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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 %
WWM
1101
WT Wealth Management
Arizona
$389K – – –
FRA
1102
Front Row Advisors
California
$388K -$367K -4,891 -49%
MMM
1103
Mendel Money Management
Illinois
$388K – – –
OHIS
1104
Oak Harvest Investment Services
Texas
$387K +$97.2K +1,294 +33%
GG
1105
Gleason Group
Kentucky
$387K +$2.33K +31 +0.6%
GCA
1106
Gradient Capital Advisors
California
$385K – – –
FFS
1107
Founders Financial Securities
Maryland
$382K +$21.7K +289 +6%
AI
1108
Accredited Investors
Minnesota
$381K +$8.19K +109 +2%
CWA
1109
Clearview Wealth Advisors
Oregon
$381K +$30.1K +401 +9%
Neuberger Berman Group
1110
Neuberger Berman Group
New York
$379K +$73.5K +979 +24%
AF
1111
Apollon Financial
South Carolina
$378K +$378K +5,029 New
LIA
1112
LifePlan Investment Advisors
North Carolina
$376K +$81.9K +1,090 +28%
GI
1113
GLOBALT Investments
Georgia
$376K +$376K +5,004 New
NEWAS
1114
N.E.W. Advisory Services
Wisconsin
$375K -$34.3K -457 -8%
CCG
1115
Catalina Capital Group
California
$373K +$373K +4,972 New
ML
1116
McAdam LLC
Pennsylvania
$371K +$42.2K +562 +13%
CGPCS
1117
Capital Group Private Client Services
California
$371K – – –
CCM
1118
Canal Capital Management
Virginia
$370K -$3.68K -49 -1%
OCFG
1119
O'Connor Financial Group
Illinois
$370K -$3.08K -41 -0.8%
AWA
1120
Amplius Wealth Advisors
Pennsylvania
$368K +$2.25K +30 +0.6%
PCM
1121
Peregrine Capital Management
Minnesota
$366K +$366K +4,876 New
PNAA
1122
Pictet North America Advisors
Switzerland
$366K – – –
BWA
1123
BCU Wealth Advisors
Illinois
$366K +$366K +4,872 New
LB
1124
Legacy Bridge
Iowa
$366K -$3K -40 -0.8%
VWA
1125
Visionary Wealth Advisors
Illinois
$365K -$16.7K -222 -4%
43 44
45
46 47