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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 %
LWM
1426
Laidlaw Wealth Management
New York
– – -4,306 Closed
FPCG
1427
Forum Private Client Group
Indiana
– – -4,262 Closed
VAS
1428
Vestmark Advisory Solutions
Massachusetts
– – -3,541 Closed
SI
1429
Saxon Interests
Texas
– – -3,489 Closed
KM
1430
Kalos Management
Georgia
– – -3,422 Closed
FWI
1431
Facet Wealth Inc
Maryland
– – -3,421 Closed
GC
1432
Grimes & Company
Massachusetts
– – -3,402 Closed
3LCM
1433
3D/L Capital Management
Connecticut
– – -3,401 Closed
VCM
1434
Vision Capital Management
Oregon
– – -3,371 Closed
PSIWM
1435
Paradigm Strategies in Wealth Management
Minnesota
– – -3,335 Closed
FCIM
1436
Fairview Capital Investment Management
California
– – -3,167 Closed
FFA
1437
Fragasso Financial Advisors
Pennsylvania
– – -3,153 Closed
DWP
1438
Daymark Wealth Partners
Ohio
– – -3,083 Closed
WQ
1439
Wealth Quarterback
New Jersey
– – -3,033 Closed
JCM
1440
Jag Capital Management
Missouri
– – -3,015 Closed
PWG
1441
Portside Wealth Group
Utah
– – -2,982 Closed
RWA
1442
River Wealth Advisors
Pennsylvania
– – -2,961 Closed
RHP
1443
Royal Harbor Partners
Texas
– – -2,920 Closed
ACP
1444
Aviance Capital Partners
Florida
– – -2,883 Closed
D
1445
Diversified
Delaware
– – -2,881 Closed
RT
1446
Rockland Trust
Massachusetts
– – -2,860 Closed
LSIA
1447
LaSalle St. Investment Advisors
Illinois
– – -2,859 Closed
CC
1448
Cypress Capital
Tennessee
– – -2,855 Closed
BI
1449
Ballast Inc
Kentucky
– – -2,852 Closed
CAS
1450
Coppell Advisory Solutions
Texas
– – -1,532 Closed
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