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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 %
NP
301
NorthRock Partners
Minnesota
$6.14M +$5.61M +74,653 +1,060%
FAM
302
Frontier Asset Management
Wyoming
$6.11M -$47.2K -629 -0.8%
HGWM
303
Horst & Graben Wealth Management
Oregon
$6.1M +$508K +6,764 +9%
PAIM
304
Punch & Associates Investment Management
Minnesota
$6.08M -$552K -7,348 -8%
Franklin Resources
305
Franklin Resources
California
$6.05M -$170K -2,260 -3%
FMN
306
Financial Management Network
California
$5.86M -$7.96K -109 -0.1%
BSW
307
Buckingham Strategic Wealth
Missouri
$5.83M +$1.8M +23,993 +45%
PFA
308
Pettinga Financial Advisors
Indiana
$5.79M -$180K -2,393 -3%
PWAC
309
Private Wealth Advisors (California)
California
$5.79M -$32.7K -436 -0.6%
OPS
310
Orion Portfolio Solutions
Nebraska
$5.77M +$362K +4,864 +7%
BCI
311
Brinker Capital Investments
Pennsylvania
$5.77M +$362K +4,864 +7%
LWM
312
Liberty Wealth Management
California
$5.71M +$1.17M +15,513 +26%
VC
313
Vestor Capital
Illinois
$5.71M +$176K +2,339 +3%
FAM
314
Family Asset Management
South Carolina
$5.69M -$93.8K -1,249 -2%
PFP
315
Pinnacle Financial Partners
Tennessee
$5.63M -$158K -2,104 -3%
SWA
316
Stratos Wealth Advisors
Ohio
$5.58M +$276K +3,674 +5%
OWA
317
One Wealth Advisors
California
$5.51M +$713K +9,499 +15%
Millennium Management
318
Millennium Management
New York
$5.5M +$5.5M +73,251 New
AG
319
AlTi Global
New York
$5.5M +$5.5M +73,170 New
WWG
320
West Wealth Group
California
$5.48M +$231K +3,078 +4%
SHJ
321
Sharkey, Howes & Javer
Colorado
$5.44M +$112K +1,485 +2%
QWP
322
Quotient Wealth Partners
Texas
$5.43M +$5.43M +72,299 New
SEM
323
Strategic Equity Management
Arizona
$5.41M -$20M -266,587 -79%
AL
324
ACAS LLC
California
$5.4M -$177K -2,352 -3%
TC
325
TownSquare Capital
Utah
$5.35M +$2.89M +38,493 +117%