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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 %
Vontobel Holding
401
Vontobel Holding
Switzerland
$3.33M -$115K -1,679 -3%
RB
402
Renasant Bank
Mississippi
$3.33M -$25.9K -378 -0.8%
UBG
403
United Bank (Georgia)
Georgia
$3.31M -$246K -3,600 -7%
PFA
404
Pinnacle Family Advisors
Missouri
$3.24M -$815K -11,919 -20%
PAG
405
Private Advisory Group
Washington
$3.23M -$3.23M -47,189 -50%
HCM
406
Hudson Capital Management
New Jersey
$3.23M -$116K -1,698 -3%
RIA
407
Regal Investment Advisors
Michigan
$3.22M +$1.87M +27,295 +138%
CFG
408
Cosner Financial Group
Colorado
$3.17M -$41.9K -613 -1%
FA
409
Flagstar Advisors
New York
$3.16M -$728K -10,603 -19%
MCA
410
MSH Capital Advisors
Arizona
$3.15M -$98.3K -1,437 -3%
OCM
411
Objective Capital Management
Ohio
$3.14M -$8.62K -126 -0.3%
NCM
412
Next Capital Management
New York
$3.12M -$70K -1,023 -2%
AB
413
Atlas Brown
Kentucky
$3.08M +$17.3K +253 +0.6%
HWA
414
Hilltop Wealth Advisors
North Carolina
$3.04M -$128K -1,874 -4%
PWA
415
Physician Wealth Advisors
Utah
$3.04M +$3.04M +43,544 New
HTC
416
Haverford Trust Company
Pennsylvania
$3.04M +$273K +3,995 +10%
TA
417
Tactive Advisors
Florida
$3.02M -$3.18M -46,464 -51%
PFG
418
PAX Financial Group
Texas
$3.02M +$3.02M +44,160 New
NL
419
NWAM LLC
Washington
$3.01M +$357K +5,220 +13%
APWM
420
Atlas Private Wealth Management
New York
$3M +$102K +1,493 +4%
KWM
421
Keebeck Wealth Management
Illinois
$3M +$2.66M +38,757 +774%
CWS
422
Cypress Wealth Services
California
$3M +$2.78M +40,661 +1,255%
BCMLT
423
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.99M
WT
424
Whittier Trust
California
$2.97M +$42.6K +622 +1%
ANTB
425
AMG National Trust Bank
Colorado
$2.94M +$75.4K +1,102 +3%