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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 %
MBFW
526
Morton Brown Family Wealth
Pennsylvania
$49K -$54.3K -522 -53%
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$48.9K
CPG
528
Cornerstone Planning Group
New Jersey
$48.2K
TFGT
529
TS Financial Group (TSFG)
Illinois
$48K -$72.9K -697 -60%
GWSG
530
GPS Wealth Strategies Group
Colorado
$48K -$9.16K -88 -16%
GEA
531
Glen Eagle Advisors
New Jersey
$47.4K
EWM
532
EPG Wealth Management
Georgia
$45.5K
EW
533
Element Wealth
Mississippi
$43.9K +$104 +1 +0.2%
CFD
534
Creative Financial Designs
Indiana
$43K +$208 +2 +0.5%
ADL
535
Asset Dedication LLC
California
$43K
AC
536
AlphaCore Capital
California
$41.6K
MPCG
537
Matrix Private Capital Group
New York
$41.6K +$5.21K +50 +14%
WAS
538
Winch Advisory Services
Wisconsin
$40K
NP
539
NorthRock Partners
Minnesota
$37.3K +$37.3K +358 New
SIC
540
Salem Investment Counselors
North Carolina
$36.9K
MSFP
541
Mark Sheptoff Financial Planning
Connecticut
$34.6K
T
542
Tidemark
California
$33.5K +$33.5K +321 New
GPFA
543
Game Plan Financial Advisors
Ohio
$32.3K +$32.3K +310 New
PCA
544
Providence Capital Advisors
North Carolina
$31.2K
GI
545
GAMMA Investing
California
$30.9K +$30.9K +289 New
CP
546
Castleview Partners
Texas
$30.2K
FWP
547
FAS Wealth Partners
Kansas
$27.7K -$13.5K -130 -33%
First Manhattan
548
First Manhattan
New York
$27.5K
AIC
549
Archer Investment Corporation
Indiana
$25.8K
JHCP
550
Jackson Hole Capital Partners
Oklahoma
$25.4K