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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.48B
2
LPL Financial
2
LPL Financial
California
$527M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$133M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$340M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.01B

Top Sellers

1
TAIM
1
TD Ameritrade Investment Management
Nebraska
$0
2
WIA
2
World Investment Advisors
California
$5.79M
3
SCM
3
SCS Capital Management
Massachusetts
$41.3M
4
PP
4
Prudential plc
United Kingdom
$33M
5
Stifel Financial
5
Stifel Financial
Missouri
$473M
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
1401
TD Ameritrade Investment Management
Nebraska
– – -794,664 Closed
V
1402
Veritable
Delaware
– – -292,442 Closed
BFS
1403
Bard Financial Services
Connecticut
– – -55,000 Closed
Jane Street
1404
Jane Street
New York
– – -37,257 Closed
TWP
1405
Tempus Wealth Planning
California
– – -29,733 Closed
SAM
1406
Securian Asset Management
Minnesota
– – -25,070 Closed
Millennium Management
1407
Millennium Management
New York
– – -24,991 Closed
PG
1408
Prostatis Group
Maryland
– – -22,272 Closed
CS
1409
Capital Square
Tennessee
– – -14,616 Closed
GCP
1410
GSA Capital Partners
United Kingdom
– – -14,300 Closed
TSS
1411
Two Sigma Securities
New York
– – -13,338 Closed
KA
1412
Kovack Advisors
Florida
– – -11,985 Closed
AA
1413
Advisory Alpha
Michigan
– – -11,293 Closed
CIAS
1414
CFS Investment Advisory Services
New Jersey
– – -10,747 Closed
Squarepoint
1415
Squarepoint
New York
– – -10,482 Closed
SBH
1416
Segall Bryant & Hamill
Illinois
– – -10,167 Closed
CA
1417
Calton & Associates
Florida
– – -9,811 Closed
TA
1418
TFB Advisors
Kansas
– – -9,097 Closed
YIH
1419
Y-Intercept (HK)
Hong Kong
– – -8,848 Closed
NW
1420
Naviter Wealth
Arkansas
– – -8,612 Closed
BPC
1421
Banque Pictet & Cie
Switzerland
– – -6,292 Closed
RFN
1422
Redwood Financial Network
Ohio
– – -5,175 Closed
RMDI
1423
R.M. Davis Inc
Maine
– – -4,802 Closed
B
1424
Bridgeworth
Alabama
– – -4,781 Closed
GSIAS
1425
Garden State Investment Advisory Services
New Jersey
– – -4,332 Closed
55 56
57
58 59