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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 %
P
951
&Partners
Tennessee
$582K +$582K +7,924 New
CGFA
952
Colton Groome Financial Advisors
North Carolina
$581K -$9.84K -131 -2%
SFWA
953
Summit Financial Wealth Advisors
Louisiana
$580K – – –
NCM
954
NCM Capital Management
New Jersey
$574K +$21.7K +289 +4%
HCM
955
HMS Capital Management
Tennessee
$572K – – –
SSB
956
Sandy Spring Bank
Maryland
$570K -$7.59K -101 -1%
AL
957
Aspiriant LLC
California
$569K – – –
WEG
958
World Equity Group
Illinois
$568K +$18.3K +244 +3%
SIC
959
Salem Investment Counselors
North Carolina
$568K +$3.76K +50 +0.7%
DT
960
Diversified Trust
Tennessee
$567K – – –
LWANC
961
Laurel Wealth Advisors (North Carolina)
North Carolina
$564K -$4.06K -54 -0.7%
TC
962
TAP Consulting
Missouri
$564K +$3.3K +44 +0.6%
CIA
963
Capital Investment Advisors
Georgia
$562K +$56.3K +749 +11%
ASFA
964
All Season Financial Advisors
Colorado
$559K +$174K +2,318 +45%
SCTC
965
Sanibel Captiva Trust Company
Florida
$555K +$555K +7,396 New
ACM
966
Absolute Capital Management
Pennsylvania
$554K +$26.9K +358 +5%
CTA
967
Chesley Taft & Associates
Illinois
$553K +$20.1K +268 +4%
CAS
968
Coppell Advisory Solutions
Texas
$550K +$550K +7,328 New
TSS
969
Two Sigma Securities
New York
$550K +$550K +7,326 New
BCM
970
BluePointe Capital Management
California
$548K +$548K +7,296 New
FDCP
971
Foster Dykema Cabot & Partners
Massachusetts
$545K +$545K +7,251 New
CAM
972
Clarity Asset Management
Iowa
$543K +$543K +7,228 New
MWP
973
Madison Wealth Partners
Wisconsin
$540K – – –
NB
974
NBT Bank
New York
$539K +$5.11K +68 +1%
TSW
975
Three Seasons Wealth
Utah
$539K +$132K +1,759 +32%
37 38
39
40 41