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iShares Core S&P US Growth ETF

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
226
Brickley Wealth Management
California
$793K +$793K +7,503 New
9WM
227
9258 Wealth Management
Ohio
$767K -$159K -1,507 -17%
IA
228
IFG Advisory
Georgia
$763K +$46.6K +442 +7%
EIA
229
Eldridge Investment Advisors
New Hampshire
$751K +$106 +1 +0%
PFS
230
Prospera Financial Services
Texas
$745K +$28.3K +267 +4%
CWA
231
Consilio Wealth Advisors
Washington
$740K -$16.7K -158 -2%
IC
232
Inscription Capital
Texas
$740K
SCM
233
Southport Capital Management
Tennessee
$723K -$639K -6,055 -47%
CWC
234
Carolinas Wealth Consulting
North Carolina
$722K -$3.59K -34 -0.5%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$715K -$154K -1,461 -18%
GAG
236
GM Advisory Group
New York
$710K
ACG
237
Allen Capital Group
Nebraska
$701K +$64.7K +613 +10%
VWA
238
Visionary Wealth Advisors
Illinois
$689K +$66.9K +633 +11%
PJSIMP
239
P.J. Schmidt Investment Management (PJS)
Wisconsin
$685K
TPWA
240
TRUE Private Wealth Advisors
Oregon
$681K -$286K -2,950 -30%
MMPW
241
Mitchell McLeod Pugh & Williams
Alabama
$670K
TCA
242
Transcend Capital Advisors
New Jersey
$663K +$663K +6,271 New
HFG
243
Heron Financial Group
New York
$659K -$2.11K -20 -0.3%
LRIA
244
Leonard Rickey Investment Advisors
Washington
$658K -$34.2K -324 -5%
DSA
245
Droms Strauss Advisors
Missouri
$656K
FF
246
FourThought Financial
Florida
$653K -$28.4K -269 -4%
SIC
247
Sterling Investment Counsel
New York
$653K +$313K +2,960 +92%
CRI
248
Colonial River Investments
Virginia
$652K -$5.81K -55 -0.9%
SSCA
249
South Shore Capital Advisors
Massachusetts
$649K +$167K +1,577 +35%
PP
250
Patten & Patten
Tennessee
$642K