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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$402M
2
PP
2
Prudential plc
United Kingdom
$57.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$987M
4
PA
4
Probity Advisors
Texas
$38.3M
5
SEM
5
Strategic Equity Management
Arizona
$39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B
2
EWA
2
EP Wealth Advisors
California
$8.44M
3
MMA
3
Miracle Mile Advisors
California
$17.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$45.3M
5
Bank of America
5
Bank of America
North Carolina
$1.13B
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
151
Avitas Wealth Management
California
$13.5M 192,191 -1,923 -1%
ECM
152
Evergreen Capital Management
Washington
$13.5M 191,851 -2,165 -1%
FHC
153
First Heartland Consultants
Missouri
$13.4M 190,560 +163,600 +607%
DIM
154
Delta Investment Management
California
$13.3M 189,142 +189,142 New
APP
155
Avantax Planning Partners
Iowa
$13.3M 189,105 -498 -0.3%
GIM
156
Goelzer Investment Management
Indiana
$13.3M 188,974 -27,765 -13%
LF
157
Lee Financial
Texas
$12.8M 181,056 +24,068 +15%
SS
158
Sunbelt Securities
Texas
$12.8M 180,983 +5,199 +3%
CAG
159
Csenge Advisory Group
Florida
$12.6M 178,542 +83,449 +88%
IF
160
Ironwood Financial
Arizona
$12.5M 177,439 +2,262 +1%
BFA
161
BBJS Financial Advisors
Washington
$12.5M 177,395 -7,784 -4%
WJA
162
Willis Johnson & Associates
Texas
$12.4M 175,814 -13,400 -7%
NA
163
NewEdge Advisors
Louisiana
$12.3M 175,156 +40,533 +30%
SFP
164
Sterling Financial Planning
New Jersey
$12.3M 174,162 +16,586 +11%
Corient Private Wealth
165
Corient Private Wealth
Florida
$11.8M 167,586 +59,617 +55%
CPSC
166
Carl P. Sherr & Co
Massachusetts
$11.7M 165,965 +1,312 +0.8%
IW
167
Instrumental Wealth
Florida
$11.6M 164,998 +3,045 +2%
TCM
168
Traynor Capital Management
Pennsylvania
$11.6M 164,419 -657 -0.4%
RSWM
169
Robertson Stephens Wealth Management
California
$11.5M 163,809 +34,067 +26%
SWM
170
Spire Wealth Management
Virginia
$11.5M 163,579 +4,159 +3%
PCTC
171
Perkins Coie Trust Company
Washington
$11.4M 161,272 -1,151 -0.7%
AIM
172
Acropolis Investment Management
Missouri
$11.2M 159,463 -844 -0.5%
SFA
173
Sequoia Financial Advisors
Ohio
$11.2M 159,365 -3,029 -2%
PGFC
174
Peapack-Gladstone Financial Corp
New Jersey
$11.1M 157,722 -5,215 -3%
SPIA
175
Steward Partners Investment Advisory
New York
$11.1M 157,244 +1,839 +1%
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