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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 %
RFM
176
Royal Fund Management
Florida
$11.7M 170,499 -33,232 -16%
BFA
177
BBJS Financial Advisors
Washington
$11.6M 168,878 -8,517 -5%
RSWM
178
Robertson Stephens Wealth Management
California
$11.4M 166,532 +2,723 +2%
CPSC
179
Carl P. Sherr & Co
Massachusetts
$11.3M 165,372 -593 -0.4%
WJA
180
Willis Johnson & Associates
Texas
$11.2M 164,297 -11,517 -7%
PGFC
181
Peapack-Gladstone Financial Corp
New Jersey
$11M 160,784 +3,062 +2%
GIM
182
Goelzer Investment Management
Indiana
$11M 160,195 -28,779 -15%
IW
183
Instrumental Wealth
Florida
$10.9M 155,022 -9,976 -6%
SWP
184
Stratos Wealth Partners
Ohio
$10.9M 158,636 +35,007 +28%
SFA
185
Sequoia Financial Advisors
Ohio
$10.8M 158,342 -1,023 -0.6%
AIM
186
Acropolis Investment Management
Missouri
$10.8M 157,578 -1,885 -1%
PCTC
187
Perkins Coie Trust Company
Washington
$10.7M 156,875 -4,397 -3%
Asset Management One
188
Asset Management One
Japan
$10.7M 156,300 +46,700 +43%
CFG
189
Citizens Financial Group
Rhode Island
$10.6M 154,900 -675 -0.4%
CAL
190
Capital Advisors Ltd
Ohio
$10.5M 153,872 +1,560 +1%
Cerity Partners
191
Cerity Partners
New York
$10.4M 152,282 -142,954 -48%
GWAM
192
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.3M 151,151 -584 -0.4%
PWAG
193
Polaris Wealth Advisory Group
California
$10.3M 150,821 +19,309 +15%
IWC
194
Integrated Wealth Concepts
Massachusetts
$10.2M 149,401 +58,036 +64%
DIP
195
DT Investment Partners
Pennsylvania
$10.2M 148,420 – –
DAM
196
Derbend Asset Management
Georgia
$10.1M 147,465 +147,465 New
CAL
197
Capital Analysts LLC
Pennsylvania
$10M 146,154 -824 -0.6%
TFCP
198
Twin Focus Capital Partners
Massachusetts
$9.84M 143,795 +992 +0.7%
GL
199
Graypoint LLC
New York
$9.83M 143,669 -2,155 -1%
CFO
200
Callan Family Office
Pennsylvania
$9.65M 141,031 +8,297 +6%
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