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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 %
EWM
376
Evercore Wealth Management
New York
$3.69M -$40.9K -598 -1%
JHCP
377
Jackson Hole Capital Partners
Oklahoma
$3.69M +$26K +380 +0.7%
KAS
378
KPP Advisory Services
Kentucky
$3.67M +$3.67M +53,704 New
HI
379
Harbour Investments
Wisconsin
$3.67M +$1.07M +15,702 +41%
BSW
380
Buckingham Strategic Wealth
Missouri
$3.67M +$12.9K +189 +0.4%
CCFM
381
Clear Creek Financial Management
Washington
$3.66M -$6.08M -88,917 -62%
KFSC
382
Keystone Financial Services (Colorado)
Colorado
$3.63M +$3.63M +53,042 New
MFA
383
Mayflower Financial Advisors
Massachusetts
$3.59M +$997K +14,569 +38%
WSFS
384
Wilmington Savings Fund Society
Delaware
$3.59M +$279K +4,083 +8%
JMF
385
Johnson Midwest Financial
Iowa
$3.57M -$10.8M -157,972 -75%
CB
386
Commerce Bank
Missouri
$3.56M +$857K +12,529 +32%
BAM
387
Belpointe Asset Management
Nevada
$3.52M -$94K -1,374 -3%
SCA
388
Snowden Capital Advisors
New York
$3.52M +$1.42M +20,825 +68%
WAG
389
Winthrop Advisory Group
Massachusetts
$3.5M -$71.5K -1,041 -2%
WPW
390
Watershed Private Wealth
Illinois
$3.49M -$33.3K -486 -0.9%
SI
391
Stephens Inc
Arkansas
$3.48M -$719K -10,515 -17%
CF
392
Centaurus Financial
California
$3.48M -$3.53M -51,548 -50%
NA
393
Nottingham Advisors
New York
$3.47M +$7.59K +144 +0.2%
BCM
394
BTC Capital Management
Iowa
$3.43M
CFGS
395
Concourse Financial Group Securities
Alabama
$3.39M +$2.47M +35,941 +267%
DWT
396
Dorsey & Whitney Trust
South Dakota
$3.37M -$8.21K -120 -0.2%
AMG
397
Asset Management Group
Connecticut
$3.37M -$209K -3,050 -6%
ONB
398
Old National Bancorp
Indiana
$3.36M -$275K -4,025 -8%
WP
399
WealthPLAN Partners
Nebraska
$3.35M +$618K +9,038 +23%
WFAG
400
Wescott Financial Advisory Group
Pennsylvania
$3.35M +$199K +2,908 +6%