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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.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
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
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$32.8M 465,409 -26,050 -5%
BFPW
77
BOK Financial Private Wealth
Colorado
$32.6M 461,918 -40,013 -8%
AWM
78
AE Wealth Management
Kansas
$31.1M 440,649 +152,353 +53%
SPC
79
Sigma Planning Corp
Michigan
$30.8M 437,419 +3,769 +0.9%
WIA
80
World Investment Advisors
California
$30.6M 434,764 +28,362 +7%
PAG
81
Private Advisor Group
New Jersey
$30.4M 428,192 +46,436 +12%
FLA
82
Financial Life Advisors
Texas
$30.2M 427,961 +46,082 +12%
ANB
83
Amarillo National Bank
Texas
$29M 412,134 -7,215 -2%
QS
84
Quantitative Strategies
California
$29M 411,762 +411,762 New
GW
85
GW & Wade
Massachusetts
$28.8M 409,089 +2,203 +0.5%
SWPG
86
Strategic Wealth Partners Group
Illinois
$28.6M 406,116 +20,519 +5%
TPCW
87
TD Private Client Wealth
New York
$27.3M 386,905 -27,642 -7%
BB
88
Busey Bank
Illinois
$26.9M 381,832 -13,610 -3%
MCM
89
MV Capital Management
Maryland
$26M 368,695 +13,160 +4%
EWMCB
90
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$25.8M 365,913 -20,531 -5%
Citigroup
91
Citigroup
New York
$25.8M 365,554 -10,460 -3%
CAN
92
Cetera Advisor Networks
California
$25.7M 364,408 +81,758 +29%
LWP
93
LMG Wealth Partners
Louisiana
$25.4M 360,931 +2,282 +0.6%
EWA
94
Encompass Wealth Advisors
Oregon
$25.3M 358,426 -3,678 -1%
FWMM
95
Foundation Wealth Management (Missouri)
Missouri
$25.1M 355,950 -1,471 -0.4%
BF
96
BOK Financial
Oklahoma
$25M 355,298 +14,685 +4%
PRWA
97
Platte River Wealth Advisors
Colorado
$24.9M 353,774 +10,554 +3%
FMWA
98
Forvis Mazars Wealth Advisors
Missouri
$24.3M 344,530 -17,562 -5%
AAS
99
Avantax Advisory Services
Texas
$24.1M 342,643 +1,884 +0.6%
PR
100
Payden & Rygel
California
$23.8M 337,184 +43,513 +15%
2 3
4
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