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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 %
SB
1076
Simmons Bank
Arkansas
$405K – – –
S
1077
Sachetta
Massachusetts
$404K +$404K +5,383 New
IWS
1078
Insight Wealth Strategies
California
$403K +$2.4K +32 +0.6%
KA
1079
Kovack Advisors
Florida
$403K +$403K +5,371 New
FPIS
1080
Financial Planning & Information Services
Wisconsin
$402K +$4.43K +59 +1%
TF
1081
Theory Financial
Colorado
$402K -$108K -1,433 -21%
SAM
1082
Summit Asset Management
Tennessee
$401K -$5.41K -72 -1%
TI
1083
Trexquant Investment
Connecticut
$400K -$178K -2,365 -31%
PWP
1084
Principle Wealth Partners
Connecticut
$399K – – –
DIA
1085
Dana Investment Advisors
Wisconsin
$399K – – –
I
1086
INVST
Indiana
$399K -$4.83M -60,239 -92%
FCP
1087
Fidelis Capital Partners
Florida
$399K – – –
FI
1088
Financial Insights
Washington
$399K – – –
GA
1089
Goldstein Advisors
Wisconsin
$399K -$13.8K -184 -3%
SMA
1090
Sage Mountain Advisors
Georgia
$397K +$826 +11 +0.2%
Bank of Nova Scotia
1091
Bank of Nova Scotia
Ontario, Canada
$397K – – –
DFC
1092
DB Fitzpatrick & Co
Idaho
$396K +$4.66K +62 +1%
NOI
1093
Newton One Investments
Delaware
$395K +$2.4K +32 +0.6%
EB
1094
Eastern Bank
Massachusetts
$394K – – –
GP
1095
Girard Partners
Pennsylvania
$394K +$75 +1 +0%
EW
1096
Enzi Wealth
Texas
$393K – – –
KWA
1097
Kingswood Wealth Advisors
California
$393K +$393K +5,229 New
KCM
1098
KRS Capital Management
Michigan
$392K – – –
WCP
1099
Wick Capital Partners
Pennsylvania
$391K +$1.88K +25 +0.5%
VCA
1100
Verdence Capital Advisors
Maryland
$390K +$1.8K +24 +0.5%
42 43
44
45 46