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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 %
SSW
1126
Stone Summit Wealth
Florida
$365K +$14.5K +193 +4%
SFG
1127
Sovereign Financial Group
Connecticut
$362K -$38.1K -508 -10%
CCM
1128
Condor Capital Management
New Jersey
$359K – – –
RCM
1129
Raleigh Capital Management
North Carolina
$358K -$3.76K -50 -1%
WLPWM
1130
Walled Lake Planning & Wealth Management
Illinois
$357K +$2.18K +29 +0.6%
FB
1131
Fulton Bank
Pennsylvania
$356K – – –
PPP
1132
Private Portfolio Partners
New Jersey
$355K -$9.69K -129 -3%
WHCI
1133
W.H. Cornerstone Investments
Massachusetts
$355K -$98.9K -1,316 -22%
SWA
1134
SFMG Wealth Advisors
Texas
$354K +$16.8K +224 +5%
SCM
1135
Seascape Capital Management
New Hampshire
$354K +$354K +4,716 New
MCM
1136
Morton Capital Management
California
$354K – – –
VDI
1137
Vaughan David Investments
Illinois
$352K +$352K +4,690 New
SC
1138
Shearwater Capital
Colorado
$352K -$11.4K -152 -3%
GAG
1139
GM Advisory Group
New York
$351K – – –
TC
1140
Trilogy Capital
California
$351K -$1.35K -18 -0.4%
GFA
1141
Gallagher Fiduciary Advisors
Illinois
$348K +$83.6K +1,113 +32%
SFC
1142
Swisher Financial Concepts
Ohio
$347K +$347K +4,603 New
WAM
1143
WNY Asset Management
New York
$345K – – –
SC
1144
Schoolcraft Capital
Colorado
$345K – – –
LWM
1145
LJI Wealth Management
Indiana
$345K +$901 +12 +0.3%
APC
1146
Aspire Private Capital
North Carolina
$344K +$114K +1,522 +50%
NMG
1147
New Millennium Group
Utah
$342K – – –
CA
1148
CGN Advisors
Kansas
$339K – – –
PIFP
1149
Partners in Financial Planning
Virginia
$338K -$90K -1,199 -21%
CKAIS
1150
Christensen King & Associates Investment Services
Washington
$337K +$337K +4,492 New
44 45
46
47 48