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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.

Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
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
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$760M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.45B
4
MWA
4
Midland Wealth Advisors
Illinois
$100M
5
MWM
5
Modern Wealth Management
Kansas
$67.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$966M
2
Ameriprise
2
Ameriprise
Minnesota
$535M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$291M
4
PP
4
Prudential plc
United Kingdom
$0
5
CA
5
Clearstead Advisors
Ohio
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
1551
Legacy Financial Group (Iowa)
Iowa
– – -38,806 Closed
Renaissance Technologies
1552
Renaissance Technologies
New York
– – -26,400 Closed
Lazard Asset Management
1553
Lazard Asset Management
New York
– – -8,490 Closed
WBG
1554
Wharton Business Group
Pennsylvania
– – -5,376 Closed
MCP
1555
Mirador Capital Partners
California
– – -5,019 Closed
RMA
1556
Roffman Miller Associates
Pennsylvania
– – -5,000 Closed
AFG
1557
AFS Financial Group
Maryland
– – -4,295 Closed
RIA
1558
Realta Investment Advisors
Delaware
– – -4,145 Closed
SFC
1559
Strategic Financial Concepts
Texas
– – -3,904 Closed
TGAM
1560
TBH Global Asset Management
Tennessee
– – -3,704 Closed
BMCM
1561
Burns Matteson Capital Management
New York
– – -3,440 Closed
IDA
1562
Intelligence Driven Advisers
California
– – -3,334 Closed
CAM
1563
Covenant Asset Management
New Jersey
– – -3,332 Closed
HBT
1564
Hills Bank & Trust
Iowa
– – -3,303 Closed
SWM
1565
Selective Wealth Management
Virginia
– – -3,265 Closed
SG Americas Securities
1566
SG Americas Securities
New York
– – -3,096 Closed
BAM
1567
Berkshire Asset Management
Pennsylvania
– – -3,040 Closed
YCM
1568
Yousif Capital Management
Michigan
– – -3,020 Closed
CCMG
1569
Clark Capital Management Group
Pennsylvania
– – -3,009 Closed
WLIM
1570
White Lighthouse Investment Management
Massachusetts
– – -2,949 Closed
GC
1571
Gratus Capital
Georgia
– – -2,943 Closed
MCIA
1572
Mountain Capital Investment Advisors
Colorado
– – -2,922 Closed
CLG
1573
Cooperman Leon G
– – -2,500 Closed
Twin Tree Management
1574
Twin Tree Management
Texas
– – -1,944 Closed
T. Rowe Price Associates
1575
T. Rowe Price Associates
Maryland
– – -1,597 Closed
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