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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.

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
1
Envestnet Asset Management
Illinois
$854M
2
BFG
2
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
3
US Bancorp
Minnesota
$201M
4
CWM
4
Calamos Wealth Management
Illinois
$52.9M
5
IA
5
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B
2
CIA
2
Choate Investment Advisors
Massachusetts
$2.09M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$86.9M
4
APWM
4
Atlas Private Wealth Management
New York
$2.72M
5
MMA
5
Miracle Mile Advisors
California
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$27.7M 433,650 +101,280 +30%
ANB
77
Amarillo National Bank
Texas
$26.8M 419,349 +5,899 +1%
TPCW
78
TD Private Client Wealth
New York
$26.5M 414,547 +20,279 +5%
GW
79
GW & Wade
Massachusetts
$26M 406,886 +9,485 +2%
WIA
80
World Investment Advisors
California
$26M 406,402 +373,255 +1,126%
BB
81
Busey Bank
Illinois
$25.3M 395,442 -7,601 -2%
EWMCB
82
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$24.7M 386,444 -3,632 -0.9%
SWPG
83
Strategic Wealth Partners Group
Illinois
$24.6M 385,597 +41,893 +12%
FLA
84
Financial Life Advisors
Texas
$24.4M 381,879 +13,232 +4%
PAG
85
Private Advisor Group
New Jersey
$24.4M 381,756 +34,023 +10%
Citigroup
86
Citigroup
New York
$24M 376,014 -3,859 -1%
EWA
87
Encompass Wealth Advisors
Oregon
$23.1M 362,104 +81 +0%
FMWA
88
Forvis Mazars Wealth Advisors
Missouri
$23.1M 362,092 -1,280 -0.4%
LWP
89
LMG Wealth Partners
Louisiana
$22.9M 358,649 +7,518 +2%
FWMM
90
Foundation Wealth Management (Missouri)
Missouri
$22.8M 357,421 -68 -0%
MCM
91
MV Capital Management
Maryland
$22.7M 355,535 +13,740 +4%
MML Investors Services
92
MML Investors Services
Massachusetts
$22.7M 355,325 -25,775 -7%
KAS
93
Kestra Advisory Services
Texas
$22.6M 353,258 -96,704 -21%
PRWA
94
Platte River Wealth Advisors
Colorado
$21.9M 343,220 -1,037 -0.3%
AAS
95
Avantax Advisory Services
Texas
$21.8M 340,759 +3,627 +1%
BF
96
BOK Financial
Oklahoma
$21.8M 340,613 -110,596 -25%
MWM
97
Modera Wealth Management
New Jersey
$21.2M 332,495 -150,712 -31%
CG
98
Colony Group
Massachusetts
$21.2M 331,612 -10,277 -3%
SIC
99
Sterling Investment Counsel
New York
$21M 328,753 -9,453 -3%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$21M 328,048 -18,194 -5%
2 3
4
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