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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 %
VP
801
Verum Partners
North Carolina
$678K +$189K +2,756 +39%
ODIJL
802
One Day In July LLC
Vermont
$676K +$60.2K +880 +10%
SWM
803
Sendero Wealth Management
Texas
$675K
4WM
804
4J Wealth Management
Virginia
$675K -$30.3K -443 -4%
CCWM
805
Cassaday & Co Wealth Management
Virginia
$674K
BONH
806
Bank of New Hampshire
New Hampshire
$673K -$13.7K -200 -2%
GSEP
807
Golden State Equity Partners
California
$672K -$17.7K -258 -3%
SXL
808
Summit X LLC
Missouri
$672K -$13.6K -198 -2%
CB
809
Community Bank
New York
$665K -$281K -4,103 -30%
IA
810
IFG Advisory
Georgia
$664K +$664K +9,703 New
EWA
811
EverSource Wealth Advisors
Alabama
$664K +$394K +5,762 +146%
TFO
812
Tarbox Family Office
California
$662K
GAM
813
Gemmer Asset Management
California
$661K +$45.6K +667 +7%
AWA
814
Alta Wealth Advisors
Massachusetts
$661K -$20.9K -305 -3%
OSAM
815
O'Shaughnessy Asset Management
Connecticut
$658K +$41.7K +609 +7%
MW
816
Marcum Wealth
Ohio
$657K -$47.1K -689 -7%
CAMG
817
CWA Asset Management Group
Florida
$655K +$96.6K +1,412 +17%
CWA
818
Consilio Wealth Advisors
Washington
$655K -$6.31K -93 -1%
BWL
819
Bogart Wealth LLC
Virginia
$655K +$73.8K +1,078 +13%
PB
820
Pinnacle Bancorp
Nebraska
$650K
OC
821
Oakworth Capital
Alabama
$647K -$42.7K -624 -6%
SFMG
822
Sage Financial Management Group
Virginia
$646K +$646K +9,438 New
AFA
823
American Financial Advisors
Georgia
$645K -$5.34K -78 -0.8%
CB
824
CNB Bank
Pennsylvania
$643K
NCM
825
Neumann Capital Management
California
$643K