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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$854M
2
BFG
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
US Bancorp
Minnesota
$201M
4
CWM
Calamos Wealth Management
Illinois
$52.9M
5
IA
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.98B
2
CIA
Choate Investment Advisors
Massachusetts
$2.09M
3
HNB
Huntington National Bank
Ohio
$153M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$86.9M
5
APWM
Atlas Private Wealth Management
New York
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
1176
Newbridge Financial Services Group
Florida
$54.8K +$128 +2 +0.2%
TCA
1177
Trifecta Capital Advisors
Illinois
$53.9K – – –
FA
1178
Faithward Advisors
Pennsylvania
$52.7K +$779 +12 +2%
TWD
1179
True Wealth Design
Ohio
$51.1K – – –
LWP
1180
Lumature Wealth Partners
Georgia
$46.5K – – –
RP
1181
Rice Partnership
Hawaii
$42.7K – – –
IBOK
1182
Independence Bank of Kentucky
Kentucky
$40.4K – – –
WWM
1183
Wolff Wiese Magana
California
$37.8K – – –
WT
1184
Washington Trust
Rhode Island
$37.1K – – –
CCM
1185
Chilton Capital Management
Texas
$36.8K +$36.8K +576 New
RCM
1186
Rain Capital Management
Oregon
$36.6K +$128 +2 +0.3%
GWSG
1187
GPS Wealth Strategies Group
Colorado
$35.7K +$35.7K +558 New
BHWM
1188
Beaird Harris Wealth Management
Texas
$35.1K – – –
First Manhattan
1189
First Manhattan
New York
$35.1K -$128 -2 -0.4%
MFA
1190
McClarren Financial Advisors
Pennsylvania
$35K +$62 +1 +0.2%
MCM
1191
Magnolia Capital Management
New York
$35K +$35K +545 New
AFS
1192
Annapolis Financial Services
Maryland
$33.2K – – –
TRCT
1193
Tower Research Capital (TRC)
New York
$33K -$236K -3,725 -88%
WAM
1194
Worth Asset Management
Texas
$31.9K – – –
CB
1195
Centennial Bank
Arkansas
$30.9K – – –
WIM
1196
Westside Investment Management
California
$30.7K – – –
AIC
1197
Archer Investment Corporation
Indiana
$30.7K – – –
KA
1198
Kozak & Associates
Colorado
$29.6K +$128 +2 +0.4%
BLC
1199
Brown, Lisle/Cummings
Rhode Island
$29.4K – – –
CIA
1200
Cape Investment Advisory
Georgia
$29.4K +$29.4K +460 New
46 47
48
49 50