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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 %
RMAM
1226
Raab & Moskowitz Asset Management
New Jersey
$281K -$75 -1 -0%
CFAM
1227
Center For Asset Management
Florida
$281K -$16.3K -217 -5%
JGC
1228
J. Goldman & Co
New York
$280K +$280K +3,735 New
CTA
1229
Colonial Trust Advisors
South Carolina
$280K +$300 +4 +0.1%
FPCG
1230
Forum Private Client Group
Indiana
$280K +$280K +3,723 New
NAMNJ
1231
NorthStar Asset Management (New Jersey)
New Jersey
$279K +$279K +3,714 New
WAG
1232
Winthrop Advisory Group
Massachusetts
$277K -$8.6M -49,460 -97%
FWI
1233
Facet Wealth Inc
Maryland
$276K +$276K +3,447 New
MFT
1234
Moisand Fitzgerald Tamayo
Florida
$276K +$6.31K +84 +2%
AFG
1235
ABLE Financial Group
Arizona
$276K +$53.4K +711 +24%
LSPW
1236
Lake Street Private Wealth
Illinois
$276K -$2.93K -39 -1%
SWM
1237
Shelton Wealth Management
Texas
$275K +$451 +6 +0.2%
BOSSRA
1238
B.O.S.S. Retirement Advisors
Utah
$274K +$274K +3,654 New
SGK
1239
Steigerwald Gordon & Koch
Virginia
$274K – – –
SPIA
1240
Strategic Point Investment Advisors
Rhode Island
$274K -$16.5K -220 -6%
AWP
1241
Accretive Wealth Partners
New Jersey
$272K – – –
WCM
1242
Weaver Capital Management
Georgia
$271K +$271K +3,608 New
EI
1243
Ellevest Inc
New York
$270K – – –
PPW
1244
Parcion Private Wealth
Washington
$269K +$269K +3,584 New
BAMG
1245
Brand Asset Management Group
Missouri
$269K -$53.7K -715 -17%
HB
1246
HTLF Bank
Colorado
$269K +$269K +3,579 New
CP
1247
Coho Partners
Pennsylvania
$265K – – –
RW
1248
RVW Wealth
California
$265K – – –
CP
1249
Covenant Partners
Tennessee
$264K -$26.3K -350 -9%
KF
1250
KKM Financial
Illinois
$263K +$263K +3,500 New
48 49
50
51 52