K -$24.7K -351 -6%
PL
914
Plancorp LLC
Missouri
$396K – – –
SB
915
Sunflower Bank
Texas
$395K – – –
GWS
916
Glassman Wealth Services
Virginia
$393K -$282K -4,000 -42%
LJAC
917
L.J. Altfest & Co
New York
$392K -$30.6K -434 -7%
BOPW
918
Brandywine Oak Private Wealth
Pennsylvania
$389K – – –
GA
919
Goldstein Advisors
Wisconsin
$387K – – –
PL
920
Parthenon LLC
Kentucky
$386K – – –
CFO
921
Custos Family Office
Texas
$385K +$385K +5,462 New
PFA
922
Pure Financial Advisors
California
$385K – – –
NEWAS
923
N.E.W. Advisory Services
Wisconsin
$384K -$158K -2,235 -29%
FPIS
924
Financial Planning & Information Services
Wisconsin
$384K -$423 -6 -0.1%
AC
925
Abbrea Capital
California
$383K – – –
35 36
37
38 39