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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$23.6M 335,544 -17,714 -5%
CA
102
Clearstead Advisors
Ohio
$23.5M 333,379 +261,857 +366%
CG
103
Colony Group
Massachusetts
$23.2M 329,298 -2,314 -0.7%
SIC
104
Sterling Investment Counsel
New York
$23.2M 328,517 -236 -0.1%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$23M 326,645 -1,403 -0.4%
PSCM
106
Per Stirling Capital Management
Texas
$23M 325,724 +4,301 +1%
FMC
107
First Merchants Corp
Indiana
$22.7M 321,998 -4,476 -1%
SVCP
108
Silicon Valley Capital Partners
California
$21.8M 308,656 -10,384 -3%
IA
109
IFP Advisors
Florida
$21M 298,528 -9,573 -3%
Cerity Partners
110
Cerity Partners
New York
$20.8M 295,236 +27,320 +10%
V
111
Veritable
Delaware
$20.6M 292,442 -2,705 -0.9%
KL
112
KWMG LLC
Kansas
$19.8M 281,603 +12,702 +5%
CFA
113
Cahill Financial Advisors
Minnesota
$19.8M 281,464 -8,311 -3%
DSA
114
Droms Strauss Advisors
Missouri
$19.8M 280,836 -2,274 -0.8%
PSP
115
Principal Street Partners
Tennessee
$19.4M 275,618 +596 +0.2%
Two Sigma Investments
116
Two Sigma Investments
New York
$19.2M 272,500 +264,700 +3,394%
HF
117
Halpern Financial
Virginia
$18.9M 268,556 -560 -0.2%
SFI
118
SPC Financial Inc
Maryland
$18.9M 267,884 -691 -0.3%
GIA
119
GHP Investment Advisors
Colorado
$18.9M 267,900 -16,923 -6%
SEI Investments
120
SEI Investments
Pennsylvania
$18.8M 267,393 -2,160 -0.8%
BEC
121
Blue Edge Capital
Virginia
$18M 255,158 -3,415 -1%
CL
122
Choreo LLC
Illinois
$17.9M 253,954 -283 -0.1%
Bank of New York Mellon
123
Bank of New York Mellon
New York
$17.8M 252,219 +3,972 +2%
B
124
Barings
North Carolina
$17.7M 251,496 +251,496 New
MMA
125
Miracle Mile Advisors
California
$17.5M 248,162 -606,485 -71%
3 4
5
6 7