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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.48B
2
LPL Financial
LPL Financial
California
$527M
3
Osaic Holdings
Osaic Holdings
Arizona
$340M
4
Morgan Stanley
Morgan Stanley
New York
$2.01B
5
Bank of America
Bank of America
North Carolina
$1.18B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$159M
2
WIA
World Investment Advisors
California
$5.79M
3
SCM
SCS Capital Management
Massachusetts
$41.3M
4
PP
Prudential plc
United Kingdom
$33M
5
Stifel Financial
Stifel Financial
Missouri
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
951
Tompkins Financial
New York
$421K +$154K +2,254 +58%
BTWM
952
Baker Tilly Wealth Management
Wisconsin
$418K -$954K -13,946 -70%
FC
953
Fusion Capital
South Carolina
$417K – – –
IW
954
Imprint Wealth
South Carolina
$417K -$82.8K -1,207 -17%
PA
955
Pinnacle Associates
New York
$416K +$149K +2,171 +55%
VCP
956
Verus Capital Partners
Arizona
$413K +$413K +6,037 New
WHCI
957
W.H. Cornerstone Investments
Massachusetts
$413K +$413K +6,041 New
CBFP
958
Cedar Brook Financial Partners
Ohio
$412K +$3.08K +45 +0.8%
CWP
959
Corepath Wealth Partners
Arizona
$412K – – –
RIM
960
Redwood Investment Management
Arizona
$411K +$411K +6,003 New
HWA
961
HCR Wealth Advisors
California
$411K – – –
CWM
962
Congress Wealth Management
Massachusetts
$410K -$230K -3,360 -36%
EIA
963
Eldridge Investment Advisors
New Hampshire
$408K – – –
WTB
964
Washington Trust Bank
Washington
$406K – – –
CAM
965
Crestone Asset Management
Colorado
$406K +$406K +5,938 New
AUB
966
Atlantic Union Bankshares
Virginia
$406K – – –
OHWP
967
Oak Harbor Wealth Partners
North Carolina
$405K -$205K -3,000 -34%
CPSAC
968
Chas P. Smith & Associates (CPS)
Florida
$399K +$73.6K +1,075 +23%
ACP
969
Aveo Capital Partners
Colorado
$398K +$106K +1,542 +36%
WCG
970
Weaver Consulting Group
California
$398K -$13.7K -200 -3%
ONST
971
Old North State Trust
North Carolina
$396K – – –
KA
972
Klingman & Associates
New York
$396K -$75.1K -1,097 -16%
SWA
973
Sax Wealth Advisors
New Jersey
$393K – – –
SIC
974
Samalin Investment Counsel
New York
$392K – – –
MCM
975
Mengis Capital Management
Oregon
$391K – – –
37 38
39
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