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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 %
NWA
551
Navis Wealth Advisors
New York
$1.06M -$147K -2,295 -12%
KAH
552
Kathryn A. Hall
$1.06M
WB
553
WesBanco Bank
West Virginia
$1.05M +$29.8K +466 +3%
IWA
554
Inspirion Wealth Advisors
Illinois
$1.04M -$84.1K -1,316 -7%
VVP
555
Venture Visionary Partners
Ohio
$1.03M -$2.94K -46 -0.3%
ICG
556
InterOcean Capital Group
Tennessee
$1.03M +$69K +1,080 +7%
PAMG
557
Patton Albertson Miller Group
Tennessee
$1.02M +$64 +1 +0%
CC
558
Cadinha & Co
Hawaii
$1.02M -$124K -1,944 -11%
FA
559
Fiduciary Alliance
South Carolina
$1.02M +$958 +15 +0.1%
EP
560
Eudaimonia Partners
Tennessee
$1.02M -$8.11K -127 -0.8%
IAIM
561
International Assets Investment Management
Florida
$1.01M -$416K -6,504 -29%
CTC
562
Central Trust Company
Missouri
$1.01M +$1.98K +31 +0.2%
BIM
563
Bridges Investment Management
Nebraska
$1.01M -$29K -454 -3%
CAG
564
Crestwood Advisors Group
Massachusetts
$1.01M
KIG
565
Kessler Investment Group
Indiana
$1.01M +$82K +1,284 +9%
BAG
566
Briggs Advisory Group
Rhode Island
$1M
LC
567
LTG Capital
Massachusetts
$1M +$10.3K +162 +1%
RIL
568
Rothschild Investment LLC
Illinois
$999K +$2.17K +34 +0.2%
NSB
569
Norway Savings Bank
Maine
$999K -$161K -2,514 -14%
HCMG
570
Howard Capital Management Group
California
$994K -$6.39K -100 -0.6%
LA
571
Legacy Advisors
Pennsylvania
$994K
RW
572
REDW Wealth
New Mexico
$993K
OPWM
573
Oxinas Partners Wealth Management
Indiana
$992K -$7.03K -110 -0.7%
WAM
574
Wallington Asset Management
Indiana
$988K -$63.2K -990 -6%
IA
575
Insight Advisors
Pennsylvania
$987K +$703 +11 +0.1%