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iShares S&P 500 Growth ETF

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
926
Alpha Capital Management
Texas
$310K +$17.9K +306 +6%
Bank of Nova Scotia
927
Bank of Nova Scotia
Ontario, Canada
$309K
SWA
928
Sax Wealth Advisors
New Jersey
$308K +$8.78K +150 +3%
EB
929
Eastern Bank
Massachusetts
$307K
RIA
930
Realta Investment Advisors
Delaware
$307K -$6.26K -107 -2%
KCM
931
KRS Capital Management
Michigan
$305K
WWM
932
WT Wealth Management
Arizona
$303K -$5.38K -92 -2%
GG
933
Gleason Group
Kentucky
$303K +$702 +12 +0.2%
WBG
934
Wharton Business Group
Pennsylvania
$303K +$46.6K +795 +18%
APW
935
Aurora Private Wealth
New Jersey
$302K -$151K -2,584 -33%
FNBOSM
936
First National Bank of South Miami
Florida
$302K -$42.2K -723 -12%
MMM
937
Mendel Money Management
Illinois
$302K +$302K +5,160 New
ADL
938
Asset Dedication LLC
California
$301K +$116K +1,978 +62%
GCA
939
Gradient Capital Advisors
California
$300K
W
940
Wealthquest
Ohio
$300K
VNB
941
Virginia National Bank
Virginia
$299K
UFA
942
US Financial Advisors
Massachusetts
$297K -$215K -3,680 -42%
DFC
943
DB Fitzpatrick & Co
Idaho
$296K -$21.2K -363 -7%
HA
944
HFG Advisors
Ohio
$296K +$77.4K +1,323 +35%
CCM
945
Condor Capital Management
New Jersey
$294K +$23.2K +397 +9%
PPP
946
Private Portfolio Partners
New Jersey
$293K +$58 +1 +0%
TCM
947
True Capital Management
California
$292K +$292K +4,994 New
VWA
948
Visionary Wealth Advisors
Illinois
$290K -$25.1K -429 -8%
CP
949
Covenant Partners
Tennessee
$289K +$60.8K +1,040 +27%
WIC
950
Woodmont Investment Counsel
Tennessee
$289K