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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 %
KFP
501
KMG Fiduciary Partners
Ohio
$1.33M +$1.33M +20,833 New
SFG
502
Summit Financial Group
West Virginia
$1.32M -$3.51K -55 -0.3%
BTWM
503
Baker Tilly Wealth Management
Wisconsin
$1.31M +$946K +14,814 +257%
ACM
504
Advisors Capital Management
New Jersey
$1.31M -$140K -2,184 -10%
MGWM
505
Marks Group Wealth Management
Minnesota
$1.3M +$511 +8 +0%
FNBTCON
506
First National Bank & Trust Co of Newtown
Pennsylvania
$1.3M
E
507
ETFidea
New York
$1.3M -$59K -923 -4%
HCP
508
Holt Capital Partners
Texas
$1.28M
BF
509
Blankinship & Foster
California
$1.28M -$249K -3,900 -16%
AC
510
AWM Capital
Arizona
$1.28M +$369K +5,776 +41%
BFO
511
Boston Family Office
Massachusetts
$1.26M
SFS
512
Sowell Financial Services
Arkansas
$1.26M +$16.4K +257 +1%
OAM
513
Oppenheimer Asset Management
New York
$1.25M -$44.3K -693 -3%
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$1.24M +$7.99K +125 +0.6%
PPW
515
PACK Private Wealth
Minnesota
$1.24M +$81.5K +1,276 +7%
MWM
516
McNaughton Wealth Management
California
$1.23M +$23.9K +374 +2%
BFS
517
Bradley Foster & Sargent
Connecticut
$1.21M
MSWMA
518
Market Street Wealth Management Advisors
Indiana
$1.2M -$73.9K -1,157 -6%
SFS
519
Security Financial Services
Indiana
$1.2M +$29.8K +466 +3%
SDWMA
520
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.19M
CW
521
CreativeOne Wealth
Kansas
$1.19M +$164K +2,561 +16%
HCM
522
Highview Capital Management
Illinois
$1.19M
GT
523
Glenview Trust
Kentucky
$1.18M -$105K -1,639 -8%
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$1.18M +$122K +1,916 +12%
PMG
525
ProVise Management Group
Florida
$1.16M +$396K +6,198 +52%