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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 %
MGWM
551
Marks Group Wealth Management
Minnesota
$937K -$1.91K -33 -0.2%
WB
552
WesBanco Bank
West Virginia
$935K -$2M -34,607 -68%
SFP
553
Sandbox Financial Partners
Maryland
$929K -$123K -2,119 -12%
HCMG
554
Howard Capital Management Group
California
$926K -$347 -6 -0%
IA
555
Insight Advisors
Pennsylvania
$922K -$5.26K -91 -0.6%
GMA
556
Goldstein Munger & Associates
California
$922K
CAG
557
Crestwood Advisors Group
Massachusetts
$915K -$11.6K -200 -1%
BAG
558
Briggs Advisory Group
Rhode Island
$909K
9WM
559
9258 Wealth Management
Ohio
$904K -$69.4K -1,200 -7%
CWP
560
Curated Wealth Partners
California
$903K
RIL
561
Rothschild Investment LLC
Illinois
$901K +$901K +15,583 New
DAS
562
Dynamic Advisor Solutions
Arizona
$900K -$8.45K -146 -0.9%
BFM
563
Boston Financial Management
Massachusetts
$900K
LA
564
Legacy Advisors
Pennsylvania
$900K
RW
565
REDW Wealth
New Mexico
$899K
MWM
566
McNaughton Wealth Management
California
$889K +$62.5K +1,079 +8%
OPWM
567
Oxinas Partners Wealth Management
Indiana
$886K -$61.5K -1,063 -6%
CS
568
Capital Square
Tennessee
$880K +$18.7K +323 +2%
WCG
569
Weaver Consulting Group
California
$880K +$404K +6,983 +85%
TWC
570
TD Waterhouse Canada
Ontario, Canada
$878K -$8.31K -108 -0.9%
AC
571
AWM Capital
Arizona
$872K
Deutsche Bank
572
Deutsche Bank
Germany
$862K -$139K -2,400 -14%
PIM
573
Progressive Investment Management
Oregon
$862K
AIP
574
Almanack Investment Partners
Pennsylvania
$862K +$344K +5,952 +67%
CA
575
Cornerstone Advisory
Maryland
$859K