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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 %
OFS
801
OneAscent Financial Services
Alabama
$460K -$211K -3,311 -31%
PA
802
PFG Advisors
Arizona
$458K +$15.1K +236 +3%
TC
803
TAP Consulting
Missouri
$458K +$1.73K +27 +0.4%
VP
804
Verum Partners
North Carolina
$457K -$14.2K -223 -3%
IRAG
805
Investment Research & Advisory Group
Georgia
$456K
PNC
806
Park National Corp
Ohio
$454K +$9.26K +145 +2%
MWM
807
Mascoma Wealth Management
New Hampshire
$454K +$19K +293 +4%
CLG
808
Cooperman Leon G
$453K -$1.03M -16,127 -69%
JGIA
809
Jackson Grant Investment Advisers
Connecticut
$451K +$12.2K +191 +3%
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$449K
NP
811
NorthRock Partners
Minnesota
$449K -$59.4K -930 -12%
CFA
812
CWS Financial Advisors
Michigan
$448K +$54K +845 +14%
HCM
813
Harvey Capital Management
Florida
$447K
VWA
814
V Wealth Advisors
Kansas
$446K
AC
815
Annandale Capital
Texas
$444K +$444K +6,952 New
WG
816
Welch Group
Alabama
$443K +$6.58K +103 +2%
QCM
817
Quantinno Capital Management
New York
$441K -$6K -94 -1%
CTA
818
Chesley Taft & Associates
Illinois
$441K
AIP
819
Almanack Investment Partners
Pennsylvania
$438K -$38.5K -603 -8%
LSA
820
L & S Advisors
California
$438K -$45.8K -717 -9%
ACA
821
Affinity Capital Advisors
California
$437K
STCOSD
822
Sageworth Trust Company of South Dakota
South Dakota
$435K
WF
823
Welch & Forbes
Massachusetts
$434K -$66.5K -1,041 -13%
TI
824
tru Independence
Oregon
$434K -$58K -907 -12%
NDSI
825
Newman Dignan & Sheerar Inc
Rhode Island
$433K -$13.7K -214 -3%