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iShares Core S&P US Growth ETF

564 hedge funds and large institutions have $10B invested in iShares Core S&P US Growth ETF in 2023 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 191 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+13
Holders Change %
+2.36%
% of All Funds
8.89%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.54%
New
49
Increased
191
Reduced
185
Closed
33
Calls
$840K
Puts
$39K
Net Calls
+$801K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Shares
Change %
NW
326
NewEdge Wealth
Pennsylvania
$512K -$193K -1,978 -27%
OWA
327
Octavia Wealth Advisors
Ohio
$511K +$3.61K +37 +0.7%
SCA
328
St. Clair Advisors
Ohio
$509K
HPM
329
Hoxton Planning & Management
West Virginia
$507K -$57.1K -585 -10%
WPP
330
Whalerock Point Partners
Rhode Island
$506K +$506K +5,184 New
MFG
331
Merit Financial Group
Georgia
$501K +$501K +5,130 New
AIM
332
Anchor Investment Management
South Carolina
$499K
RCAG
333
Rehmann Capital Advisory Group
Michigan
$498K +$195 +2 +0%
NRI
334
NFP Retirement Inc
California
$493K
BSI
335
Bennett Selby Investments
Maine
$488K -$19.5K -200 -4%
FAM
336
Forte Asset Management
New York
$488K
MFA
337
Millington Financial Advisors
Illinois
$487K -$77.9K -798 -14%
SAG
338
SageView Advisory Group
California
$477K +$477K +4,885 New
MAM
339
Madison Asset Management
Wisconsin
$473K +$131K +1,343 +38%
GG
340
Greenwood Gearhart
Arkansas
$469K +$86.7K +888 +23%
Cerity Partners
341
Cerity Partners
New York
$469K -$2.54K -26 -0.5%
RIA
342
RPG Investment Advisory
California
$469K +$24.4K +250 +5%
BFA
343
Beaumont Financial Advisors
Massachusetts
$469K
DJSG
344
D.J. St. Germain
Massachusetts
$468K +$468K +4,795 New
LFA
345
Legacy Financial Advisors
Kentucky
$464K
IRC
346
Investors Research Corp
Georgia
$464K -$60.2K -617 -11%
AWM
347
Avior Wealth Management
Nebraska
$456K +$295K +3,021 +183%
TI
348
Trexquant Investment
Connecticut
$454K +$454K +4,648 New
PG
349
Patten Group
Tennessee
$445K +$48.5K +497 +12%
GWCM
350
Godshalk Welsh Capital Management
Pennsylvania
$444K