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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
$402M
2
PP
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$987M
4
SEM
Strategic Equity Management
Arizona
$39M
5
MWM
Modera Wealth Management
New Jersey
$56.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.04B
2
EWA
EP Wealth Advisors
California
$8.44M
3
HNB
Huntington National Bank
Ohio
$173M
4
MMA
Miracle Mile Advisors
California
$17.5M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
926
Summit Asset Management
Tennessee
$382K -$1.41K -20 -0.4%
WA1
927
Wimmer Associates 1
California
$381K – – –
PAM
928
Palisade Asset Management
Minnesota
$377K – – –
IWS
929
Insight Wealth Strategies
California
$375K -$59.1K -838 -14%
PWP
930
Principle Wealth Partners
Connecticut
$375K – – –
DIA
931
Dana Investment Advisors
Wisconsin
$374K – – –
SFG
932
Sage Financial Group
Pennsylvania
$374K – – –
FCP
933
Fidelis Capital Partners
Florida
$374K – – –
OP
934
ORG Partners
Indiana
$374K +$374K +5,309 New
SB
935
Simmons Bank
Arkansas
$373K -$5.78K -82 -2%
WIC
936
Woodmont Investment Counsel
Tennessee
$371K +$3.17K +45 +0.9%
GP
937
Girard Partners
Pennsylvania
$369K – – –
NOI
938
Newton One Investments
Delaware
$369K +$775 +11 +0.2%
KCM
939
KRS Capital Management
Michigan
$368K – – –
GG
940
Gleason Group
Kentucky
$367K +$775 +11 +0.2%
WWM
941
WT Wealth Management
Arizona
$365K – – –
RFN
942
Redwood Financial Network
Ohio
$365K -$44.8K -636 -11%
WBG
943
Wharton Business Group
Pennsylvania
$364K – – –
MMM
944
Mendel Money Management
Illinois
$364K – – –
PWPS
945
Pinnacle Wealth Planning Services
Ohio
$363K +$127K +1,800 +54%
ADL
946
Asset Dedication LLC
California
$361K – – –
GCA
947
Gradient Capital Advisors
California
$361K – – –
W
948
Wealthquest
Ohio
$361K – – –
PFO
949
Pathstone Family Office
New Jersey
$360K +$49.4K +813 +16%
VWA
950
Visionary Wealth Advisors
Illinois
$358K +$775 +11 +0.2%
36 37
38
39 40