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iShares S&P 500 Growth ETF

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
676
WesBanco Bank
West Virginia
$979K -$126K -1,837 -11%
SFP
677
Sandbox Financial Partners
Maryland
$976K +$15.3K +223 +2%
AA
678
Argent Advisors
Louisiana
$972K +$40K +584 +4%
CIR
679
Clear Investment Research
Georgia
$969K -$15.5K -226 -2%
Deutsche Bank
680
Deutsche Bank
Germany
$967K -$10.3K -150 -1%
MA
681
MKT Advisors
California
$961K +$28.2K +411 +3%
RWA
682
Ropes Wealth Advisors
Massachusetts
$958K -$357K -5,224 -27%
DAS
683
Dynamic Advisor Solutions
Arizona
$954K +$351K +5,125 +58%
HPM
684
Hoxton Planning & Management
West Virginia
$953K +$953K +13,927 New
QPWM
685
Quadrant Private Wealth Management
Pennsylvania
$952K +$510K +7,433 +115%
OPA
686
Old Port Advisors
Maine
$952K +$952K +13,918 New
TWC
687
TD Waterhouse Canada
Ontario, Canada
$952K +$89 +1 +0%
BFM
688
Boston Financial Management
Massachusetts
$948K
FA
689
Fermata Advisors
California
$947K +$947K +13,849 New
MCM
690
McDonough Capital Management
Florida
$947K
HIA
691
Harbor Investment Advisory
Maryland
$944K +$23.7K +346 +3%
Koshinski Asset Management
692
Koshinski Asset Management
Illinois
$943K +$91.8K +1,341 +11%
KCM
693
Kennicott Capital Management
California
$941K -$1.88M -27,496 -67%
AT
694
American Trust
Kentucky
$938K +$46.5K +680 +5%
BOH
695
Bank of Hawaii
Hawaii
$937K -$10.3K -150 -1%
DCM
696
Dimension Capital Management
Florida
$934K -$48.4K -708 -5%
SPWG
697
Syntegra Private Wealth Group
Missouri
$932K -$122K -1,779 -12%
FIB
698
First Interstate Bank
Montana
$930K
TIA
699
Tiemann Investment Advisors
California
$926K -$1.85K -27 -0.2%
DFG
700
Delta Financial Group
New Jersey
$923K +$923K +13,484 New