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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 %
GLLW
351
Graves Light Lenhart Wealth
Virginia
$4.06M -$198K -2,858 -5%
RJT
352
Raymond James Trust
Florida
$4.01M +$240K +3,502 +6%
BBWP
353
Beacon Bridge Wealth Partners
Pennsylvania
$4M +$167K +2,441 +4%
CIAS
354
Capital Investment Advisory Services
North Carolina
$4M -$141K -2,067 -3%
EDRIA
355
Edmonds Duncan Registered Investment Advisors
Kansas
$3.98M +$35.4K +517 +0.9%
TNB
356
Thomasville National Bank
Georgia
$3.98M -$36.7K -536 -0.9%
SCA
357
St. Clair Advisors
Ohio
$3.96M -$73.6K -1,075 -2%
LWP
358
Laurel Wealth Planning
Minnesota
$3.96M -$65.7K -960 -2%
DBIA
359
Dumont & Blake Investment Advisors
New Jersey
$3.92M +$30.4K +445 +0.8%
TFF
360
The Family Firm
Maryland
$3.86M -$43.4K -634 -1%
WP
361
Wealthspan Partners
Iowa
$3.84M -$406K -5,929 -10%
NCM
362
Narwhal Capital Management
Georgia
$3.83M
NAM
363
NTV Asset Management
West Virginia
$3.78M -$45.6K -666 -1%
OAP
364
One Advisory Partners
Kansas
$3.76M +$2.85M +41,637 +313%
IP
365
Investment Partners
Ohio
$3.76M -$31K -453 -0.8%
MFG
366
Midwest Financial Group
Kansas
$3.74M +$102K +1,490 +3%
SCM
367
Stordahl Capital Management
Colorado
$3.71M -$27.6K -403 -0.7%
SHIM
368
Stone House Investment Management
Pennsylvania
$3.71M +$3.71M +54,202 New
NFC
369
Northeast Financial Consultants
Connecticut
$3.7M
HF
370
HRT Financial
New York
$3.7M +$3.7M +54,149 New
XF
371
XML Financial
Maryland
$3.7M -$236K -3,442 -6%
IAG
372
Investment Advisory Group
Massachusetts
$3.7M +$37.7K +551 +1%
VWM
373
Valley Wealth Managers
New Jersey
$3.69M -$101K -1,471 -3%
RFA
374
RTD Financial Advisors
Pennsylvania
$3.69M +$266K +3,885 +8%
MCCA
375
Mill Creek Capital Advisors
Pennsylvania
$3.69M