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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
22.59%
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 %
SWMP
276
Signature Wealth Management Partners
New Jersey
$7.24M +$121K +1,607 +2%
SQA
277
Simon Quick Advisors
New Jersey
$7.12M -$719K -9,574 -9%
DADC
278
D.A. Davidson & Co
Montana
$7.04M -$55.7K -742 -0.8%
GWM
279
Geneos Wealth Management
Colorado
$6.98M -$350K -4,667 -5%
SS
280
Simplicity Solutions
Minnesota
$6.86M +$615K +8,185 +10%
BFG
281
Bleakley Financial Group
New Jersey
$6.86M +$615K +8,185 +10%
SIAS
282
Summit Investment Advisory Services
Minnesota
$6.85M -$230K -3,057 -3%
EWA
283
Exencial Wealth Advisors
Oklahoma
$6.85M +$396K +5,277 +6%
FP
284
Financial Perspectives
Minnesota
$6.83M +$166K +2,209 +2%
CCM
285
Coldstream Capital Management
Washington
$6.82M +$264K +3,510 +4%
AllianceBernstein
286
AllianceBernstein
Tennessee
$6.71M -$11.9K -158 -0.2%
HFA
287
High Falls Advisors
New York
$6.69M +$164K +2,183 +3%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$6.65M -$663K -8,827 -9%
HSWS
289
Higgins & Schmidt Wealth Strategies
Colorado
$6.64M +$6.64M +88,397 New
AWM
290
Apollon Wealth Management
South Carolina
$6.57M +$241K +3,204 +4%
EFG
291
Ethos Financial Group
Pennsylvania
$6.52M +$6.52M +86,822 New
HW
292
Hancock Whitney
Mississippi
$6.5M -$164K -2,184 -2%
LWA
293
LWS Wealth Advisors
New Jersey
$6.48M -$80.3K -1,069 -1%
TFG
294
Tilson Financial Group
New Jersey
$6.48M -$201K -2,671 -3%
EPA
295
Element Pointe Advisors
Florida
$6.44M
ABC
296
Associated Banc-Corp
Wisconsin
$6.38M -$211K -2,809 -3%
SCG
297
Sonata Capital Group
Washington
$6.33M -$37.3K -496 -0.6%
KPWS
298
Kestra Private Wealth Services
Texas
$6.26M -$55K -733 -0.9%
SWC
299
Spectrum Wealth Counsel
Indiana
$6.22M +$6.22M +82,762 New
COCM
300
Charter Oak Capital Management
New Hampshire
$6.14M -$58.3K -776 -0.9%