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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.

Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
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
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.45B
4
MWA
4
Midland Wealth Advisors
Illinois
$100M
5
MWM
5
Modern Wealth Management
Kansas
$67.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$966M
2
Ameriprise
2
Ameriprise
Minnesota
$535M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$291M
4
PP
4
Prudential plc
United Kingdom
$0
5
CA
5
Clearstead Advisors
Ohio
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
101
Financial Engines Advisors
California
$29M 385,633 -64,037 -14%
AWM
102
AE Wealth Management
Kansas
$28.8M 367,171 -166,563 -31%
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$28.5M 379,663 +18,920 +5%
BF
104
BOK Financial
Oklahoma
$28.5M 379,472 +42,770 +13%
AIP
105
Ameritas Investment Partners
Nebraska
$27.8M 370,232 -26,152 -7%
TPCW
106
TD Private Client Wealth
New York
$27.5M 366,068 -7,361 -2%
BB
107
Busey Bank
Illinois
$27.5M 365,880 -7,122 -2%
LWP
108
LMG Wealth Partners
Louisiana
$27.4M 365,298 -1,406 -0.4%
MCM
109
MV Capital Management
Maryland
$27.4M 364,828 -3,162 -0.9%
EWA
110
Encompass Wealth Advisors
Oregon
$27.3M 363,026 +265 +0.1%
Citigroup
111
Citigroup
New York
$27M 360,048 -13,756 -4%
PRS
112
Pinkerton Retirement Specialists
Idaho
$26.9M 358,086 +238,171 +199%
AAS
113
Avantax Advisory Services
Texas
$26M 346,111 -32,969 -9%
CA
114
Clearstead Advisors
Ohio
$25.2M 335,733 -322,502 -49%
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$24.3M 323,612 +323,612 New
FMC
116
First Merchants Corp
Indiana
$24.3M 322,958 -106 -0%
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$23.9M 318,488 -15,162 -5%
PR
118
Payden & Rygel
California
$23.8M 316,590 -20,309 -6%
CCFM
119
Clear Creek Financial Management
Washington
$23.5M 312,520 +259,020 +484%
IA
120
IFP Advisors
Florida
$23M 306,803 +17,665 +6%
SIC
121
Sterling Investment Counsel
New York
$22.8M 303,648 -28,781 -9%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$22.8M 303,404 +303,404 New
SVCP
123
Silicon Valley Capital Partners
California
$22.7M 302,359 -3,986 -1%
JC
124
JB Capital
Connecticut
$22.6M 300,695 +14,055 +5%
KL
125
KWMG LLC
Kansas
$20.9M 277,991 -5,122 -2%
3 4
5
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