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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$854M
2
BFG
2
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
3
US Bancorp
Minnesota
$201M
4
CWM
4
Calamos Wealth Management
Illinois
$52.9M
5
IA
5
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B
2
CIA
2
Choate Investment Advisors
Massachusetts
$2.09M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$86.9M
4
APWM
4
Atlas Private Wealth Management
New York
$2.72M
5
MMA
5
Miracle Mile Advisors
California
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
126
Alera Investment Advisors
Illinois
$15.6M 244,685 +1,610 +0.7%
JMF
127
Johnson Midwest Financial
Iowa
$15.6M 243,586 +243,586 New
FAIM
128
Financial Advocates Investment Management
Washington
$15.4M 240,990 -2,107 -0.9%
CFA
129
Camarda Financial Advisors
Florida
$15.3M 240,167 +240,167 New
RA
130
Rodgers & Associates
Pennsylvania
$14.8M 232,204 +4,086 +2%
UB
131
UMB Bank
Missouri
$14.8M 230,998 -15,449 -6%
FWP
132
FAS Wealth Partners
Kansas
$14.2M 222,696 -8,803 -4%
CCFM
133
Clear Creek Financial Management
Washington
$14M 219,076 +219,076 New
WWM
134
Western Wealth Management
Colorado
$14M 218,601 -6,407 -3%
JWCA
135
J.W. Cole Advisors
Florida
$14M 218,497 -4,778 -2%
GIM
136
Goelzer Investment Management
Indiana
$13.8M 216,739 +13,019 +6%
SS
137
Simplicity Solutions
Minnesota
$13.8M 215,315 +215,315 New
IFS
138
Ifrah Financial Services
Arkansas
$13.5M 211,620 -1,660 -0.8%
AFC
139
Adaptive Financial Consulting
Ohio
$13.5M 211,199 +5,497 +3%
ISWM
140
Independent Solutions Wealth Management
New York
$13.2M 207,304 -6,975 -3%
TW
141
Transform Wealth
Colorado
$13.1M 205,044 -4,690 -2%
GIA
142
Gladstone Institutional Advisory
Florida
$12.7M 199,156 -25,823 -11%
SAM
143
Silvercrest Asset Management
New York
$12.6M 196,466 -4,200 -2%
CAL
144
Capital Analysts LLC
Pennsylvania
$12.4M 194,771 +31,217 +19%
AWM
145
Avitas Wealth Management
California
$12.4M 194,114 -61,479 -24%
ECM
146
Evergreen Capital Management
Washington
$12.4M 194,016 +5,634 +3%
GPA
147
Guidance Point Advisors
Massachusetts
$12.4M 193,793 +580 +0.3%
AWM
148
Avior Wealth Management
Nebraska
$12.3M 193,135 +2,161 +1%
CAI
149
Capital Advisors Inc
Oklahoma
$12.1M 190,139 -175,906 -48%
APP
150
Avantax Planning Partners
Iowa
$12.1M 189,603 -8,272 -4%
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