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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
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.45B
4
UFF
USA Financial Formulas
Michigan
$64.2M
5
OIA
OneDigital Investment Advisors
Kansas
$79.6M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$966M
2
HNB
Huntington National Bank
Ohio
$180M
3
Ameriprise
Ameriprise
Minnesota
$535M
4
Osaic Holdings
Osaic Holdings
Arizona
$291M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
1201
McDonald Partners
Ohio
$303K – – –
MFG
1202
MidWestOne Financial Group
Iowa
$302K – – –
HIP
1203
HUB Investment Partners
Texas
$301K +$301K +4,004 New
GPA
1204
Garrison Point Advisors
California
$300K – – –
HNWAG
1205
High Net Worth Advisory Group
Florida
$300K – – –
GJIA
1206
Glass Jacobson Investment Advisors
Maryland
$300K -$125K -1,662 -29%
GA
1207
Gordian Advisors
Arizona
$299K +$299K +3,982 New
BO
1208
Bank OZK
Arkansas
$299K +$24.6K +327 +9%
VBFG
1209
Vishria Bird Financial Group
Tennessee
$298K – – –
AWMNH
1210
Arcadia Wealth Management (New Hampshire)
New Hampshire
$298K +$298K +3,966 New
EP
1211
Edgestream Partners
New Jersey
$294K -$192K -2,560 -40%
OC
1212
Opinicus Capital
Florida
$293K +$293K +3,902 New
CCA
1213
Clarity Capital Advisors
Florida
$291K +$291K +3,875 New
AWM
1214
Affinity Wealth Management
Delaware
$289K +$289K +3,853 New
CWA
1215
Cornerstone Wealth Advisors
Minnesota
$289K – – –
PGA
1216
Portland Global Advisors
Maine
$288K – – –
CFC
1217
Coyle Financial Counsel
Illinois
$288K – – –
SF
1218
Summit Financial
New Jersey
$287K +$1.13K +15 +0.4%
WTC
1219
WhitTier Trust Company
Nevada
$286K – – –
LFG
1220
Larson Financial Group
Missouri
$284K -$2.64M -35,205 -90%
PCMC
1221
Private Capital Management (Colorado)
Colorado
$284K -$131K -1,746 -32%
AAS
1222
Annex Advisory Services
Wisconsin
$284K +$1.43K +19 +0.5%
MMG
1223
Monetary Management Group
Missouri
$282K – – –
BFG
1224
Beacon Financial Group
Texas
$281K +$281K +3,746 New
FSWA
1225
Financial Synergies Wealth Advisors
Texas
$281K -$1.17K -20 -0.4%
47 48
49
50 51