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iShares S&P 500 Growth ETF

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
851
Mengis Capital Management
Oregon
$344K +$2.89K +50 +0.8%
IGWM
852
ICA Group Wealth Management
Colorado
$344K +$69.3K +1,197 +25%
ONST
853
Old North State Trust
North Carolina
$344K +$344K +5,945 +118,900%
BC
854
Brio Consultants
California
$343K +$182 +3 +0.1%
HWA
855
HCR Wealth Advisors
California
$342K
FFA
856
First Foundation Advisors
California
$342K +$81.3K +1,404 +31%
FNBOSM
857
First National Bank of South Miami
Florida
$341K -$23.2K -401 -6%
RCG
858
Regatta Capital Group
California
$341K +$42.2K +699 +14%
AWM
859
Accurate Wealth Management
Florida
$340K -$131K -1,260 -28%
SB
860
Sunflower Bank
Texas
$340K
BWM
861
BlackDiamond Wealth Management
New York
$340K
BWM
862
BerganKDV Wealth Management
Minnesota
$339K
OPWM
863
Oakwell Private Wealth Management
Texas
$330K
H
864
HoyleCohen
California
$330K +$110K +1,910 +50%
AC
865
Abbrea Capital
California
$329K -$5.79K -100 -2%
PL
866
Plancorp LLC
Missouri
$328K +$49K +848 +18%
WA1
867
Wimmer Associates 1
California
$326K
MI
868
Moneywise Inc
Virginia
$326K +$752 +13 +0.2%
CA
869
Crewe Advisors
Utah
$326K +$73.4K +1,268 +29%
Betterment LLC
870
Betterment LLC
New York
$325K
CAM
871
Concorde Asset Management
Michigan
$323K +$6.3K +109 +2%
SNB
872
Security National Bank
Nebraska
$322K +$86.6K +1,498 +37%
FPIS
873
Financial Planning & Information Services
Wisconsin
$321K -$2.89K -50 -0.9%
TF
874
Tompkins Financial
New York
$319K
BOPW
875
Brandywine Oak Private Wealth
Pennsylvania
$319K