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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 %
TW
151
Transform Wealth
Colorado
$14.4M 210,082 +4,639 +2%
GIA
152
Gladstone Institutional Advisory
Florida
$14.3M 209,620 +3,980 +2%
MC
153
McMorgan & Co
California
$14.3M 208,870 -520 -0.2%
CAM
154
Cresset Asset Management
Illinois
$14.2M 206,594 -11,364 -5%
AWM
155
Avior Wealth Management
Nebraska
$13.6M 199,194 +3,405 +2%
EWMCB
156
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.6M 199,138 -166,775 -46%
CFB
157
Cullen/Frost Bankers
Texas
$13.6M 198,870 +50,665 +34%
SAM
158
Silvercrest Asset Management
New York
$13.6M 198,053 -1,114 -0.6%
RA
159
Rodgers & Associates
Pennsylvania
$13.4M 195,592 -12,497 -6%
AFC
160
Adaptive Financial Consulting
Ohio
$13.4M 195,258 +2,786 +1%
GPA
161
Guidance Point Advisors
Massachusetts
$13.2M 193,003 -647 -0.3%
BMCM
162
Bryn Mawr Capital Management
Pennsylvania
$13.1M 191,352 +117,226 +158%
ECM
163
Evergreen Capital Management
Washington
$13M 190,020 -1,831 -1%
SS
164
Sunbelt Securities
Texas
$13M 190,598 +9,615 +5%
FAIM
165
Financial Advocates Investment Management
Washington
$13M 216,143 -18,579 -8%
APP
166
Avantax Planning Partners
Iowa
$12.9M 188,811 -294 -0.2%
AWM
167
Avitas Wealth Management
California
$12.9M 188,420 -3,771 -2%
SWM
168
Spire Wealth Management
Virginia
$12.7M 186,052 +22,473 +14%
SPIA
169
Steward Partners Investment Advisory
New York
$12.5M 183,282 +26,038 +17%
CS
170
Comerica Securities
Michigan
$12.1M 175,713 +24,520 +16%
DA
171
Detalus Advisors
Missouri
$12.1M 176,241 +144,309 +452%
AI
172
Atria Investments
North Carolina
$12M 174,908 +122,129 +231%
IF
173
Ironwood Financial
Arizona
$12M 174,699 -2,740 -2%
SFP
174
Sterling Financial Planning
New Jersey
$11.9M 174,129 -33 -0%
TCM
175
Traynor Capital Management
Pennsylvania
$11.8M 173,097 +8,678 +5%
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