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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 %
CI
326
Conning Inc
Connecticut
$5.32M +$448K +5,967 +9%
CWM
327
Cahaba Wealth Management
Georgia
$5.3M -$674K -8,979 -11%
GF
328
Gries Financial
Ohio
$5.27M +$569K +7,572 +12%
KFS
329
Kelly Financial Services
Massachusetts
$5.22M +$49K +652 +0.9%
EIP
330
Ellis Investment Partners
Pennsylvania
$5.2M +$93K +1,239 +2%
FNBT
331
FineMark National Bank & Trust
Florida
$5.19M +$510K +6,787 +11%
SW
332
SteelPeak Wealth
California
$5.18M +$156K +2,080 +3%
HT
333
Heritage Trust
Oklahoma
$5.14M
AIA
334
Arrow Investment Advisors
Maryland
$5.13M -$1.19M -15,899 -19%
BTI
335
Blue Trust Inc
Georgia
$5.13M +$4.77M +69,753 +1,345%
AI
336
Arvest Investments
Arkansas
$5.12M +$5.12M +68,188 New
BMCM
337
Bryn Mawr Capital Management
Pennsylvania
$5.1M -$9.27M -123,423 -65%
WP
338
WealthShield Partners
North Carolina
$5.02M -$868K -11,559 -15%
TNBTD
339
Trustmark National Bank Trust Department
Mississippi
$5M
AWP
340
Ascent Wealth Partners
New York
$5M +$137K +1,830 +3%
HI
341
Harbour Investments
Wisconsin
$4.99M +$959K +12,765 +24%
GFP
342
Gryphon Financial Partners
Ohio
$4.97M -$104K -1,379 -2%
CWAG
343
Compton Wealth Advisory Group
Virginia
$4.97M -$87.7K -1,168 -2%
TWP
344
Total Wealth Planning
Ohio
$4.94M -$400K -5,331 -7%
LBC
345
Lowe Brockenbrough & Co
Virginia
$4.93M -$520K -6,918 -10%
CWM
346
Cranbrook Wealth Management
Michigan
$4.87M -$66.7K -888 -1%
EDRIA
347
Edmonds Duncan Registered Investment Advisors
Kansas
$4.86M +$492K +6,556 +11%
TFA
348
Tobias Financial Advisors
Florida
$4.86M -$114K -1,513 -2%
TA
349
Tactive Advisors
Florida
$4.85M +$1.54M +20,467 +46%
AF
350
Advisornet Financial
Minnesota
$4.84M -$2.59M -34,497 -35%