IVW icon

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 %
BFAG
651
Blackston Financial Advisory Group
Florida
$754K -$84.2K -1,319 -10%
LF
652
LifeSteps Financial
California
$752K
DFG
653
Delta Financial Group
New Jersey
$749K +$1.92K +30 +0.3%
FWM
654
Focused Wealth Management
New York
$745K
MLL
655
Moody Lynn & Lieberson
Massachusetts
$744K -$43.7K -684 -6%
TYCC
656
Texas Yale Capital Corp
Florida
$741K
BCM
657
Brasada Capital Management
Texas
$740K
SB
658
Strategic Blueprint
Georgia
$740K -$215K -3,362 -23%
TTWM
659
TCV Trust & Wealth Management
Virginia
$732K -$50.5K -790 -6%
Empower Advisory Group
660
Empower Advisory Group
Colorado
$731K +$731K +11,366 New
MMHP
661
Murphy Middleton Hinkle & Parker
Georgia
$729K +$894 +14 +0.1%
SC
662
Scotia Capital
Ontario, Canada
$724K +$19.9K +312 +3%
NCM
663
Novare Capital Management
North Carolina
$724K +$211K +3,300 +41%
AA
664
Advisory Alpha
Michigan
$722K +$31.9K +500 +5%
CWM
665
C2C Wealth Management
Arizona
$711K +$64 +1 +0%
PCI
666
Planning Center Inc
Illinois
$710K -$116K -1,796 -14%
SWM
667
Solano Wealth Management
California
$709K +$709K +11,104 New
AIP
668
Ahrens Investment Partners
Louisiana
$708K -$311K -4,874 -31%
MCWS
669
McKinley Carter Wealth Services
West Virginia
$705K +$5.69K +89 +0.8%
AWA
670
Aaron Wealth Advisors
Illinois
$702K
DI
671
Disciplined Investments
Oklahoma
$701K -$178K -2,786 -20%
SHA
672
Seneca House Advisors
Virginia
$700K +$319 +5 +0%
SIC
673
Sigma Investment Counselors
Michigan
$694K
CWP
674
CFM Wealth Partners
Texas
$691K -$138K -2,166 -17%
FCA
675
Fortis Capital Advisors
Kansas
$690K -$35.1K -550 -5%