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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 %
RWRC
351
R.W. Roge & Company
New York
$4.79M +$95.1K +1,266 +2%
BWS
352
Buck Wealth Strategies
Colorado
$4.7M -$22K -293 -0.5%
DL
353
DOHJ LLC
Washington
$4.7M +$2.66M +35,461 +131%
PWA
354
Peterson Wealth Advisors
Utah
$4.66M +$3.91K +52 +0.1%
SC
355
Sapient Capital
Indiana
$4.66M +$4.66M +62,004 New
UBV
356
United Bank (Virginia)
Virginia
$4.65M -$519K -6,909 -10%
GT
357
Glenmede Trust
Pennsylvania
$4.65M -$207K -2,751 -4%
RJT
358
Raymond James Trust
Florida
$4.65M +$242K +3,224 +5%
RPGK
359
Retirement Planning Group (Kansas)
Kansas
$4.63M -$499K -6,644 -10%
PIMG
360
Patriot Investment Management Group
Tennessee
$4.61M -$26.2K -349 -0.6%
CRC
361
Curi RMB Capital
Illinois
$4.54M -$60.2K -802 -1%
HWA
362
Heritage Wealth Advisors
Virginia
$4.52M
LWP
363
Laurel Wealth Planning
Minnesota
$4.51M +$166K +2,213 +4%
KWM
364
Keebeck Wealth Management
Illinois
$4.5M +$1.21M +16,120 +37%
SEIA
365
Signature Estate & Investment Advisors
California
$4.49M -$114K -1,516 -2%
NFG
366
Nations Financial Group
Iowa
$4.48M -$405K -5,389 -8%
SCA
367
Snowden Capital Advisors
New York
$4.47M +$609K +8,114 +16%
OAP
368
One Advisory Partners
Kansas
$4.44M +$310K +4,126 +8%
SOS
369
Silver Oak Securities
Tennessee
$4.44M +$3.67M +48,919 +482%
GLLW
370
Graves Light Lenhart Wealth
Virginia
$4.39M -$10.7K -142 -0.2%
DIM
371
Delta Investment Management
California
$4.38M -$73.6K -980 -2%
PPC
372
Park Place Capital
Alabama
$4.38M -$115K -1,535 -3%
GCM
373
Gallacher Capital Management
Colorado
$4.37M -$367K -4,889 -8%
EC
374
Estate Counselors
Wisconsin
$4.34M +$3.98M +53,000 +1,113%
CIAS
375
Capital Investment Advisory Services
North Carolina
$4.31M -$80.1K -1,066 -2%