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iShares Core S&P US Growth ETF

600 hedge funds and large institutions have $12.1B invested in iShares Core S&P US Growth ETF in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 212 increasing their positions, 188 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+34
Holders Change %
+6.01%
% of All Funds
8.8%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.57%
New
85
Increased
212
Reduced
188
Closed
39
Calls
$147K
Puts
$62K
Net Calls
+$85K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
276
Bank of New York Mellon
New York
$901K -$319K -3,069 -26%
PI
277
PFG Investments
New York
$896K -$17.3K -166 -2%
YIA
278
YHB Investment Advisors
Connecticut
$893K +$30.1K +289 +3%
TF
279
Trek Financial
Arizona
$886K -$52.7K -506 -6%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$882K -$16.2K -156 -2%
SPIA
281
Steward Partners Investment Advisory
New York
$869K +$18.5K +178 +2%
VFG
282
Victory Financial Group
Texas
$867K +$867K +8,328 New
CFO
283
Collective Family Office
Pennsylvania
$850K -$160K -1,535 -16%
AG
284
AlTi Global
New York
$843K +$843K +8,099 New
JFGIW
285
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$835K +$67K +644 +9%
WT
286
Whittier Trust
California
$833K
TPWA
287
Twin Peaks Wealth Advisors
California
$827K +$827K +7,944 New
PIA
288
Perennial Investment Advisors
California
$824K -$5.1K -49 -0.6%
UIA
289
Ulland Investment Advisors
Minnesota
$812K -$606K -5,815 -43%
AMG
290
Asset Management Group
Connecticut
$811K +$4.89K +47 +0.6%
EFG
291
Ehrlich Financial Group
California
$810K +$810K +7,779 New
GA
292
GSG Advisors
New Jersey
$806K +$27K +266 +3%
WC
293
Waterloo Capital
Texas
$805K +$805K +7,735 New
XF
294
XML Financial
Maryland
$800K -$191K -1,831 -19%
LNWWM
295
Laird Norton Wetherby Wealth Management
California
$792K
W
296
Wealthquest
Ohio
$784K +$2.08K +20 +0.3%
JWCA
297
J.W. Cole Advisors
Florida
$750K +$8.74K +84 +1%
SFMG
298
Sage Financial Management Group
Virginia
$744K +$8.02K +77 +1%
GIA
299
Gladstone Institutional Advisory
Florida
$736K +$27.5K +264 +4%
IC
300
Inscription Capital
Texas
$729K