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iShares Core S&P US Growth ETF

566 hedge funds and large institutions have $9.77B invested in iShares Core S&P US Growth ETF in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 175 increasing their positions, 183 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+2
Holders Change %
+0.35%
% of All Funds
9.02%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.59%
New
51
Increased
175
Reduced
183
Closed
43
Calls
$390K
Puts
$152K
Net Calls
+$238K
Net Calls Change
-$563K
Name Holding Trade Value Shares
Change
Shares
Change %
BC
451
Barrett & Company
Rhode Island
$142K
SMA
452
Sage Mountain Advisors
Georgia
$140K
BA
453
Ballast Advisors
Minnesota
$132K
IFAM
454
Institutional & Family Asset Management
Colorado
$121K
FHA
455
First Horizon Advisors
Tennessee
$120K +$51.6K +544 +75%
AIM
456
Acropolis Investment Management
Missouri
$120K
EWA
457
EverSource Wealth Advisors
Alabama
$117K
RFA
458
Resurgent Financial Advisors
Georgia
$111K
TFGT
459
TS Financial Group (TSFG)
Illinois
$110K
CF
460
Centaurus Financial
California
$110K +$110K +1,164 New
IA
461
IFP Advisors
Florida
$107K +$72.6K +766 +214%
LOIP
462
Live Oak Investment Partners
Texas
$100K -$103K
BCMLT
463
Beacon Capital Management LLC (Tennessee)
Tennessee
$100K
KFI
464
Key Financial Inc
Pennsylvania
$100K
AAP
465
Arax Advisory Partners
Colorado
$95.6K
FCA
466
FinTrust Capital Advisors
South Carolina
$94.8K
MBFW
467
Morton Brown Family Wealth
Pennsylvania
$94.2K
IWP
468
IAG Wealth Partners
Wisconsin
$88.9K -$10.6K -112 -11%
AA
469
Addison Advisors
Vermont
$88.2K
CHA
470
Carmichael Hill & Associates
Maryland
$85.4K
PPC
471
Park Place Capital
Alabama
$85K
PA
472
PSI Advisors
Florida
$82.8K
JGIA
473
Jackson Grant Investment Advisers
Connecticut
$79.9K +$95 +1 +0.1%
JMF
474
Johnson Midwest Financial
Iowa
$70.8K
SIS
475
Sound Income Strategies
Florida
$66.9K