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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 %
PL
876
Plancorp LLC
Missouri
$359K
SB
877
Sunflower Bank
Texas
$358K
IPW
878
Intergy Private Wealth
Colorado
$355K
DFC
879
DB Fitzpatrick & Co
Idaho
$354K +$30.2K +472 +9%
BOPW
880
Brandywine Oak Private Wealth
Pennsylvania
$353K
TF
881
Tompkins Financial
New York
$352K
EA
882
Echo45 Advisors
California
$351K -$17.8K -278 -5%
GA
883
Goldstein Advisors
Wisconsin
$351K -$17.7K -277 -5%
WA1
884
Wimmer Associates 1
California
$351K
PL
885
Parthenon LLC
Kentucky
$350K
CAM
886
Concorde Asset Management
Michigan
$350K -$8.05K -126 -2%
BPC
887
Banque Pictet & Cie
Switzerland
$350K +$350K +5,478 New
PFA
888
Pure Financial Advisors
California
$349K
FPIS
889
Financial Planning & Information Services
Wisconsin
$348K -$7.8K -122 -2%
SAM
890
Summit Asset Management
Tennessee
$347K
AC
891
Abbrea Capital
California
$347K -$16K -250 -4%
FI
892
Financial Insights
Washington
$345K +$64 +1 +0%
FCP
893
Fidelis Capital Partners
Florida
$344K
SB
894
Simmons Bank
Arkansas
$343K -$123K -1,929 -26%
PAM
895
Palisade Asset Management
Minnesota
$342K
PWP
896
Principle Wealth Partners
Connecticut
$340K
DIA
897
Dana Investment Advisors
Wisconsin
$339K
AI
898
Accredited Investors
Minnesota
$339K
SFG
899
Sage Financial Group
Pennsylvania
$339K
DT
900
Diversified Trust
Tennessee
$339K -$119K -1,868 -26%