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iShares S&P 500 Growth ETF

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BF
601
Blankinship & Foster
California
$1.26M -$1.71K -25 -0.1%
CWC
602
Carolinas Wealth Consulting
North Carolina
$1.26M -$483K -7,241 -28%
GFS
603
GYL Financial Synergies
Connecticut
$1.26M
AC
604
AWM Capital
Arizona
$1.25M -$116K -1,699 -8%
PMG
605
ProVise Management Group
Florida
$1.24M +$13.8K +201 +1%
MWM
606
McNaughton Wealth Management
California
$1.24M -$11.1K -162 -0.9%
QCG
607
Quadrant Capital Group
Ohio
$1.24M +$354K +5,176 +40%
ESB
608
Essex Savings Bank
Connecticut
$1.23M
FLPIM
609
F.L. Putnam Investment Management
Massachusetts
$1.22M -$20.5K -300 -2%
CD
610
Chapin Davis
Maryland
$1.22M +$5.95K +87 +0.5%
NLP
611
Next Level Private
New York
$1.21M +$2.96K +43 +0.2%
TWM
612
TMD Wealth Management
Arizona
$1.21M
BCG
613
Breakwater Capital Group
New Jersey
$1.19M +$236K +3,493 +25%
TSWM
614
Tyler-Stone Wealth Management
Ohio
$1.19M
FNBTCON
615
First National Bank & Trust Co of Newtown
Pennsylvania
$1.18M -$206K -3,013 -15%
FCC
616
Florin Court Capital
United Kingdom
$1.18M +$1.18M +17,200 New
FCBT
617
First Citizens Bank & Trust
North Carolina
$1.18M -$186K -2,718 -14%
OAM
618
Oppenheimer Asset Management
New York
$1.18M -$9.99K -146 -0.8%
ACA
619
Aptus Capital Advisors
Alabama
$1.17M +$851K +12,443 +264%
S
620
SignatureFD
Georgia
$1.17M +$31.2K +456 +3%
DWMS
621
Dominguez Wealth Management Solutions
Virginia
$1.17M -$18.1K -265 -2%
WA
622
Waverly Advisors
Alabama
$1.16M -$6.23K -91 -0.5%
KWM
623
Kingsview Wealth Management
Oregon
$1.16M +$708K +10,341 +155%
HSA
624
HBK Sorce Advisory
Pennsylvania
$1.16M -$8.62K -126 -0.7%
GWM
625
GSB Wealth Management
Connecticut
$1.14M +$12.7K +186 +1%