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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$79.4M
2
BFG
Barber Financial Group
Kansas
+$56.3M
3
US Bancorp
US Bancorp
Minnesota
+$50.1M
4
CWM
Calamos Wealth Management
Illinois
+$49M
5
IA
IFP Advisors
Florida
+$41.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$384M
2
CIA
Choate Investment Advisors
Massachusetts
-$195M
3
HNB
Huntington National Bank
Ohio
-$132M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$72M
5
APWM
Atlas Private Wealth Management
New York
-$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
1076
Armstrong Advisory Group
Massachusetts
$214K – – –
HSWM
1077
Hubbell Strickland Wealth Management
Louisiana
$214K +$214K +3,346 New
PSIWM
1078
Paradigm Strategies in Wealth Management
Minnesota
$213K +$213K +3,335 New
CAM
1079
Covenant Asset Management
New Jersey
$213K -$20.2K -316 -9%
IDA
1080
Intelligence Driven Advisers
California
$213K +$213K +3,334 New
ZIG
1081
Zullo Investment Group
Pennsylvania
$213K -$831 -13 -0.4%
CAM
1082
Cozad Asset Management
Illinois
$212K +$212K +3,313 New
SFS
1083
Stiles Financial Services
Minnesota
$211K +$211K +3,305 New
WCP
1084
Wick Capital Partners
Pennsylvania
$211K +$211K +3,305 New
HBT
1085
Hills Bank & Trust
Iowa
$211K +$211K +3,302 New
CTA
1086
Colonial Trust Advisors
South Carolina
$211K +$64 +1 +0%
AA
1087
Axiom Advisory
California
$211K +$211K +3,275 New
RCG
1088
Regatta Capital Group
California
$210K – – –
Fisher Asset Management
1089
Fisher Asset Management
Washington
$207K +$207K +3,247 New
BCM
1090
Becker Capital Management
Oregon
$205K +$205K +3,208 New
IWN
1091
Independent Wealth Network
Iowa
$204K +$204K +3,195 New
FCIM
1092
Fairview Capital Investment Management
California
$204K +$204K +3,193 New
RBC
1093
Roble Belko & Company
Pennsylvania
$204K – – –
D
1094
Diversified
Delaware
$204K +$204K +3,187 New
CSWM
1095
Cassady Schiller Wealth Management
Ohio
$204K +$64 +1 +0%
TC
1096
Truvestments Capital
Florida
$203K -$94.2K -1,475 -32%
OBWG
1097
Onyx Bridge Wealth Group
New York
$203K +$203K +3,183 New
FFA
1098
Fragasso Financial Advisors
Pennsylvania
$203K -$30.5K -477 -13%
KM
1099
Kalos Management
Georgia
$203K +$4.86K +76 +2%
SG Americas Securities
1100
SG Americas Securities
New York
$198K – – –
42 43
44
45 46