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iShares S&P 500 Growth ETF

1,541 hedge funds and large institutions have $28.2B invested in iShares S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
Holding in Top 10
121
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.35%
% of All Funds
1.77%
New
218
Increased
507
Reduced
534
Closed
47
Calls
$10.1M
Puts
$2.02M
Net Calls
+$8.05M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
251
Brookstone Capital Management
Illinois
$8.41M -$869K -11,571 -9%
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$8.39M -$81.3K -1,082 -1%
MFG
253
Merit Financial Group
Georgia
$8.38M +$812K +10,818 +11%
AAS
254
Asset Allocation Strategies
Michigan
$8.36M -$972K -12,938 -10%
BFM
255
Broadview Financial Management
Wisconsin
$8.08M -$57.4K -764 -0.7%
CW
256
CreativeOne Wealth
Kansas
$8.06M -$363K -4,840 -4%
WA
257
Wealth Alliance
New York
$8.05M +$73.5K +979 +0.9%
HCM
258
Howard Capital Management
Georgia
$8.01M +$61.7K +822 +0.8%
GVAG
259
Great Valley Advisor Group
Delaware
$7.97M -$74.5K -992 -0.9%
KDA
260
Kraft Davis & Associates
Missouri
$7.95M -$247K -3,153 -3%
FFBTD
261
First Financial Bank - Trust Division
Ohio
$7.9M -$51.2K -682 -0.6%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$7.85M +$123K +1,636 +2%
FDCDDQ
263
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.77M +$631K +8,401 +9%
BWM
264
BKM Wealth Management
Wisconsin
$7.69M +$7.69M +102,400 New
WFA
265
Wellspring Financial Advisors
Ohio
$7.62M -$134K -1,789 -2%
Brown Advisory
266
Brown Advisory
Maryland
$7.57M -$22.5K -299 -0.3%
RF
267
Rollins Financial
Georgia
$7.55M -$570K -7,596 -7%
RFA
268
Rollins Financial Advisors
New York
$7.55M +$7.55M +100,494 New
FHA
269
First Horizon Advisors
Tennessee
$7.51M +$83.6K +1,113 +1%
TIAA Trust, National Association
270
TIAA Trust, National Association
North Carolina
$7.48M -$186K -2,471 -2%
EFG
271
Ehrlich Financial Group
California
$7.36M +$7.36M +98,020 New
SFO
272
Stokes Family Office
Louisiana
$7.3M -$1.64M -21,771 -18%
PCA
273
Prosperity Capital Advisors
Ohio
$7.28M +$746K +9,929 +11%
KWM
274
KFG Wealth Management
Indiana
$7.26M -$806K -10,732 -10%
ATPW
275
Ashton Thomas Private Wealth
Arizona
$7.24M +$270K +3,596 +4%