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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.

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B
2
CIA
2
Choate Investment Advisors
Massachusetts
$2.09M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$86.9M
4
APWM
4
Atlas Private Wealth Management
New York
$2.72M
5
MMA
5
Miracle Mile Advisors
California
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FMC
101
First Merchants Corp
Indiana
$20.9M 326,474 +5,251 +2%
PSCM
102
Per Stirling Capital Management
Texas
$20.5M 321,423 +33,431 +12%
PRS
103
Pinkerton Retirement Specialists
Idaho
$20.5M 320,288 +320,288 New
SVCP
104
Silicon Valley Capital Partners
California
$20.4M 319,040 -10,261 -3%
V
105
Veritable
Delaware
$18.9M 295,147 -5,941 -2%
PR
106
Payden & Rygel
California
$18.8M 293,671 +49,941 +20%
CFA
107
Cahill Financial Advisors
Minnesota
$18.5M 289,775 -2,181 -0.7%
AWM
108
AE Wealth Management
Kansas
$18.4M 288,296 +72,597 +34%
GIA
109
GHP Investment Advisors
Colorado
$18.2M 284,823 -5,994 -2%
DSA
110
Droms Strauss Advisors
Missouri
$18.1M 283,110 +6,382 +2%
CAN
111
Cetera Advisor Networks
California
$18.1M 282,650 -20,513 -7%
AAS
112
Ameritas Advisory Services
Nebraska
$17.6M 274,263 -63,274 -19%
PSP
113
Principal Street Partners
Tennessee
$17.6M 275,022 +830 +0.3%
SC
114
Saiph Capital
New Jersey
$17.4M 272,652 -121,667 -31%
SEI Investments
115
SEI Investments
Pennsylvania
$17.2M 269,553 -3,049 -1%
HF
116
Halpern Financial
Virginia
$17.2M 269,116 +3,817 +1%
KL
117
KWMG LLC
Kansas
$17.2M 268,901 +6,604 +3%
SFI
118
SPC Financial Inc
Maryland
$17.2M 268,575 +22,642 +9%
Cerity Partners
119
Cerity Partners
New York
$17.1M 267,916 +31,373 +13%
PIA
120
Powell Investment Advisors
Florida
$16.9M 264,543 +2,578 +1%
Kovitz Investment Group Partners
121
Kovitz Investment Group Partners
Illinois
$16.7M 262,042 -17,109 -6%
AWS
122
Atria Wealth Solutions
New York
$16.7M 260,703 +51,401 +25%
BEC
123
Blue Edge Capital
Virginia
$16.5M 258,573 +16,533 +7%
CL
124
Choreo LLC
Illinois
$16.2M 254,237 +3,815 +2%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$15.9M 248,247 -2,999 -1%
3 4
5
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