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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 %
FPAS
576
Focus Partners Advisor Solutions
Missouri
$985K -$2.87M -44,845 -74%
CWP
577
Curated Wealth Partners
California
$984K -$12.8K -200 -1%
FCFC
578
First Commonwealth Financial Corp
Pennsylvania
$980K -$1.6M -24,983 -62%
CWS
579
Confluence Wealth Services
Pennsylvania
$979K -$20.8K -325 -2%
SIAM
580
Sterling Investment Advisors (Missouri)
Missouri
$965K -$49.8K -779 -5%
GWM
581
GSB Wealth Management
Connecticut
$956K +$89.5K +1,401 +10%
TF
582
Theory Financial
Colorado
$956K -$1.53K -24 -0.2%
PIM
583
Progressive Investment Management
Oregon
$952K
CA
584
Cornerstone Advisory
Maryland
$949K +$128 +2 +0%
VAM
585
Verity Asset Management
North Carolina
$945K +$506K +7,917 +115%
OPS
586
Orion Portfolio Solutions
Nebraska
$944K +$376K +5,884 +66%
BCI
587
Brinker Capital Investments
Pennsylvania
$944K +$944K +14,770 New
AA
588
Argent Advisors
Louisiana
$940K +$137K +2,146 +17%
WPC
589
White Pine Capital
Minnesota
$940K +$5.75K +90 +0.6%
S
590
SignatureFD
Georgia
$937K -$3.83K -60 -0.4%
DCM
591
Dimension Capital Management
Florida
$937K
CS
592
Capital Square
Tennessee
$930K -$45.9K -716 -5%
9WM
593
9258 Wealth Management
Ohio
$927K -$10.9K -171 -1%
CA
594
Claro Advisors
Massachusetts
$925K +$18.9K +296 +2%
CIR
595
Clear Investment Research
Georgia
$923K -$29.1K -455 -3%
NEPWA
596
New England Private Wealth Advisors
Massachusetts
$917K +$575 +9 +0.1%
HCA
597
Heck Capital Advisors
Wisconsin
$916K +$68.5K +1,072 +8%
MG
598
Mather Group
Illinois
$902K -$13.9K -218 -2%
TC
599
TownSquare Capital
Utah
$899K +$442K +6,912 +97%
BFM
600
Boston Financial Management
Massachusetts
$898K -$48K -752 -5%