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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 %
WP
301
WealthShield Partners
North Carolina
$5.39M 78,465 +18,410 +31%
PWAC
302
Private Wealth Advisors (California)
California
$5.3M 77,491 +238 +0.3%
PFP
303
Pinnacle Financial Partners
Tennessee
$5.28M 77,100 +21 +0%
FAM
304
Family Asset Management
South Carolina
$5.27M 77,059 -1,579 -2%
Susquehanna International Group
305
Susquehanna International Group
Pennsylvania
$5.26M 76,939 +56,892 +284%
HGWM
306
Horst & Graben Wealth Management
Oregon
$5.09M 74,429 +69,616 +1,446%
AL
307
ACAS LLC
California
$5.08M 74,219 +10,928 +17%
VC
308
Vestor Capital
Illinois
$5.04M 73,634 +3,509 +5%
LBC
309
Lowe Brockenbrough & Co
Virginia
$4.98M 72,598
OPS
310
Orion Portfolio Solutions
Nebraska
$4.97M 72,569 +49,537 +215%
BCI
311
Brinker Capital Investments
Pennsylvania
$4.97M 72,569 +49,537 +215%
BNP Paribas Financial Markets
312
BNP Paribas Financial Markets
France
$4.93M 72,125 +38,005 +111%
TWP
313
Total Wealth Planning
Ohio
$4.87M 71,167 -1,665 -2%
SHJ
314
Sharkey, Howes & Javer
Colorado
$4.86M 71,006 +71,006 New
SWA
315
Stratos Wealth Advisors
Ohio
$4.84M 70,681 +4,693 +7%
WWG
316
West Wealth Group
California
$4.79M 69,941 +69,941 New
KFS
317
Kelly Financial Services
Massachusetts
$4.71M 68,849 +53,835 +359%
UBV
318
United Bank (Virginia)
Virginia
$4.71M 68,826 -651 -0.9%
HT
319
Heritage Trust
Oklahoma
$4.69M 68,484 +20 +0%
BAAM
320
Baker Avenue Asset Management
California
$4.68M 68,471 +1,411 +2%
RPGK
321
Retirement Planning Group (Kansas)
Kansas
$4.67M 68,305 -3,716 -5%
EIP
322
Ellis Investment Partners
Pennsylvania
$4.65M 67,972 +1,380 +2%
OCM
323
One Capital Management
California
$4.65M 67,959 +67,959 New
GFP
324
Gryphon Financial Partners
Ohio
$4.62M 67,557 -936 -1%
CWAG
325
Compton Wealth Advisory Group
Virginia
$4.61M 67,345 -23,895 -26%