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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 %
FIM
751
Fernwood Investment Management
Massachusetts
$554K
HFS
752
Heritage Financial Services
Massachusetts
$550K
ODIJL
753
One Day In July LLC
Vermont
$550K -$4.92K -77 -0.9%
CAG
754
Curtis Advisory Group
California
$548K
CWM
755
Centurion Wealth Management
Virginia
$548K +$69.6K +1,090 +15%
CMP
756
Courage Miller Partners
Virginia
$544K -$1.34K -21 -0.2%
BFA
757
Beacon Financial Advisory
Ohio
$543K -$24.8K -388 -4%
CFD
758
Creative Financial Designs
Indiana
$542K +$60.4K +945 +13%
CGPCS
759
Capital Group Private Client Services
California
$542K +$703 +11 +0.1%
TPW
760
TL Private Wealth
Texas
$541K +$11.2K +176 +2%
RDFA
761
Ritter Daniher Financial Advisory
Ohio
$538K -$69.9K -1,094 -11%
SBH
762
Segall Bryant & Hamill
Illinois
$536K -$727K -11,372 -58%
CWM
763
Castle Wealth Management
Florida
$536K
FPGK
764
Financial Partners Group (Kansas)
Kansas
$533K +$23.3K +365 +5%
Betterment LLC
765
Betterment LLC
New York
$531K +$75.5K +1,182 +17%
IW
766
Imprint Wealth
South Carolina
$531K +$531K +8,308 New
CIA
767
Capital Investment Advisors
Georgia
$523K +$5.69K +89 +1%
HCM
768
HMS Capital Management
Tennessee
$522K
GLR
769
Great Lakes Retirement
Ohio
$520K
ST
770
Sageworth Trust
Pennsylvania
$520K
DBT
771
Dubuque Bank & Trust
Iowa
$514K
CGFA
772
Colton Groome Financial Advisors
North Carolina
$513K -$4.41K -69 -0.9%
GI
773
GAMCO Investors
Connecticut
$511K
PCS
774
Personal CFO Solutions
New Jersey
$511K +$45K +705 +10%
SNB
775
Security National Bank
Nebraska
$511K +$78.2K +1,224 +18%