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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 %
JAG
1001
Journey Advisory Group
Kentucky
$502K – – –
CMP
1002
Courage Miller Partners
Virginia
$502K -$65.2K -868 -11%
FNC
1003
First National Corp
Massachusetts
$496K – – –
ACP
1004
Aveo Capital Partners
Colorado
$496K +$58.5K +779 +13%
PBF
1005
Petix & Botte Financial
California
$492K -$61.6K -820 -11%
IW
1006
Imprint Wealth
South Carolina
$491K +$34.7K +462 +8%
TW
1007
TrinityPoint Wealth
Connecticut
$489K +$1.05K +14 +0.2%
WA1
1008
Wimmer Associates 1
California
$489K – – –
NDSI
1009
Newman Dignan & Sheerar Inc
Rhode Island
$487K +$16.7K +223 +4%
ST
1010
Sabal Trust
Florida
$486K – – –
AIP
1011
Almanack Investment Partners
Pennsylvania
$483K -$96.7K -1,288 -17%
DI
1012
Disciplined Investments
Oklahoma
$483K +$75 +1 +0%
WJWM
1013
Williams Jones Wealth Management
New York
$482K – – –
ACA
1014
Affinity Capital Advisors
California
$481K -$13K -173 -3%
PL
1015
Plancorp LLC
Missouri
$481K – – –
GKWIM
1016
Gerber Kawasaki Wealth & Investment Management
California
$480K -$2.03K -27 -0.4%
KCPG
1017
Kavar Capital Partners Group
Kansas
$479K +$240K +3,192 +100%
BBPWM
1018
Blue Bell Private Wealth Management
Pennsylvania
$479K – – –
PO
1019
Private Ocean
California
$478K – – –
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$477K -$123K -1,636 -20%
SWA
1021
Strata Wealth Advisors
Texas
$477K -$23.3K -310 -5%
FCH
1022
Freestone Capital Holdings
Washington
$476K +$235K +3,131 +98%
MWAM
1023
Manhattan West Asset Management
California
$474K -$5.33K -71 -1%
GIA
1024
Guyasuta Investment Advisors
Pennsylvania
$472K – – –
MWM
1025
Mascoma Wealth Management
New Hampshire
$471K -$54.8K -730 -10%
39 40
41
42 43