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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 %
PAA
451
Peregrine Asset Advisers
Oregon
$2.62M +$2.62M +38,340 New
BCWM
452
Bartlett & Co Wealth Management
Ohio
$2.62M -$2.13K -31 -0.1%
BC
453
Bartlett & Co
Ohio
$2.62M -$2.13K -31 -0.1%
HWM
454
Howard Wealth Management
Connecticut
$2.58M
CT
455
Cambridge Trust
Massachusetts
$2.57M +$9.31K +136 +0.4%
SFS
456
Sowell Financial Services
Arkansas
$2.57M +$899K +13,096 +54%
National Bank of Canada
457
National Bank of Canada
Quebec, Canada
$2.55M -$342K -5,002 -12%
DPI
458
Diversified Portfolios Inc
Michigan
$2.55M -$29.6K -432 -1%
GCM
459
Gables Capital Management
Florida
$2.53M
First Trust Advisors
460
First Trust Advisors
Illinois
$2.53M -$56.2K -821 -2%
RL
461
Rogco LP
Oklahoma
$2.5M +$2.5M +36,571 New
GPWA
462
Great Point Wealth Advisors
Massachusetts
$2.5M
OFG
463
Oxford Financial Group
Indiana
$2.46M -$948K -13,850 -28%
SCI
464
S&CO Inc
Massachusetts
$2.43M
RWMG
465
Redwood Wealth Management Group
New Jersey
$2.42M -$83.7K -1,224 -3%
LC
466
Lindbrook Capital
California
$2.42M +$5.13K +75 +0.2%
MAM
467
MMA Asset Management
Pennsylvania
$2.39M -$724K -10,584 -23%
1WM
468
1900 Wealth Management
Texas
$2.36M -$941K -13,754 -28%
KBFS
469
Kohmann Bosshard Financial Services
Ohio
$2.36M
MA
470
MBA Advisors
Pennsylvania
$2.34M
PA
471
Parallel Advisors
California
$2.33M -$108K -1,584 -4%
PCA
472
Pallas Capital Advisors
Massachusetts
$2.29M +$159K +2,391 +7%
SLT
473
St Louis Trust
Missouri
$2.29M
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$2.28M +$566K +8,266 +33%
PA
475
Procyon Advisors
Connecticut
$2.27M +$333K +4,860 +17%