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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$854M
2
BFG
2
Barber Financial Group
Kansas
$56.3M
3
US Bancorp
3
US Bancorp
Minnesota
$201M
4
CWM
4
Calamos Wealth Management
Illinois
$52.9M
5
IA
5
IFP Advisors
Florida
$50.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B
2
CIA
2
Choate Investment Advisors
Massachusetts
$2.09M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$86.9M
4
APWM
4
Atlas Private Wealth Management
New York
$2.72M
5
MMA
5
Miracle Mile Advisors
California
$54.6M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.98B 46,636,501 -6,005,495 -11%
Morgan Stanley
2
Morgan Stanley
New York
$1.76B 27,621,372 -402,628 -1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.13B 17,687,960 +319,755 +2%
Bank of America
4
Bank of America
North Carolina
$1.05B 16,401,563 -33,825 -0.2%
Wells Fargo
5
Wells Fargo
California
$1.01B 15,835,090 -412,999 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$854M 13,363,579 +1,242,211 +10%
UBS Group
7
UBS Group
Switzerland
$574M 8,989,760 -678 -0%
Ameriprise
8
Ameriprise
Minnesota
$517M 8,082,592 +108,079 +1%
Stifel Financial
9
Stifel Financial
Missouri
$464M 7,268,681 +314,252 +5%
Goldman Sachs
10
Goldman Sachs
New York
$417M 6,525,780 -83,964 -1%
M&T Bank
11
M&T Bank
New York
$364M 5,696,666 -180,607 -3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$324M 5,066,127 -131,634 -3%
LPL Financial
13
LPL Financial
California
$315M 4,924,642 +34,941 +0.7%
Mariner
14
Mariner
Kansas
$251M 3,932,037 -19,021 -0.5%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$228M 3,562,882 +19,144 +0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$216M 3,383,039 +329,657 +11%
US Bancorp
17
US Bancorp
Minnesota
$201M 3,144,116 +784,085 +33%
RFC
18
Regions Financial Corp
Alabama
$197M 3,081,482 +58,144 +2%
BlackRock
19
BlackRock
New York
$181M 2,838,683 -351,619 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$175M 2,734,955 -15,779 -0.6%
HWM
21
HB Wealth Management
Georgia
$173M 2,710,896 -10,212 -0.4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$166M 2,603,979 +56,211 +2%
HNB
23
Huntington National Bank
Ohio
– – – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$143M 2,236,066 -33,804 -1%
RJA
25
Raymond James & Associates
Florida
$126M 1,979,354 -28,764 -1%
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