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iShares S&P 500 Growth ETF

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M
Name Market Value Shares Shares
Change
Shares
Change %
ATC
226
Argent Trust Co
Tennessee
$8.27M 120,892
EWM
227
EPG Wealth Management
Georgia
$8.21M 120,059 +799 +0.7%
PRS
228
Pinkerton Retirement Specialists
Idaho
$8.2M 119,915 -81,587 -40%
RWM
229
RKL Wealth Management
Pennsylvania
$8.19M 119,681 -6 -0%
LFAS
230
Level Four Advisory Services
Texas
$8.18M 119,558 -6,321 -5%
SFO
231
Stokes Family Office
Louisiana
$8.14M 118,967 +93,771 +372%
PBO
232
Peoples Bank (Ohio)
Ohio
$8.07M 118,021 +4,813 +4%
IWP
233
Icon Wealth Partners
Texas
$8.07M 117,881 +80,626 +216%
SIS
234
Strategic Investment Solutions
Illinois
$8.05M 113,715 +111,910 +6,200%
EWA
235
EP Wealth Advisors
California
$8.01M 117,107 +112,641 +2,522%
LNWWM
236
Laird Norton Wetherby Wealth Management
California
$8M 116,855 -12,685 -10%
PFG
237
Pacific Financial Group
Washington
$7.89M 115,275 -1,627 -1%
IC
238
IEQ Capital
California
$7.84M 114,608 -2,784 -2%
SC
239
Savant Capital
Illinois
$7.76M 113,371 +15,971 +16%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$7.71M 112,759 +118 +0.1%
CW
241
CreativeOne Wealth
Kansas
$7.67M 112,107 +85,629 +323%
MA
242
Mutual Advisors
Nebraska
$7.51M 109,749 +4,064 +4%
BFM
243
Broadview Financial Management
Wisconsin
$7.42M 108,420 -3,906 -3%
RF
244
Rollins Financial
Georgia
$7.4M 108,090 -10,332 -9%
KWM
245
KFG Wealth Management
Indiana
$7.35M 107,452 -6,449 -6%
GVAG
246
Great Valley Advisor Group
Delaware
$7.33M 107,084 -11,601 -10%
HCM
247
Howard Capital Management
Georgia
$7.27M 105,858 +2,565 +2%
WA
248
Wealth Alliance
New York
$7.27M 106,194 +29,788 +39%
FFBTD
249
First Financial Bank - Trust Division
Ohio
$7.25M 105,903 -464 -0.4%
BC
250
Barrett & Company
Rhode Island
$7.23M 105,684 +1,679 +2%