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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.04B 43,137,742 -3,498,759 -8%
Morgan Stanley
2
Morgan Stanley
New York
$1.96B 27,836,011 +214,639 +0.8%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.26B 17,836,077 +148,117 +0.8%
Bank of America
4
Bank of America
North Carolina
$1.13B 16,071,759 -329,804 -2%
Wells Fargo
5
Wells Fargo
California
$1.11B 15,744,873 -90,217 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$987M 14,008,726 +645,147 +5%
UBS Group
7
UBS Group
Switzerland
$621M 8,817,046 -172,714 -2%
Ameriprise
8
Ameriprise
Minnesota
$590M 8,366,365 +283,773 +4%
Stifel Financial
9
Stifel Financial
Missouri
$508M 7,214,146 -54,535 -0.8%
Goldman Sachs
10
Goldman Sachs
New York
$446M 6,332,449 -193,331 -3%
LPL Financial
11
LPL Financial
California
$402M 5,699,867 +775,225 +16%
M&T Bank
12
M&T Bank
New York
$378M 5,367,276 -329,390 -6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$352M 4,989,365 -76,762 -2%
Mariner
14
Mariner
Kansas
$270M 3,831,991 -100,046 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$240M 3,413,965 +30,926 +0.9%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$240M 3,400,637 -162,245 -5%
US Bancorp
17
US Bancorp
Minnesota
$225M 3,192,123 +48,007 +2%
RFC
18
Regions Financial Corp
Alabama
$217M 3,082,071 +589 +0%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$203M 2,879,562 +144,607 +5%
BlackRock
20
BlackRock
New York
$191M 2,716,607 -122,076 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$191M 2,712,360 -186,056 -6%
HWM
22
HB Wealth Management
Georgia
$189M 2,686,146 -24,750 -0.9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$188M 2,669,183 +65,204 +3%
HNB
24
Huntington National Bank
Ohio
– – – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$155M 2,192,700 -43,366 -2%
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