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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SW
326
SteelPeak Wealth
California
$4.59M +$4.59M +66,927 New
TNBTD
327
Trustmark National Bank Trust Department
Mississippi
$4.56M -$2.81M -41,000 -38%
TFA
328
Tobias Financial Advisors
Florida
$4.53M +$128K +1,864 +3%
CWM
329
Cranbrook Wealth Management
Michigan
$4.5M -$111K -1,622 -2%
I
330
INVST
Indiana
$4.46M +$4.24M +61,968 +1,906%
NFG
331
Nations Financial Group
Iowa
$4.45M -$1.12M -16,361 -20%
CI
332
Conning Inc
Connecticut
$4.44M +$209K +3,055 +5%
AWP
333
Ascent Wealth Partners
New York
$4.43M -$134K -1,960 -3%
GT
334
Glenmede Trust
Pennsylvania
$4.42M -$287K -4,195 -6%
WA
335
Win Advisors
Florida
$4.38M +$4.38M +64,012 New
OWA
336
One Wealth Advisors
California
$4.37M +$3.3M +48,165 +307%
EE
337
EWG Elevate
California
$4.32M -$1.13M -16,559 -21%
GCM
338
Gallacher Capital Management
Colorado
$4.31M -$7.53K -110 -0.2%
BWS
339
Buck Wealth Strategies
Colorado
$4.3M +$4.3M +62,875 New
GF
340
Gries Financial
Ohio
$4.28M +$4.28M +62,609 New
FNBT
341
FineMark National Bank & Trust
Florida
$4.26M +$23.3K +341 +0.6%
PWA
342
Peterson Wealth Advisors
Utah
$4.24M +$3.63K +53 +0.1%
PIMG
343
Patriot Investment Management Group
Tennessee
$4.22M -$1.64K -24 -0%
CRC
344
Curi RMB Capital
Illinois
$4.19M +$92.7K +1,355 +2%
SEIA
345
Signature Estate & Investment Advisors
California
$4.19M -$366K -5,352 -8%
HWA
346
Heritage Wealth Advisors
Virginia
$4.12M -$16.6K -242 -0.4%
LWM
347
Liberty Wealth Management
California
$4.11M +$3.64M +53,219 +769%
RWRC
348
R.W. Roge & Company
New York
$4.11M +$86.6K +1,316 +2%
PPC
349
Park Place Capital
Alabama
$4.09M -$28.4K -415 -0.7%
DIM
350
Delta Investment Management
California
$4.06M -$8.88M -129,780 -69%