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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 %
NHC
1176
Nicholas Hoffman & Company
Georgia
$321K +$1.5K +20 +0.5%
MSFS
1177
Main Street Financial Solutions
Pennsylvania
$321K – – –
RWM
1178
Ritholtz Wealth Management
New York
$320K +$150 +2 +0%
HFS
1179
Howard Financial Services
Texas
$319K +$83.7K +1,115 +36%
GEA
1180
Glen Eagle Advisors
New Jersey
$319K -$14K -187 -4%
GI
1181
Gradient Investments
Minnesota
$319K +$4.28K +57 +1%
PIAS
1182
PCA Investment Advisory Services
Ohio
$318K -$105K -1,400 -25%
SWM
1183
Segment Wealth Management
Texas
$318K – – –
FPCP
1184
Fort Point Capital Partners
California
$318K – – –
AAP
1185
Arax Advisory Partners
Colorado
$316K -$10.7K -142 -3%
NRC
1186
New Republic Capital
North Carolina
$316K +$1.13K +15 +0.4%
PFM
1187
Phillips Financial Management
Indiana
$316K -$73.1K -974 -19%
AGWCA
1188
Annis Gardner Whiting Capital Advisors
Florida
$315K – – –
ERIC
1189
Eagle Rock Investment Company
Georgia
$315K – – –
LGWM
1190
Litman Gregory Wealth Management
California
$315K – – –
AC
1191
Apella Capital
Connecticut
$313K – – –
MIA
1192
MainStreet Investment Advisors
Illinois
$312K – – –
BFS
1193
Bare Financial Services
Pennsylvania
$312K +$312K +4,152 New
UCB
1194
United Community Bank
South Carolina
$309K -$25.5K -339 -8%
C
1195
CEDRUS
Colorado
$307K +$34.1K +454 +12%
ZF
1196
Zhang Financial
Michigan
$305K – – –
HAS
1197
Holland Advisory Services
Florida
$304K +$1.8K +24 +0.6%
BW
1198
BIP Wealth
Georgia
$304K -$44.7K -595 -13%
CWA
1199
Canvas Wealth Advisors
Kansas
$304K +$304K +4,016 New
WG
1200
Welch Group
Alabama
$303K -$41.5K -553 -12%
46 47
48
49 50