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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 %
CFD
751
Creative Financial Designs
Indiana
$784K +$188K +2,745 +32%
BFA
752
Beacon Financial Advisory
Ohio
$783K +$201K +2,939 +35%
MMHP
753
Murphy Middleton Hinkle & Parker
Georgia
$781K
FCA
754
FinTrust Capital Advisors
South Carolina
$777K +$108K +1,575 +16%
Empower Advisory Group
755
Empower Advisory Group
Colorado
$773K -$3.83K -56 -0.5%
SHA
756
Seneca House Advisors
Virginia
$769K +$5.58K +80 +0.7%
JIC
757
Joel Isaacson & Co
New York
$764K -$9.37K -137 -1%
CWM
758
C2C Wealth Management
Arizona
$763K
SW
759
Simplicity Wealth
New Jersey
$758K +$758K +11,083 New
MMPW
760
Mitchell McLeod Pugh & Williams
Alabama
$756K -$19K -278 -2%
EL
761
EQ LLC
Washington
$755K +$755K +11,036 New
FFA
762
First Foundation Advisors
California
$755K +$157K +2,301 +26%
PIA
763
Perennial Investment Advisors
California
$752K +$122K +1,777 +19%
AWA
764
Aaron Wealth Advisors
Illinois
$752K
PCI
765
Planning Center Inc
Illinois
$751K
CWP
766
Curated Wealth Partners
California
$740K -$313K -4,580 -30%
QCM
767
QRG Capital Management
Illinois
$739K +$739K +10,803 New
SYBT
768
Stock Yards Bank & Trust
Kentucky
$739K +$130K +1,900 +21%
MCWS
769
McKinley Carter Wealth Services
West Virginia
$738K -$35.3K -516 -5%
LF
770
Lantz Financial
Illinois
$735K +$735K +10,746 New
FWCM
771
Ferguson Wellman Capital Management
Oregon
$732K -$4.79K -70 -0.7%
PWA
772
Provenance Wealth Advisors
Florida
$728K +$728K +10,646 New
PSF
773
Pacific Sun Financial
California
$728K -$47.9K -700 -6%
EWM
774
Empirical Wealth Management
Washington
$727K
PS
775
Planned Solutions
California
$727K +$9.72K +142 +1%