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iShares S&P 500 Growth ETF

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$5.55M -$813K -12,730 -13%
SWMP
252
Signature Wealth Management Partners
New Jersey
$5.51M -$36.3K -568 -0.7%
Franklin Resources
253
Franklin Resources
California
$5.51M -$135K -2,107 -2%
EWA
254
Exencial Wealth Advisors
Oklahoma
$5.51M -$767 -12 -0%
EPA
255
Element Pointe Advisors
Florida
$5.47M
FP
256
Financial Perspectives
Minnesota
$5.46M -$85.2K -1,333 -2%
EE
257
EWG Elevate
California
$5.44M +$5.25M +82,115 +2,746%
SCG
258
Sonata Capital Group
Washington
$5.42M -$185K -2,899 -3%
PCIA
259
Prime Capital Investment Advisors
Kansas
$5.36M -$5.2M -81,405 -49%
PWS
260
Peterson Wealth Services
Utah
$5.36M -$2.83M -44,345 -35%
FMN
261
Financial Management Network
California
$5.29M -$363K -5,668 -6%
GSWM
262
Greenup Street Wealth Management
Michigan
$5.17M +$4.17M +65,253 +416%
PW
263
Peninsula Wealth
California
$5.12M +$19.4K +304 +0.4%
FAM
264
Family Asset Management
South Carolina
$5.03M -$377K -5,901 -7%
ABC
265
Associated Banc-Corp
Wisconsin
$4.99M +$213K +3,338 +4%
ATPW
266
Ashton Thomas Private Wealth
Arizona
$4.99M +$221K +3,459 +5%
PWAC
267
Private Wealth Advisors (California)
California
$4.96M -$62.9K -984 -1%
FHA
268
First Horizon Advisors
Tennessee
$4.93M +$187K +2,921 +4%
PFP
269
Pinnacle Financial Partners
Tennessee
$4.83M +$237K +3,709 +5%
BMCM
270
Bryn Mawr Capital Management
Pennsylvania
$4.81M -$111K -1,737 -2%
TWP
271
Total Wealth Planning
Ohio
$4.78M +$51.9K +813 +1%
ASN
272
Advisory Services Network
Georgia
$4.75M -$412K -6,442 -8%
HCC
273
Hirtle Callaghan & Co
Pennsylvania
$4.73M +$177K +2,775 +4%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.73M -$1.08M -16,855 -19%
RPGK
275
Retirement Planning Group (Kansas)
Kansas
$4.67M +$2.45M +38,301 +110%