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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 %
SWIG
901
Strategic Wealth Investment Group
Kentucky
$338K
SWA
902
Sax Wealth Advisors
New Jersey
$337K +$831 +13 +0.2%
SFG
903
SNS Financial Group
Minnesota
$336K -$31.9K -500 -9%
GP
904
Girard Partners
Pennsylvania
$335K -$4.73K -74 -1%
KCM
905
KRS Capital Management
Michigan
$334K
NOI
906
Newton One Investments
Delaware
$333K +$38.7K +606 +13%
WIC
907
Woodmont Investment Counsel
Tennessee
$333K +$17.3K +270 +5%
GG
908
Gleason Group
Kentucky
$332K +$1.02K +16 +0.3%
WWM
909
WT Wealth Management
Arizona
$331K
WBG
910
Wharton Business Group
Pennsylvania
$330K
MMM
911
Mendel Money Management
Illinois
$330K
ADL
912
Asset Dedication LLC
California
$328K -$191 -3 -0.1%
GCA
913
Gradient Capital Advisors
California
$327K
W
914
Wealthquest
Ohio
$327K
VNB
915
Virginia National Bank
Virginia
$327K
PFO
916
Pathstone Family Office
New Jersey
$327K -$327K -5,112 -50%
KWM
917
Kingsview Wealth Management
Oregon
$324K -$21.3K -333 -6%
VWA
918
Visionary Wealth Advisors
Illinois
$324K +$7.54K +118 +2%
HA
919
HFG Advisors
Ohio
$323K
CCA
920
Conservest Capital Advisors
Pennsylvania
$323K +$323K +5,055 New
BWM
921
BerganKDV Wealth Management
Minnesota
$322K -$138K -2,167 -30%
AA
922
Ancora Advisors
Ohio
$321K +$134K +2,102 +72%
VC
923
Vicus Capital
Pennsylvania
$320K -$31.6K -494 -9%
TCM
924
True Capital Management
California
$320K +$767 +12 +0.2%
Manulife (Manufacturers Life Insurance)
925
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K +$319K +5,000 New