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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 %
IAN
701
Integrated Advisors Network
Texas
$573K -$57.9K -1,001 -9%
Bessemer Group
702
Bessemer Group
New Jersey
$571K -$130K -2,246 -19%
JWBC
703
J.W. Burns & Co
New York
$571K
CWS
704
Confluence Wealth Services
Pennsylvania
$570K +$3.7K +64 +0.7%
FHA
705
Flagship Harbor Advisors
Massachusetts
$567K -$16.1K -278 -3%
AFA
706
American Financial Advisors
Georgia
$563K
AWM
707
Axxcess Wealth Management
California
$562K +$1.85K +32 +0.3%
TWM
708
Tradition Wealth Management
Minnesota
$560K -$46.2K -798 -8%
Neuberger Berman Group
709
Neuberger Berman Group
New York
$560K +$12.9K +223 +2%
OC
710
Oakworth Capital
Alabama
$559K -$1.1K -19 -0.2%
FIM
711
Fernwood Investment Management
Massachusetts
$559K
SPP
712
Single Point Partners
Massachusetts
$558K
NCM
713
Neumann Capital Management
California
$555K -$23.1K -400 -4%
GWS
714
Glassman Wealth Services
Virginia
$554K
NCM
715
NCM Capital Management
New Jersey
$551K
Lazard Asset Management
716
Lazard Asset Management
New York
$550K
SIC
717
Sigma Investment Counselors
Michigan
$544K
CB
718
CNB Bank
Pennsylvania
$544K
AWA
719
Arete Wealth Advisors
Illinois
$544K +$144K +2,481 +36%
SYBT
720
Stock Yards Bank & Trust
Kentucky
$539K -$17.9K -309 -3%
CANC
721
Culbertson A N & Co
Virginia
$536K
AFG
722
Albion Financial Group
Utah
$532K
PWM
723
Pinnacle Wealth Management
California
$532K +$532K +9,197 New
MA
724
MCF Advisors
Kentucky
$531K
HWA
725
HHM Wealth Advisors
Tennessee
$531K