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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 %
SIAM
701
Sterling Investment Advisors (Missouri)
Missouri
$923K -$80.9K -1,182 -8%
SFS
702
Summit Financial Strategies
Ohio
$917K
IIC
703
Integrated Investment Consultants
Michigan
$915K -$46.9K -685 -5%
IAIM
704
International Assets Investment Management
Florida
$914K -$174K -2,556 -16%
CPIG
705
Chicago Partners Investment Group
Illinois
$911K +$27K +398 +3%
FA
706
Fountainhead AM
New Jersey
$910K
AIA
707
Arcadia Investment Advisors
Idaho
$907K
SCM
708
SOL Capital Management
Maryland
$901K +$684 +10 +0.1%
AWM
709
Atticus Wealth Management
Florida
$896K +$168K +2,462 +23%
CW
710
Connectus Wealth
Ohio
$894K -$28.7K -420 -3%
USB
711
Union Savings Bank
Connecticut
$887K -$7.94K -116 -0.9%
SVWAG
712
Sound View Wealth Advisors Group
Georgia
$883K +$95.5K +1,396 +12%
Vanguard Group
713
Vanguard Group
Pennsylvania
$875K -$45.6K -667 -5%
BOS
714
Bank of Stockton
California
$875K -$263K -3,975 -23%
FA
715
Fiducient Advisors
Illinois
$873K +$314K +4,570 +56%
SWM
716
SeaCrest Wealth Management
New York
$872K +$39.7K +580 +5%
SFG
717
StrategIQ Financial Group
Indiana
$871K -$14.7K -215 -2%
NSB
718
Norway Savings Bank
Maine
$869K +$869K +12,701 New
WI
719
Wintrust Investments
Illinois
$857K -$23.3K -341 -3%
VPP
720
Vertex Planning Partners
Illinois
$857K +$411K +6,002 +92%
CC
721
Chicago Capital
Illinois
$851K
BFG
722
Berger Financial Group
Minnesota
$848K -$72.5K -1,059 -8%
WA
723
Wealthstream Advisors
New York
$847K -$66.2K -968 -7%
FCFC
724
First Commonwealth Financial Corp
Pennsylvania
$846K -$59.9K -876 -7%
PA
725
PFG Advisors
Arizona
$846K +$374K +5,469 +79%