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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
2
BFG
Barber Financial Group
Kansas
+$56.3M
3
US Bancorp
US Bancorp
Minnesota
+$50.1M
4
CWM
Calamos Wealth Management
Illinois
+$49M
5
IA
IFP Advisors
Florida
+$41.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$384M
2
CIA
Choate Investment Advisors
Massachusetts
-$195M
3
HNB
Huntington National Bank
Ohio
-$132M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$72M
5
APWM
Atlas Private Wealth Management
New York
-$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
951
New Millennium Group
Utah
$297K – – –
SC
952
Schoolcraft Capital
Colorado
$296K – – –
CPSAC
953
Chas P. Smith & Associates (CPS)
Florida
$295K -$1.21K -19 -0.4%
CS
954
Credit Suisse
Switzerland
$295K +$293K +4,593 +27,018%
SGCA
955
Steel Grove Capital Advisors
Tennessee
$294K +$294K +4,604 New
GEA
956
Glen Eagle Advisors
New Jersey
$294K +$1.73K +27 +0.6%
LWM
957
LJI Wealth Management
Indiana
$292K +$383 +6 +0.1%
GKWIM
958
Gerber Kawasaki Wealth & Investment Management
California
$291K – – –
SSW
959
Stone Summit Wealth
Florida
$289K – – –
Chevy Chase Trust
960
Chevy Chase Trust
Maryland
$289K +$22.4K +350 +8%
AAP
961
Arax Advisory Partners
Colorado
$288K +$319 +5 +0.1%
TL
962
Tradewinds LLC
North Carolina
$287K +$287K +4,495 New
SWA
963
SFMG Wealth Advisors
Texas
$287K – – –
USCWA
964
U.S. Capital Wealth Advisors
Texas
$286K – – –
WLPWM
965
Walled Lake Planning & Wealth Management
Illinois
$285K -$7.86K -123 -3%
OCFG
966
O'Connor Financial Group
Illinois
$285K +$285K +4,464 New
RA
967
Ruggaard & Associates
Ohio
$283K +$283K +4,437 New
T
968
TrueFG
Texas
$283K – – –
GSIAS
969
Garden State Investment Advisory Services
New Jersey
$283K – – –
UWPG
970
Ullmann Wealth Partners Group
Florida
$280K – – –
PCMC
971
Private Capital Management (Colorado)
Colorado
$279K – – –
EW
972
Evoke Wealth
California
$278K – – –
HCM
973
Hollencrest Capital Management
California
$278K -$191K -2,986 -41%
BAMG
974
Brand Asset Management Group
Missouri
$276K +$30.3K +474 +12%
LWM
975
Laidlaw Wealth Management
New York
$275K +$383 +6 +0.1%
37 38
39
40 41