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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 %
SKK
851
Shepherd Kaplan Krochuk
Massachusetts
$594K -$88.2K -1,289 -13%
SPP
852
Single Point Partners
Massachusetts
$592K +$592K +8,625 New
HFS
853
Heritage Financial Services
Massachusetts
$590K
RW
854
Regimen Wealth
Georgia
$590K +$590K +8,616 New
PCS
855
Personal CFO Solutions
New Jersey
$587K +$47.6K +695 +9%
CAG
856
Curtis Advisory Group
California
$582K -$4.79K -70 -0.8%
Lazard Asset Management
857
Lazard Asset Management
New York
$580K
FPGK
858
Financial Partners Group (Kansas)
Kansas
$577K +$42K +604 +8%
Betterment LLC
859
Betterment LLC
New York
$575K +$84.8K +1,240 +17%
APW
860
Aurora Private Wealth
New Jersey
$574K +$24.8K +362 +5%
ACIM
861
Azimuth Capital Investment Management
Michigan
$573K +$5.13K +75 +0.9%
FT
862
Fiduciary Trust
Massachusetts
$572K
FIM
863
Fernwood Investment Management
Massachusetts
$570K -$23.3K -340 -4%
EP
864
Eudaimonia Partners
Tennessee
$565K -$301K -4,399 -35%
ST
865
Sageworth Trust
Pennsylvania
$557K
IAN
866
Integrated Advisors Network
Texas
$551K -$83K -1,213 -13%
DBT
867
Dubuque Bank & Trust
Iowa
$551K
JFGIW
868
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$86K +1,253 +19%
GI
869
GAMCO Investors
Connecticut
$547K
TWM
870
Thrive Wealth Management
Pennsylvania
$547K -$205 -3 -0%
CWM
871
Castle Wealth Management
Florida
$541K -$34.7K -505 -6%
SFWA
872
Summit Financial Wealth Advisors
Louisiana
$540K
CGFA
873
Colton Groome Financial Advisors
North Carolina
$539K -$7.87K -115 -1%
BWP
874
Balboa Wealth Partners
Arizona
$535K -$81.8K -1,195 -13%
WWP
875
WR Wealth Planners
Missouri
$534K +$512K +7,489 +2,377%