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iShares S&P 500 Growth ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.46B 59,389,076 +30,010,562 +102%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.45B 45,950,902 +2,583,228 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.62B 21,548,126 -142,445 -0.7%
Bank of America
4
Bank of America
North Carolina
$1.31B 17,440,200 +122,429 +0.7%
Wells Fargo
5
Wells Fargo
California
$1.17B 15,600,583 -42,980 -0.3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$966M 12,863,622 -5,110,863 -28%
Goldman Sachs
7
Goldman Sachs
New York
$760M 10,113,546 +3,812,429 +61%
UBS Group
8
UBS Group
Switzerland
$700M 9,325,191 +137,360 +1%
LPL Financial
9
LPL Financial
California
$594M 7,908,066 +210,121 +3%
Ameriprise
10
Ameriprise
Minnesota
$535M 7,121,845 -1,927,106 -21%
Stifel Financial
11
Stifel Financial
Missouri
$523M 6,968,324 +58,292 +0.8%
M&T Bank
12
M&T Bank
New York
$387M 5,159,252 -116,192 -2%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$377M 5,020,008 -19,370 -0.4%
Osaic Holdings
14
Osaic Holdings
Arizona
$291M 3,869,378 -1,096,184 -22%
Mariner
15
Mariner
Kansas
$282M 3,759,278 -90,729 -2%
BlackRock
16
BlackRock
New York
$272M 3,624,246 -248,162 -6%
US Bancorp
17
US Bancorp
Minnesota
$254M 3,376,757 +78,432 +2%
RFC
18
Regions Financial Corp
Alabama
$230M 3,063,837 +22,602 +0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$219M 2,920,404 +105,460 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$213M 2,831,843 -84,761 -3%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$211M 2,814,553 +419,795 +18%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$204M 2,718,956 +156 +0%
HWM
23
HB Wealth Management
Georgia
$198M 2,640,236 -21,486 -0.8%
Lido Advisors
24
Lido Advisors
California
$192M 2,550,489 +58,373 +2%
HNB
25
Huntington National Bank
Ohio