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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 %
4WM
1051
49 Wealth Management
Texas
$439K +$439K +5,842 New
CPSAC
1052
Chas P. Smith & Associates (CPS)
Florida
$438K +$75 +1 +0%
GCIM
1053
Gunn & Company Investment Management
Florida
$438K +$438K +5,832 New
WCG
1054
Weaver Consulting Group
California
$437K +$526 +7 +0.1%
KA
1055
Klingman & Associates
New York
$434K – – –
SWA
1056
Sax Wealth Advisors
New Jersey
$433K +$1.95K +26 +0.5%
SIC
1057
Samalin Investment Counsel
New York
$433K +$2.48K +33 +0.6%
CWP
1058
Corepath Wealth Partners
Arizona
$430K – – –
MCM
1059
Mengis Capital Management
Oregon
$429K – – –
PAM
1060
Palisade Asset Management
Minnesota
$429K +$26.6K +354 +7%
OPWM
1061
Oakwell Private Wealth Management
Texas
$428K – – –
DSC
1062
Duncker Streett & Co
Missouri
$428K +$1.43K +19 +0.3%
FAM
1063
Formidable Asset Management
Ohio
$425K – – –
WIC
1064
Woodmont Investment Counsel
Tennessee
$420K +$30.5K +406 +8%
W
1065
Wealthquest
Ohio
$418K -$75 -1 -0%
LJAC
1066
L.J. Altfest & Co
New York
$418K – – –
SFG
1067
Sage Financial Group
Pennsylvania
$418K – – –
BC
1068
Brio Consultants
California
$417K -$9.54K -127 -2%
IGWM
1069
ICA Group Wealth Management
Colorado
$416K +$10.4K +139 +3%
BOPW
1070
Brandywine Oak Private Wealth
Pennsylvania
$415K – – –
WCM
1071
WealthBridge Capital Management
Ohio
$412K – – –
PL
1072
Parthenon LLC
Kentucky
$412K – – –
PFA
1073
Pure Financial Advisors
California
$410K – – –
AC
1074
Abbrea Capital
California
$408K – – –
OP
1075
ORG Partners
Indiana
$405K +$226K +3,005 +126%
41 42
43
44 45