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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.

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
1
Envestnet Asset Management
Illinois
$1.48B
2
LPL Financial
2
LPL Financial
California
$527M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$133M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$340M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.01B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
WIA
2
World Investment Advisors
California
$5.79M
3
SCM
3
SCS Capital Management
Massachusetts
$41.3M
4
PP
4
Prudential plc
United Kingdom
$33M
5
Stifel Financial
5
Stifel Financial
Missouri
$473M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$37.2M 544,010 +502,241 +1,202%
BPA
77
Beacon Pointe Advisors
California
$37.1M 542,324 +36,329 +7%
1IA
78
1834 Investment Advisors
Wisconsin
$37M 540,564 -10,453 -2%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$36.9M 539,244 +287,025 +114%
PA
80
Probity Advisors
Texas
$36.6M 534,747 -9,119 -2%
AWM
81
AE Wealth Management
Kansas
$36.5M 533,734 +93,085 +21%
NSIM
82
North Star Investment Management
Illinois
$35.9M 524,073 +1,265 +0.2%
Creative Planning
83
Creative Planning
Kansas
$33.4M 488,728 +23,319 +5%
PP
84
Prudential plc
United Kingdom
$33M 482,500 -333,900 -41%
CWM
85
Connecticut Wealth Management
Connecticut
$32.6M 476,091 -9,307 -2%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$32.1M 469,705 -30,810 -6%
GT
87
Greenleaf Trust
Michigan
$32.1M 469,374 -5,900 -1%
OIA
88
OneDigital Investment Advisors
Kansas
$31.8M 464,855 +329,219 +243%
BFPW
89
BOK Financial Private Wealth
Colorado
$31.1M 453,397 -8,521 -2%
Financial Engines Advisors
90
Financial Engines Advisors
California
$30.9M 449,670 -28,991 -6%
SPC
91
Sigma Planning Corp
Michigan
$30.7M 449,139 +11,720 +3%
FLA
92
Financial Life Advisors
Texas
$30.3M 443,157 +15,196 +4%
QS
93
Quantitative Strategies
California
$29.5M 431,852 +20,090 +5%
Two Sigma Advisers
94
Two Sigma Advisers
New York
$28.7M 419,700 +286,800 +216%
UCFA
95
United Capital Financial Advisors
Texas
$28.7M 419,176 -87,361 -17%
SWPG
96
Strategic Wealth Partners Group
Illinois
$28.3M 413,008 +6,892 +2%
GW
97
GW & Wade
Massachusetts
$28.3M 413,613 +4,524 +1%
ANB
98
Amarillo National Bank
Texas
$28.2M 412,017 -117 -0%
KAS
99
Kestra Advisory Services
Texas
$27.9M 407,923 +72,379 +22%
AWS
100
Atria Wealth Solutions
New York
$27.8M 405,033 +160,207 +65%
2 3
4
5 6