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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 %
PCI
626
Planning Center Inc
Illinois
$735K -$64.6K -1,132 -8%
TIA
627
Tiemann Investment Advisors
California
$733K -$40.4K -698 -5%
BHWM
628
Bar Harbor Wealth Management
New Hampshire
$732K -$23.4K -405 -3%
IIC
629
Integrated Investment Consultants
Michigan
$729K +$4.22K +73 +0.6%
CA
630
Claro Advisors
Massachusetts
$728K
RC
631
RegentAtlantic Capital
New Jersey
$724K +$157K +2,720 +28%
PWA
632
Providence Wealth Advisors
Illinois
$720K -$25.2K -432 -3%
KJWM
633
Kiley Juergens Wealth Management
Washington
$718K
DC
634
Davenport & Co
Virginia
$716K +$20.1K +347 +3%
PSF
635
Pacific Sun Financial
California
$709K -$35.6K -615 -5%
GPFA
636
Game Plan Financial Advisors
Ohio
$708K -$5.78K -100 -0.8%
AWA
637
Alta Wealth Advisors
Massachusetts
$708K +$58 +1 +0%
SWM
638
SeaCrest Wealth Management
New York
$704K +$16.2K +281 +2%
SOS
639
Silver Oak Securities
Tennessee
$694K -$806K -11,786 -54%
SFG
640
StrategIQ Financial Group
Indiana
$694K -$50.6K -876 -7%
MPM
641
Meritage Portfolio Management
Kansas
$693K
FCH
642
Freestone Capital Holdings
Washington
$692K +$121K +2,090 +21%
4WM
643
4J Wealth Management
Virginia
$691K -$14.2K -245 -2%
CA
644
Calton & Associates
Florida
$688K -$4.33K -75 -0.6%
CGFA
645
Colton Groome Financial Advisors
North Carolina
$687K -$3.87K -67 -0.6%
PFO
646
Pathstone Family Office
New Jersey
$686K +$276K +4,772 +67%
FNT
647
First National Trust
Pennsylvania
$685K -$32.2K -557 -4%
FPW
648
Flagship Private Wealth
Massachusetts
$685K
FA
649
Fountainhead AM
New Jersey
$684K +$22.1K +382 +3%
TI
650
Truepoint Inc
Ohio
$682K