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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 %
LL
626
LPWM LLC
Minnesota
$847K +$102K +1,594 +14%
CC
627
Chicago Capital
Illinois
$844K -$47.6K -745 -5%
NFP
628
NorthLanding Financial Partners
New York
$844K +$447 +7 +0.1%
OSAM
629
O'Shaughnessy Asset Management
Connecticut
$843K +$6.65K +104 +0.8%
UCIG
630
Ulrich Consultants & Investment Group
New Mexico
$837K
FA
631
Fiducient Advisors
Illinois
$833K -$54.5K -853 -6%
TIA
632
Tiemann Investment Advisors
California
$832K -$31.4K -492 -4%
MW
633
Marcum Wealth
Ohio
$831K -$181K -2,829 -18%
FCFS
634
First Command Financial Services
Texas
$827K +$339K +5,302 +69%
FCB
635
First Command Bank
Texas
$827K +$339K +5,302 +69%
QCG
636
Quadrant Capital Group
Ohio
$823K
TPWA
637
TRUE Private Wealth Advisors
Oregon
$822K -$25.7K -403 -3%
SFG
638
StrategIQ Financial Group
Indiana
$819K +$383 +6 +0%
SPWG
639
Syntegra Private Wealth Group
Missouri
$819K +$18.1K +283 +2%
WA
640
Waverly Advisors
Alabama
$818K +$5.05K +79 +0.6%
AT
641
American Trust
Kentucky
$815K +$55.8K +860 +7%
ATFA
642
All Terrain Financial Advisors
Minnesota
$809K -$25.4K -397 -3%
PAS
643
Park Avenue Securities
New York
$808K -$54.2K -849 -6%
FCB
644
First County Bank
Connecticut
$806K -$327K -5,122 -29%
PWA
645
Providence Wealth Advisors
Illinois
$793K
CFO
646
CVA Family Office
Colorado
$787K +$25.4K +397 +3%
SWM
647
SeaCrest Wealth Management
New York
$777K -$1.21K -19 -0.2%
MPM
648
Meritage Portfolio Management
Kansas
$765K
CHC
649
City Holding Co
West Virginia
$760K +$560K +8,771 +280%
FPW
650
Flagship Private Wealth
Massachusetts
$757K