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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 %
WF
901
Welch & Forbes
Massachusetts
$486K -$143K -2,095 -23%
CTA
902
Chesley Taft & Associates
Illinois
$486K
GWM
903
GDS Wealth Management
Texas
$485K -$11.2K -164 -2%
JGIA
904
Jackson Grant Investment Advisers
Connecticut
$485K +$1.51K +22 +0.3%
IPW
905
Intergy Private Wealth
Colorado
$482K
SMA
906
Seven Mile Advisory
New Jersey
$482K +$482K +7,045 New
NP
907
NorthRock Partners
Minnesota
$482K +$1.51K +22 +0.3%
ACM
908
Absolute Capital Management
Pennsylvania
$481K +$286K +4,173 +147%
CFA
909
CWS Financial Advisors
Michigan
$480K
MWM
910
Mascoma Wealth Management
New Hampshire
$479K -$68 -1 -0%
HCM
911
Harvey Capital Management
Florida
$479K
CL
912
CIM LLC
New York
$476K +$75.9K +1,110 +19%
PNC
913
Park National Corp
Ohio
$476K
AC
914
Annandale Capital
Texas
$476K
STCOSD
915
Sageworth Trust Company of South Dakota
South Dakota
$466K
TI
916
tru Independence
Oregon
$465K
TF
917
Theory Financial
Colorado
$464K -$496K -7,256 -52%
CGA
918
Crescent Grove Advisors
Illinois
$463K -$83.8K -1,221 -15%
CIA
919
Capital Investment Advisors
Georgia
$461K +$461K +6,738 New
WFAG
920
Worth Financial Advisory Group
North Carolina
$460K -$138K -2,012 -23%
CRI
921
Commonwealth Retirement Investments
Virginia
$459K +$459K +6,706 New
MC
922
Middleton & Co
Massachusetts
$458K -$2.4K -35 -0.5%
JAG
923
Journey Advisory Group
Kentucky
$458K -$9.44K -138 -2%
OPW
924
Oxler Private Wealth
New York
$457K -$137 -2 -0%
SWA
925
Strata Wealth Advisors
Texas
$455K +$455K +6,655 New