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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 %
FWCM
676
Ferguson Wellman Capital Management
Oregon
$690K -$20.8K -325 -3%
ACIM
677
Azimuth Capital Investment Management
Michigan
$690K -$8.91M -139,449 -93%
FNT
678
First National Trust
Pennsylvania
$689K -$56.8K -889 -8%
AWM
679
Atticus Wealth Management
Florida
$680K -$509K -7,971 -43%
AWM
680
Aprio Wealth Management
Georgia
$679K -$5.75K -90 -0.8%
4WM
681
4J Wealth Management
Virginia
$677K -$61.3K -960 -8%
JIC
682
Joel Isaacson & Co
New York
$676K +$639 +10 +0.1%
HR
683
Hardy Reed
Mississippi
$672K -$63.7K -997 -9%
SWM
684
Stockman Wealth Management
Montana
$669K
EWM
685
Empirical Wealth Management
Washington
$667K +$263K +4,120 +65%
BFEC
686
Benjamin F. Edwards & Company
Missouri
$662K -$19.8K -309 -3%
AIA
687
Arbor Investment Advisors
North Carolina
$659K
MA
688
MONECO Advisors
Connecticut
$657K +$7.41K +116 +1%
SKK
689
Shepherd Kaplan Krochuk
Massachusetts
$657K +$4.22K +66 +0.6%
MA
690
MCF Advisors
Kentucky
$656K
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$656K -$79.1K -1,238 -11%
BHWM
692
Bar Harbor Wealth Management
New Hampshire
$654K -$63.9K -1,000 -9%
SWA
693
Sutton Wealth Advisors
Florida
$646K
CPIG
694
Chicago Partners Investment Group
Illinois
$642K -$46.8K -727 -7%
BONH
695
Bank of New Hampshire
New Hampshire
$641K -$227K -3,560 -26%
FRA
696
Front Row Advisors
California
$641K -$11.5K -180 -2%
KJWM
697
Kiley Juergens Wealth Management
Washington
$640K -$77.9K -1,220 -11%
SEM
698
Strategic Equity Management
Arizona
$639K +$168K +2,631 +36%
FDCC
699
Foster Dykema Cabot & Co
Massachusetts
$639K
IA
700
IFG Advisors
Missouri
$639K +$447 +7 +0.1%