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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 %
MC
826
Middleton & Co
Massachusetts
$430K -$7.99K -125 -2%
SAG
827
SageView Advisory Group
California
$429K -$201K -3,148 -32%
CFGS
828
Concourse Financial Group Securities
Alabama
$428K -$237K -3,717 -36%
SWA
829
Strata Wealth Advisors
Texas
$427K -$93.4K -1,462 -18%
OPW
830
Oxler Private Wealth
New York
$426K +$958 +15 +0.2%
Marshall Wace
831
Marshall Wace
United Kingdom
$426K +$426K +6,660 New
PIAS
832
PCA Investment Advisory Services
Ohio
$425K +$425K +6,646 New
VPP
833
Vertex Planning Partners
Illinois
$420K -$58.8K -920 -12%
CCA
834
Column Capital Advisors
Indiana
$420K
EW
835
Enzi Wealth
Texas
$419K -$80.4K -1,245 -16%
TW
836
TrinityPoint Wealth
Connecticut
$415K +$3.58K +56 +0.9%
FT
837
Fiduciary Trust
Massachusetts
$414K -$88.2K -1,380 -18%
ST
838
Sabal Trust
Florida
$414K
FFS
839
Founders Financial Securities
Maryland
$413K +$21.4K +335 +5%
3LCM
840
3D/L Capital Management
Connecticut
$410K -$348K -5,453 -46%
WJWM
841
Williams Jones Wealth Management
New York
$410K
WCG
842
Weaver Consulting Group
California
$410K
BBPWM
843
Blue Bell Private Wealth Management
Pennsylvania
$407K
MCP
844
Mirador Capital Partners
California
$407K +$407K +6,371 New
PO
845
Private Ocean
California
$407K
NWMG
846
National Wealth Management Group
Ohio
$406K -$41K -632 -9%
TCA
847
Transcend Capital Advisors
New Jersey
$406K -$3.58K -56 -0.9%
GIA
848
Guyasuta Investment Advisors
Pennsylvania
$402K +$9.39K +147 +2%
MWA
849
Monograph Wealth Advisors
California
$400K -$372K -5,825 -48%
MMPW
850
Mitchell McLeod Pugh & Williams
Alabama
$399K -$64.9K -1,016 -14%