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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 %
MWA
1026
Monograph Wealth Advisors
California
$470K – – –
WFAG
1027
Worth Financial Advisory Group
North Carolina
$470K -$35.6K -474 -7%
BMWM
1028
Brown Miller Wealth Management
Virginia
$467K -$4.51K -60 -1%
SFG
1029
SNS Financial Group
Minnesota
$467K – – –
TF
1030
Tompkins Financial
New York
$465K +$3.15K +42 +0.7%
BAM
1031
BOS Asset Management
Illinois
$463K +$80.2K +1,068 +21%
TPWA
1032
Twin Peaks Wealth Advisors
California
$462K +$462K +6,147 New
PA
1033
Pinnacle Associates
New York
$461K +$3.61K +48 +0.8%
FC
1034
Fusion Capital
South Carolina
$460K +$2.18K +29 +0.5%
MSG
1035
Main Street Group
Virginia
$459K +$459K +6,112 New
FCFC
1036
First Citizens Financial Corp
Iowa
$457K +$457K +6,079 New
PNC
1037
Park National Corp
Ohio
$456K -$66.5K -885 -13%
CCA
1038
Conservest Capital Advisors
Pennsylvania
$456K +$76K +1,012 +20%
BFA
1039
Beaumont Financial Advisors
Massachusetts
$454K -$111K -1,480 -20%
OWA
1040
ORBA Wealth Advisors
Illinois
$451K +$451K +6,000 New
CFA
1041
CWS Financial Advisors
Michigan
$450K -$76.9K -1,024 -15%
EIA
1042
Eldridge Investment Advisors
New Hampshire
$448K – – –
PMFA
1043
Plante Moran Financial Advisors
Michigan
$447K +$264K +3,521 +145%
MC
1044
Middleton & Co
Massachusetts
$446K -$56.8K -756 -11%
WTB
1045
Washington Trust Bank
Washington
$446K – – –
CAM
1046
Crestone Asset Management
Colorado
$446K – – –
AUB
1047
Atlantic Union Bankshares
Virginia
$445K – – –
OHWP
1048
Oak Harbor Wealth Partners
North Carolina
$441K -$3.53K -47 -0.8%
EE
1049
EWG Elevate
California
$441K -$4.3M -57,295 -91%
GWS
1050
Glassman Wealth Services
Virginia
$441K +$22.5K +299 +5%
40 41
42
43 44