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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 %
APP
176
Avantax Planning Partners
Iowa
$13.9M 184,528 -4,283 -2%
DA
177
Detalus Advisors
Missouri
$13.6M 180,453 +4,212 +2%
GS
178
GTS Securities
New York
$13.5M 180,255 +165,299 +1,105%
MPW
179
MA Private Wealth
California
$13.5M 179,564 +57,334 +47%
DIP
180
DT Investment Partners
Pennsylvania
$13.2M 167,620 +19,200 +13%
SWP
181
Stratos Wealth Partners
Ohio
$13.2M 175,348 +16,712 +11%
EWMCB
182
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.1M 175,092 -24,046 -12%
SAM
183
Silvercrest Asset Management
New York
$13.1M 174,708 -23,345 -12%
SFP
184
Sterling Financial Planning
New Jersey
$13M 172,690 -1,439 -0.8%
IF
185
Ironwood Financial
Arizona
$12.9M 172,188 -2,511 -1%
ASN
186
Advisory Services Network
Georgia
$12.6M 167,921 +72,733 +76%
GF
187
Gimbal Financial
Indiana
$12.6M 167,621 +167,621 New
BFA
188
BBJS Financial Advisors
Washington
$12.6M 167,534 -1,344 -0.8%
LNWTC
189
Laird Norton Wetherby Trust Company
Washington
$12.5M 166,692 +161,103 +2,883%
CFO
190
Callan Family Office
Pennsylvania
$12.1M 160,698 +19,667 +14%
IW
191
Instrumental Wealth
Florida
$12M 153,493 -1,529 -1%
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$12M 159,166 -1,618 -1%
AIM
193
Acropolis Investment Management
Missouri
$11.8M 157,712 +134 +0.1%
CPSC
194
Carl P. Sherr & Co
Massachusetts
$11.8M 157,703 -7,669 -5%
GIM
195
Goelzer Investment Management
Indiana
$11.8M 157,424 -2,771 -2%
WJA
196
Willis Johnson & Associates
Texas
$11.7M 155,427 -8,870 -5%
CFG
197
Citizens Financial Group
Rhode Island
$11.6M 154,153 -747 -0.5%
CAL
198
Capital Advisors Ltd
Ohio
$11.5M 153,591 -281 -0.2%
Asset Management One
199
Asset Management One
Japan
$11.5M 152,100 -4,200 -3%
TPI
200
Trust Point Inc
Wisconsin
$11.5M 152,599 +152,599 New
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