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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
EB
1101
Eastern Bank
Massachusetts
$239K 3,396 – –
CCMG
1102
Clark Capital Management Group
Pennsylvania
$239K 3,394 -314 -8%
OC
1103
Oarsman Capital
Wisconsin
$239K 3,385 +30 +0.9%
ATWA
1104
Arbor Trust Wealth Advisors
Michigan
$238K 3,381 +7 +0.2%
GFA
1105
Gallagher Fiduciary Advisors
Illinois
$238K 3,373 +3,373 New
VCM
1106
Vision Capital Management
Oregon
$238K 3,371 – –
LS
1107
Leelyn Smith
Illinois
$237K 3,368 – –
HSWM
1108
Hubbell Strickland Wealth Management
Louisiana
$236K 3,354 +8 +0.2%
AAG
1109
Armstrong Advisory Group
Massachusetts
$236K 3,352 – –
CA
1110
Continuum Advisory
Idaho
$236K 3,348 -13,722 -80%
AWE
1111
Avidian Wealth Enterprises
Texas
$235K 3,338 +3,338 New
PSIWM
1112
Paradigm Strategies in Wealth Management
Minnesota
$235K 3,335 – –
CAM
1113
Covenant Asset Management
New Jersey
$235K 3,332 – –
EIG
1114
Ellenbecker Investment Group
Wisconsin
$234K 3,324 -87 -3%
SFS
1115
Stiles Financial Services
Minnesota
$233K 3,305 – –
IDA
1116
Intelligence Driven Advisers
California
$233K 3,334 – –
WCP
1117
Wick Capital Partners
Pennsylvania
$233K 3,305 – –
HBT
1118
Hills Bank & Trust
Iowa
$233K 3,302 – –
CWS
1119
Cypress Wealth Services
California
$232K 3,240 +3,240 New
HCM
1120
Hollencrest Capital Management
California
$230K 3,258 -1,086 -25%
ZIG
1121
Zullo Investment Group
Pennsylvania
$229K 3,255 -72 -2%
I
1122
INVST
Indiana
$229K 3,251 +3,251 New
AA
1123
Axiom Advisory
California
$229K 3,247 -28 -0.9%
IWN
1124
Independent Wealth Network
Iowa
$228K 3,237 +42 +1%
CTA
1125
Colonial Trust Advisors
South Carolina
$227K 3,214 -84 -3%
43 44
45
46 47