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iShares S&P 500 Growth ETF

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
451
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$52.9K +828 +3%
RhumbLine Advisers
452
RhumbLine Advisers
Massachusetts
$1.78M
IB
453
Intrust Bank
Kansas
$1.78M -$344K -5,392 -16%
CPIA
454
Cornell Pochily Investment Advisors
New York
$1.77M -$67.3K -1,053 -4%
SW
455
SVB Wealth
Massachusetts
$1.77M -$613K -9,592 -26%
BC
456
Bowman & Company
Wisconsin
$1.74M
PA
457
Procyon Advisors
Connecticut
$1.73M -$58.9K -922 -3%
PFS
458
Prospera Financial Services
Texas
$1.73M -$2.24K -35 -0.1%
FHC
459
First Heartland Consultants
Missouri
$1.72M -$15.7K -245 -0.9%
RIS
460
Retirement Income Solutions
Michigan
$1.69M -$82.6K -1,293 -5%
KFA
461
Kapstone Financial Advisors
Ohio
$1.69M +$39K +603 +2%
SIA
462
Schechter Investment Advisors
Michigan
$1.69M
IWM
463
IHT Wealth Management
Illinois
$1.68M -$25.8K -404 -2%
MBT
464
Montecito Bank & Trust
California
$1.68M -$19.1K -299 -1%
PFA
465
Pathway Financial Advisors
Vermont
$1.68M
SIA
466
Sage Investment Advisers
New York
$1.67M +$77.1K +1,206 +5%
CWC
467
Carolinas Wealth Consulting
North Carolina
$1.66M +$133K +2,084 +9%
RPC
468
Rossmore Private Capital
Connecticut
$1.66M -$104K -1,625 -6%
USAA
469
United Services Automobile Association
Texas
$1.65M
IFWM
470
Institute for Wealth Management
Colorado
$1.65M -$50.2K -786 -3%
BWP
471
Bernardo Wealth Planning
Pennsylvania
$1.63M +$264K +4,129 +19%
FWTB
472
First Western Trust Bank
Colorado
$1.63M
WP
473
WMS Partners
Maryland
$1.62M -$140K -2,185 -8%
FCC
474
Florin Court Capital
United Kingdom
$1.6M +$473K +7,400 +42%
EK
475
Evensky & Katz
Florida
$1.6M +$43.8K +685 +3%