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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 %
WP
701
Westmount Partners
California
$638K +$639 +10 +0.1%
CA
702
Calton & Associates
Florida
$637K -$123K -1,924 -16%
AWA
703
Alta Wealth Advisors
Massachusetts
$637K -$15.3K -240 -2%
CPA
704
Capital Planning Advisors
California
$636K
LTI
705
Laffer Tengler Investments
Tennessee
$635K
WCF
706
West Coast Financial
California
$630K -$13.7K -215 -2%
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
$628K +$440K +6,887 +235%
CWA
708
Consilio Wealth Advisors
Washington
$625K -$183K -2,859 -23%
PIA
709
Perennial Investment Advisors
California
$622K +$5.24K +82 +0.8%
TFO
710
Tarbox Family Office
California
$618K -$107K -1,670 -15%
SPP
711
Single Point Partners
Massachusetts
$616K +$64 +1 +0%
NCM
712
Neumann Capital Management
California
$613K
OC
713
Oakworth Capital
Alabama
$613K
GWS
714
Glassman Wealth Services
Virginia
$612K
PB
715
Pinnacle Bancorp
Nebraska
$610K -$4.22K -66 -0.7%
Lazard Asset Management
716
Lazard Asset Management
New York
$608K
AFA
717
American Financial Advisors
Georgia
$607K -$5.49K -86 -0.9%
IWM
718
Iams Wealth Management
Nebraska
$607K +$122K +1,930 +25%
WSTAM
719
Wilbanks Smith & Thomas Asset Management
Virginia
$605K
Vanguard Group
720
Vanguard Group
Pennsylvania
$604K +$604K +9,458 New
PS
721
Planned Solutions
California
$604K -$6.98M -109,256 -92%
IAN
722
Integrated Advisors Network
Texas
$604K +$13.4K +210 +2%
CB
723
CNB Bank
Pennsylvania
$601K
CWM
724
Congress Wealth Management
Massachusetts
$598K -$84K -1,315 -12%
JWBC
725
J.W. Burns & Co
New York
$597K -$25.9K -405 -4%