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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 %
IA
501
IFP Advisors
Florida
$113K -$4.27K -41 -4%
SWM
502
Sanctuary Wealth Management
Idaho
$112K +$112K +1,080 New
CF
503
Centaurus Financial
California
$112K -$8.71K -84 -7%
SIS
504
Sound Income Strategies
Florida
$112K +$38.5K +370 +52%
LOIP
505
Live Oak Investment Partners
Texas
$110K -$100K
KFI
506
Key Financial Inc
Pennsylvania
$110K
S
507
Sachetta
Massachusetts
$108K +$108K +1,042 New
AAP
508
Arax Advisory Partners
Colorado
$106K +$729 +7 +0.7%
AT
509
Arlington Trust
Alabama
$98.2K +$98.2K +943 New
AA
510
Addison Advisors
Vermont
$96.8K
PPC
511
Park Place Capital
Alabama
$96.6K +$3.23K +31 +3%
CHA
512
Carmichael Hill & Associates
Maryland
$93.8K
PA
513
PSI Advisors
Florida
$91.2K +$416 +4 +0.5%
JGIA
514
Jackson Grant Investment Advisers
Connecticut
$87.8K
AssetMark Inc
515
AssetMark Inc
California
$75.3K -$615K -5,906 -89%
TIM
516
Tortoise Investment Management
New York
$69.9K
GGI
517
Godsey & Gibb Inc
Virginia
$69.5K +$69.5K +668 New
CWP
518
Concord Wealth Partners
Virginia
$62.3K -$3.33K -32 -5%
BF
519
BOK Financial
Oklahoma
$55.7K
FFA
520
Founders Financial Alliance
North Carolina
$54.8K
NS
521
NBC Securities
Alabama
$54K
AWM
522
Abound Wealth Management
Tennessee
$53.4K +$45.8K +440 +603%
FWM
523
Focused Wealth Management
New York
$52.1K
AWM
524
Activest Wealth Management
Florida
$52.1K +$52.1K +500 New
SRCM
525
Signature Resources Capital Management
California
$50.3K +$50.3K +483 New