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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 %
CFO
726
CVA Family Office
Colorado
$843K
FCAS
727
First Command Advisory Services
Texas
$838K +$838K +12,243 New
1SB
728
1ST Source Bank
Indiana
$837K +$837K +12,239 New
CAM
729
Concorde Asset Management
Michigan
$837K +$453K +6,642 +118%
BW
730
Bison Wealth
Georgia
$830K -$29.4K -429 -3%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$829K -$136K -1,986 -14%
JFA
732
JNBA Financial Advisors
Minnesota
$825K -$74.5K -1,089 -8%
MPM
733
Meritage Portfolio Management
Kansas
$819K
WSTAM
734
Wilbanks Smith & Thomas Asset Management
Virginia
$812K +$165K +2,405 +25%
FPAS
735
Focus Partners Advisor Solutions
Missouri
$811K +$37K +541 +5%
FNT
736
First National Trust
Pennsylvania
$809K +$5.13K +75 +0.6%
FCA
737
Fortis Capital Advisors
Kansas
$807K
LF
738
LifeSteps Financial
California
$805K
CC
739
Copperleaf Capital
North Carolina
$805K +$805K +11,765 New
DC
740
Davenport & Co
Virginia
$804K +$320K +4,672 +66%
GSWM
741
Greenup Street Wealth Management
Michigan
$804K -$1.87M -27,330 -70%
FWM
742
Focused Wealth Management
New York
$801K +$3.22K +47 +0.4%
FPW
743
Flagship Private Wealth
Massachusetts
$796K
MLL
744
Moody Lynn & Lieberson
Massachusetts
$795K -$1.37K -20 -0.2%
GWP
745
Gateway Wealth Partners
Wisconsin
$794K +$794K +11,604 New
TYCC
746
Texas Yale Capital Corp
Florida
$794K
AA
747
Ancora Advisors
Ohio
$792K +$447K +6,539 +130%
ATFA
748
All Terrain Financial Advisors
Minnesota
$787K -$25.2K -368 -3%
BCM
749
Brasada Capital Management
Texas
$786K
TTWM
750
TCV Trust & Wealth Management
Virginia
$784K