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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 %
BCM
1126
Becker Capital Management
Oregon
$226K 3,208 – –
PWM
1127
Paulson Wealth Management
Illinois
$226K 3,200 +3,200 New
RBC
1128
Roble Belko & Company
Pennsylvania
$225K 3,196 – –
KCPG
1129
Kavar Capital Partners Group
Kansas
$225K 3,192 +3,192 New
CSWM
1130
Cassady Schiller Wealth Management
Ohio
$225K 3,186 – –
FCIM
1131
Fairview Capital Investment Management
California
$223K 3,167 -26 -0.8%
FFA
1132
Fragasso Financial Advisors
Pennsylvania
$222K 3,153 -24 -0.8%
TP
1133
Tranquility Partners
Tennessee
$222K 3,149 +3,149 New
HFS
1134
Howard Financial Services
Texas
$221K 3,137 +3,137 New
UL
1135
Unionview LLC
Washington
$220K 3,127 +3,127 New
BO
1136
Bank OZK
Arkansas
$219K 3,108 +3,108 New
MKC
1137
M. Kraus & Co
Vermont
$218K 3,100 +3,100 New
CWM
1138
Core Wealth Management
Florida
$218K 3,099 +3,099 New
SG Americas Securities
1139
SG Americas Securities
New York
$218K 3,096 – –
DWP
1140
Daymark Wealth Partners
Ohio
$217K 3,083 -444 -13%
TIM
1141
Tortoise Investment Management
New York
$216K 3,068 – –
ACA
1142
Atlas Capital Advisors
Wyoming
$216K 3,066 +2,666 +667%
LCGC
1143
Legacy Capital Group California
California
$216K 3,058 +3,058 New
LWCFA
1144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K 3,044 -765 -20%
BAM
1145
Berkshire Asset Management
Pennsylvania
$214K 3,040 +3,040 New
WQ
1146
Wealth Quarterback
New Jersey
$214K 3,033 -560 -16%
FAT
1147
First American Trust
California
$213K 3,021 +3,021 New
SWM
1148
Selective Wealth Management
Virginia
$213K 3,059 +3,059 New
LRIA
1149
Leonard Rickey Investment Advisors
Washington
$213K 3,016 +3,016 New
SW
1150
SkyOak Wealth
Michigan
$213K 3,016 +3,016 New
44 45
46
47 48