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iShares S&P 500 Growth ETF

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
501
Marcum Wealth
Ohio
$1.13M -$226K -3,911 -17%
SF
502
SBK Financial
Virginia
$1.13M -$10.9K -188 -1%
RWRC
503
R.W. Roge & Company
New York
$1.13M
BFS
504
Bradley Foster & Sargent
Connecticut
$1.13M -$12K -208 -1%
CWA
505
Consilio Wealth Advisors
Washington
$1.12M -$1.85K -32 -0.2%
AIA
506
Arcadia Investment Advisors
Idaho
$1.12M -$124K -2,138 -10%
FA
507
Fermata Advisors
California
$1.12M +$85.5K +1,478 +8%
IAIM
508
International Assets Investment Management
Florida
$1.11M +$145K +2,500 +15%
BONH
509
Bank of New Hampshire
New Hampshire
$1.11M -$34.7K -600 -3%
EWA
510
Exencial Wealth Advisors
Oklahoma
$1.1M +$213K +3,680 +24%
BMM
511
Berkshire Money Management
Massachusetts
$1.08M -$1.45M -25,046 -57%
HSA
512
HBK Sorce Advisory
Pennsylvania
$1.08M +$200K +3,464 +23%
Citadel Advisors
513
Citadel Advisors
Florida
$1.07M -$2.66M -46,004 -71%
GWA
514
GGM Wealth Advisors
Maryland
$1.07M
1CP
515
17 Capital Partners
Arizona
$1.07M -$9.55K -165 -0.9%
LSPW
516
Lake Street Private Wealth
Illinois
$1.06M +$8.91K +154 +0.8%
SDWMA
517
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.06M +$527K +9,108 +99%
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$1.06M -$937K -16,206 -47%
FPFS
519
First Personal Financial Services
North Carolina
$1.06M +$3.53K +61 +0.3%
GT
520
Glenview Trust
Kentucky
$1.06M +$70.9K +1,225 +7%
RIA
521
Regal Investment Advisors
Michigan
$1.05M -$35.1K -607 -3%
RPC
522
Rossmore Private Capital
Connecticut
$1.05M
PPW
523
PACK Private Wealth
Minnesota
$1.05M -$11.9K -206 -1%
Renaissance Technologies
524
Renaissance Technologies
New York
$1.04M -$1.7M -29,400 -62%
HT
525
Heritage Trust
Oklahoma
$1.03M -$301K -5,200 -23%