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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 %
HWA
876
HHM Wealth Advisors
Tennessee
$531K -$9.85K -144 -2%
AIP
877
Almanack Investment Partners
Pennsylvania
$528K +$81.3K +1,189 +18%
TI
878
Trexquant Investment
Connecticut
$527K +$527K +7,697 New
SSB
879
Sandy Spring Bank
Maryland
$526K -$2.26K -33 -0.4%
HCM
880
HMS Capital Management
Tennessee
$521K -$38.3K -560 -7%
WWM
881
Windsor Wealth Management
Indiana
$520K
AL
882
Aspiriant LLC
California
$518K +$64.8K +947 +14%
NAS
883
Nicolet Advisory Services
Wisconsin
$518K +$10.4K +152 +2%
LWANC
884
Laurel Wealth Advisors (North Carolina)
North Carolina
$517K -$1.37K -20 -0.3%
CMP
885
Courage Miller Partners
Virginia
$517K -$12.9K -188 -2%
DT
886
Diversified Trust
Tennessee
$517K -$28.9K -423 -5%
SIC
887
Salem Investment Counselors
North Carolina
$516K
BFA
888
Beaumont Financial Advisors
Massachusetts
$515K
TC
889
TAP Consulting
Missouri
$510K +$20K +292 +4%
LWCFA
890
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$504K +$295K +4,280 +141%
PBF
891
Petix & Botte Financial
California
$504K
NCM
892
NCM Capital Management
New Jersey
$503K -$30.4K -445 -6%
WEG
893
World Equity Group
Illinois
$501K +$501K +7,324 New
AFG
894
Albion Financial Group
Utah
$499K -$915K -13,369 -65%
MM
895
Meridian Management
Arkansas
$498K
FWM
896
FFT Wealth Management
Pennsylvania
$495K
VHAM
897
Van Hulzen Asset Management
California
$492K -$2.19K -32 -0.4%
MWP
898
Madison Wealth Partners
Wisconsin
$492K +$958 +14 +0.2%
IRAG
899
Investment Research & Advisory Group
Georgia
$488K
NB
900
NBT Bank
New York
$487K