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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 %
UFA
1151
US Financial Advisors
Massachusetts
$337K -$8.79K -117 -3%
KIA
1152
KCM Investment Advisors
California
$336K +$15.8K +211 +5%
AWM
1153
Aspire Wealth Management
Massachusetts
$336K +$75 +1 +0%
SB
1154
Sunflower Bank
Texas
$334K -$86.4K -1,151 -21%
T
1155
TrueFG
Texas
$333K – – –
CFP
1156
Catalyst Financial Partners
Massachusetts
$332K +$10.7K +142 +3%
RIG
1157
RiverFront Investment Group
Virginia
$332K +$89.6K +1,193 +37%
SGAM
1158
Smith Group Asset Management
Texas
$331K +$331K +4,410 New
PFGIA
1159
Patriot Financial Group Insurance Agency
Massachusetts
$330K +$81.1K +1,080 +33%
BWM
1160
Brown Wealth Management
Illinois
$330K -$375 -5 -0.1%
UWPG
1161
Ullmann Wealth Partners Group
Florida
$329K – – –
RZH
1162
Relyea Zuckerberg Hanson
Connecticut
$328K – – –
VC
1163
Vicus Capital
Pennsylvania
$328K -$12.9K -172 -4%
HA
1164
HFG Advisors
Ohio
$327K -$52.6K -700 -14%
BIAS
1165
Beacon Investment Advisory Services
New Jersey
$327K – – –
AFP
1166
Ausdal Financial Partners
Iowa
$326K -$29.3K -390 -8%
CFG
1167
Cooper Financial Group
California
$325K -$46K -613 -12%
Fisher Asset Management
1168
Fisher Asset Management
Washington
$324K +$83.6K +1,113 +35%
CA
1169
Continuum Advisory
Idaho
$323K +$7.06K +94 +2%
GSIAS
1170
Garden State Investment Advisory Services
New Jersey
$323K +$323K +4,299 New
WH
1171
Willner & Heller
California
$323K +$323K +4,295 New
IWS
1172
Integrity Wealth Solutions
Colorado
$322K +$322K +4,284 New
BCP
1173
Blue Chip Partners
Michigan
$322K +$1.95K +26 +0.6%
SPI
1174
Sutton Place Investors
New York
$321K +$24.9K +332 +8%
RWG
1175
Ratio Wealth Group
Colorado
$321K – – –
45 46
47
48 49