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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 %
LF
651
LifeSteps Financial
California
$681K
CWM
652
C2C Wealth Management
Arizona
$681K +$61 +1 +0%
OWA
653
Opal Wealth Advisors
New York
$676K +$54.8K +947 +9%
FWM
654
Focused Wealth Management
New York
$674K
TYCC
655
Texas Yale Capital Corp
Florida
$671K
BCM
656
Brasada Capital Management
Texas
$670K
WA
657
Waverly Advisors
Alabama
$668K -$1.37M -23,749 -67%
PCA
658
Personal Capital Advisors
California
$665K +$6.54K +113 +1%
BS
659
Boenning & Scattergood
Pennsylvania
$662K -$5.79K -100 -0.9%
SFS
660
Summit Financial Strategies
Ohio
$661K +$381K +6,591 +136%
MMHP
661
Murphy Middleton Hinkle & Parker
Georgia
$658K +$463 +8 +0.1%
OPS
662
Orion Portfolio Solutions
Nebraska
$654K +$61.5K +1,063 +10%
CIA
663
Capital Investment Advisors
Georgia
$650K +$5.15K +89 +0.8%
SHA
664
Seneca House Advisors
Virginia
$646K
PCS
665
Personal CFO Solutions
New Jersey
$644K -$5.09K -88 -0.8%
IA
666
IFG Advisors
Missouri
$644K +$644K +11,127 New
SC
667
Scotia Capital
Ontario, Canada
$643K -$13K -224 -2%
FWCM
668
Ferguson Wellman Capital Management
Oregon
$643K -$2.02K -35 -0.3%
SQA
669
Simon Quick Advisors
New Jersey
$642K -$45.9K -793 -7%
RWP
670
RWA Wealth Partners
Massachusetts
$639K -$47K -812 -7%
WCF
671
West Coast Financial
California
$637K -$26K -450 -4%
MCWS
672
McKinley Carter Wealth Services
West Virginia
$635K -$6.94K -120 -1%
AWM
673
Aprio Wealth Management
Georgia
$634K +$634K +10,966 New
AA
674
Advisory Alpha
Michigan
$624K -$10.5K -181 -2%
ACIM
675
Azimuth Capital Investment Management
Michigan
$624K +$1.04K +18 +0.2%