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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 %
TI
426
Truepoint Inc
Ohio
$2.94M +$68 +1 +0%
ST
427
Smithfield Trust
Pennsylvania
$2.93M +$205K +3,003 +8%
EPP
428
ETF Portfolio Partners
Kansas
$2.91M -$20.7K -303 -0.7%
WA
429
WBH Advisory
Maryland
$2.91M -$32.7K -478 -1%
SA
430
Scarborough Advisors
Maryland
$2.9M +$2.9M +42,376 New
DWA
431
Dorsey Wright & Associates
California
$2.89M -$166K -2,420 -5%
BJL
432
Brighton Jones LLC
Washington
$2.87M -$24.1K -352 -0.8%
MFC
433
Morris Financial Concepts
South Carolina
$2.84M
FCI
434
Financial Counselors Inc
Kansas
$2.75M +$516K +7,535 +23%
T
435
TNF
Montana
$2.74M +$2.74M +39,939 New
GG
436
GenWealth Group
New Jersey
$2.74M -$53.6K -783 -2%
MWM
437
Mission Wealth Management
California
$2.74M +$134K +1,958 +5%
CCM
438
Colorado Capital Management
Colorado
$2.73M -$24.5K -358 -0.9%
OC
439
Oppenheimer & Co
New York
$2.71M +$54.9K +803 +2%
CAM
440
Carret Asset Management
New York
$2.71M +$10.3K +150 +0.4%
AG
441
Ascent Group
Virginia
$2.71M +$771K +11,092 +40%
HGERS
442
Householder Group Estate & Retirement Specialist
Arizona
$2.71M +$2.71M +39,574 New
CIC
443
Carnegie Investment Counsel
Ohio
$2.71M -$169K -2,477 -6%
SIA
444
Soltis Investment Advisors
Utah
$2.68M +$129K +1,880 +5%
LFG
445
Larson Financial Group
Missouri
$2.67M -$248K -3,622 -9%
TA
446
Tiedemann Advisors
New York
$2.66M -$49.3K -718 -2%
Legacy Financial Group (Iowa)
447
Legacy Financial Group (Iowa)
Iowa
$2.66M +$2.66M +38,806 New
HCC
448
Hirtle Callaghan & Co
Pennsylvania
$2.65M -$3.25M -47,473 -55%
BIP
449
Bouvel Investment Partners
Pennsylvania
$2.64M +$213K +3,119 +9%
TF
450
Trek Financial
Arizona
$2.64M +$2.64M +38,584 New