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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 %
IWS
851
Insight Wealth Strategies
California
$394K -$12.3K -192 -3%
PIFP
852
Partners in Financial Planning
Virginia
$394K -$12.2K -191 -3%
FC
853
Fusion Capital
South Carolina
$391K +$767 +12 +0.2%
PFM
854
Phillips Financial Management
Indiana
$383K -$84.1K -1,317 -18%
LJAC
855
L.J. Altfest & Co
New York
$383K
EWA
856
ERTS Wealth Advisors
Michigan
$382K -$64.8K -1,014 -15%
EIA
857
Eldridge Investment Advisors
New Hampshire
$381K
CWP
858
Corepath Wealth Partners
Arizona
$380K
WTB
859
Washington Trust Bank
Washington
$380K -$48K -752 -11%
DSC
860
Duncker Streett & Co
Missouri
$378K +$575 +9 +0.2%
HWA
861
HCR Wealth Advisors
California
$377K
CBFP
862
Cedar Brook Financial Partners
Ohio
$376K -$163K -2,545 -30%
AWS
863
AJ Wealth Strategies
New York
$375K
RT
864
Rockland Trust
Massachusetts
$375K +$375K +5,864 New
SIC
865
Samalin Investment Counsel
New York
$374K -$21.9K -342 -6%
RFN
866
Redwood Financial Network
Ohio
$371K -$4.66K -73 -1%
ONST
867
Old North State Trust
North Carolina
$370K
NAS
868
Nicolet Advisory Services
Wisconsin
$367K +$149K +2,327 +69%
FAM
869
Formidable Asset Management
Ohio
$366K
MCM
870
Mengis Capital Management
Oregon
$365K -$12.8K -200 -3%
MOS
871
MGO One Seven
Ohio
$365K +$141K +2,204 +63%
OPWM
872
Oakwell Private Wealth Management
Texas
$364K
BC
873
Brio Consultants
California
$362K +$256 +4 +0.1%
MI
874
Moneywise Inc
Virginia
$362K +$958 +15 +0.3%
CA
875
Crewe Advisors
Utah
$360K