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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 %
KPWG
901
KFA Private Wealth Group
Virginia
$680K +$2.1K +28 +0.3%
TA
902
TFB Advisors
Kansas
$679K +$679K +9,044 New
JWM
903
JGP Wealth Management
Oregon
$677K -$1.66M -22,065 -71%
AIG
904
American International Group
New York
$676K +$676K +9,000 New
LWM
905
Lakeridge Wealth Management
Ohio
$675K +$675K +8,993 New
SWA
906
SOA Wealth Advisors
New York
$675K -$31.2K -415 -4%
MWM
907
Meridian Wealth Management
Kentucky
$669K -$416K -5,544 -38%
RMCM
908
Reynders McVeigh Capital Management
Massachusetts
$668K – – –
FWA
909
FSM Wealth Advisors
Ohio
$667K – – –
FA
910
FDx Advisors
Illinois
$664K -$826 -11 -0.1%
CAMG
911
CWA Asset Management Group
Florida
$661K -$58.3K -776 -8%
MA
912
Montag & Associates
Georgia
$661K – – –
BHWM
913
Bar Harbor Wealth Management
New Hampshire
$661K -$8.49K -113 -1%
BONH
914
Bank of New Hampshire
New Hampshire
$660K -$78.8K -1,049 -11%
RW
915
Regimen Wealth
Georgia
$659K +$11.9K +159 +2%
WWP
916
WR Wealth Planners
Missouri
$658K +$72K +959 +12%
LSAG
917
Lake Street Advisors Group
New Hampshire
$657K +$657K +8,745 New
4WM
918
4J Wealth Management
Virginia
$655K -$85.5K -1,139 -12%
T
919
Tidemark
California
$654K +$654K +8,712 New
WCF
920
West Coast Financial
California
$651K -$7.74K -103 -1%
CAG
921
Curtis Advisory Group
California
$639K – – –
SHFP
922
Second Half Financial Partners
Florida
$636K -$32.9K -438 -5%
SPP
923
Single Point Partners
Massachusetts
$632K -$16.2K -215 -2%
AIA
924
Alternative Investment Advisors
Florida
$632K +$632K +8,414 New
FT
925
Fiduciary Trust
Massachusetts
$628K – – –
35 36
37
38 39