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iShares S&P 500 Growth ETF

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.05%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
451
Valeo Financial Advisors
Indiana
$2.06M
PWM
452
Perigon Wealth Management
California
$2.05M +$434K +6,153 +27%
NB
453
Northwest Bancshares
Pennsylvania
$2.04M -$134K -1,907 -6%
TWM
454
Tolleson Wealth Management
Texas
$2.02M
PFS
455
Prospera Financial Services
Texas
$2.02M +$114K +1,611 +6%
WWC
456
Waypoint Wealth Counsel
Georgia
$2M +$5.99K +85 +0.3%
CSPIA
457
Cary Street Partners Investment Advisory
Virginia
$2M +$282 +4 +0%
PA
458
Procyon Advisors
Connecticut
$1.99M +$85.1K +1,207 +4%
CB
459
Cadence Bank
Mississippi
$1.99M -$674K -9,560 -25%
EFS
460
Essex Financial Services
Connecticut
$1.98M -$69.5K -986 -3%
AG
461
Ascent Group
Virginia
$1.98M +$1.98M +27,894 New
EAM
462
Evanson Asset Management
California
$1.98M -$143K -2,032 -7%
CIA
463
Choate Investment Advisors
Massachusetts
$1.97M -$334K -4,733 -14%
RhumbLine Advisers
464
RhumbLine Advisers
Massachusetts
$1.96M
IWM
465
IHT Wealth Management
Illinois
$1.96M +$106K +1,505 +6%
JSL
466
JT Stratford LLC
Georgia
$1.95M -$259K -3,681 -12%
KFA
467
Kapstone Financial Advisors
Ohio
$1.94M +$48.3K +667 +3%
KFAA
468
Klaas Financial Asset Advisors
Illinois
$1.91M -$79.8K -1,132 -4%
CPIA
469
Cornell Pochily Investment Advisors
New York
$1.9M -$56.1K -796 -3%
CWM
470
CCG Wealth Management
California
$1.87M -$196K -2,776 -9%
CW
471
CreativeOne Wealth
Kansas
$1.87M +$557K +7,900 +43%
RIS
472
Retirement Income Solutions
Michigan
$1.87M
KF
473
Krilogy Financial
Missouri
$1.86M +$174K +2,466 +10%
USAA
474
United Services Automobile Association
Texas
$1.86M +$43.9K +623 +2%
SOS
475
Silver Oak Securities
Tennessee
$1.86M -$185K -2,631 -9%