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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 %
CSWM
1301
Cassady Schiller Wealth Management
Ohio
$239K – – –
GI
1302
GAMMA Investing
California
$239K +$239K +3,096 New
WS
1303
Wedbush Securities
California
$238K +$18.2K +243 +8%
TIM
1304
Tortoise Investment Management
New York
$236K -$6.91K -92 -3%
LCGC
1305
Legacy Capital Group California
California
$235K +$1.58K +21 +0.7%
MKC
1306
M. Kraus & Co
Vermont
$233K – – –
CWM
1307
Core Wealth Management
Florida
$233K – – –
OBWG
1308
Onyx Bridge Wealth Group
New York
$232K -$43.4K -578 -16%
OWM
1309
Orgel Wealth Management
Wisconsin
$231K +$231K +3,077 New
SW
1310
SkyOak Wealth
Michigan
$230K – – –
LFA
1311
LGT Financial Advisors
Texas
$230K +$81.2K +1,081 +55%
EFG
1312
Embree Financial Group
Illinois
$229K +$229K +3,047 New
1WM
1313
1900 Wealth Management
Texas
$228K -$2.36M -31,475 -91%
MI
1314
Motiv8 Investments
Florida
$227K +$227K +3,027 New
FAT
1315
First American Trust
California
$227K – – –
RCG
1316
Regatta Capital Group
California
$227K – – –
SC
1317
Steph & Co
Wisconsin
$226K -$49.8K -663 -18%
1W
1318
1776 Wealth
Georgia
$225K – – –
TC
1319
Truvestments Capital
Florida
$225K +$976 +13 +0.4%
CCM
1320
Carlson Capital Management
Minnesota
$225K +$225K +2,999 New
TPWM
1321
Twelve Points Wealth Management
Massachusetts
$225K -$7.74K -103 -3%
TCB
1322
Texas Capital Bancshares
Texas
$224K – – –
EWA
1323
Evolution Wealth Advisors
Florida
$222K – – –
QC
1324
Quent Capital
New York
$222K -$2.78K -37 -1%
BA
1325
Bluesphere Advisors
Pennsylvania
$221K +$451 +6 +0.2%
51 52
53
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