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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 %
IIC
601
Integrated Investment Consultants
Michigan
$898K -$1.53K -24 -0.2%
WI
602
Wintrust Investments
Illinois
$896K +$351K +5,488 +64%
BOS
603
Bank of Stockton
California
$889K -$214K -3,349 -19%
BOH
604
Bank of Hawaii
Hawaii
$885K -$639 -10 -0.1%
MCM
605
McDonough Capital Management
Florida
$884K
SFP
606
Sandbox Financial Partners
Maryland
$883K +$4.98K +78 +0.6%
CB
607
Community Bank
New York
$883K +$66.1K +1,035 +8%
AWM
608
Axxcess Wealth Management
California
$880K +$255K +3,993 +41%
KCM
609
Kennicott Capital Management
California
$878K
Deutsche Bank
610
Deutsche Bank
Germany
$878K
BCG
611
Breakwater Capital Group
New Jersey
$875K +$63.1K +988 +8%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$873K -$17.6K -214 -2%
PFBT
613
Parkside Financial Bank & Trust
Missouri
$872K +$269K +4,217 +45%
JFA
614
JNBA Financial Advisors
Minnesota
$869K -$44.2K -692 -5%
FIB
615
First Interstate Bank
Montana
$868K -$17.6K -276 -2%
AWA
616
Arete Wealth Advisors
Illinois
$868K +$16.7K +262 +2%
MA
617
MKT Advisors
California
$866K -$9.89K -155 -1%
Koshinski Asset Management
618
Koshinski Asset Management
Illinois
$864K -$24.8K -388 -3%
CW
619
Connectus Wealth
Ohio
$861K +$319 +5 +0%
SCM
620
SOL Capital Management
Maryland
$861K +$4.79K +75 +0.6%
BFG
621
Berger Financial Group
Minnesota
$860K
SFS
622
Summit Financial Strategies
Ohio
$856K +$465K +7,283 +119%
AIA
623
Arcadia Investment Advisors
Idaho
$855K -$256K -4,012 -23%
FA
624
Fountainhead AM
New Jersey
$849K +$1.85K +29 +0.2%
ES
625
Eagle Strategies
New York
$849K -$105K -1,638 -11%