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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 %
UFA
926
US Financial Advisors
Massachusetts
$317K -$6.77K -106 -2%
CP
927
Covenant Partners
Tennessee
$316K
CCM
928
Condor Capital Management
New Jersey
$315K -$6.26K -98 -2%
SC
929
Shearwater Capital
Colorado
$315K
WMS
930
Wealth Management Solutions
Pennsylvania
$314K +$703 +11 +0.2%
PPP
931
Private Portfolio Partners
New Jersey
$314K -$6.26K -98 -2%
WCM
932
WealthBridge Capital Management
Ohio
$313K
ACM
933
Alpha Capital Management
Texas
$310K
AWA
934
Amplius Wealth Advisors
Pennsylvania
$310K +$895 +14 +0.3%
CCM
935
Canal Capital Management
Virginia
$310K -$3.98M -62,310 -93%
FNBOSM
936
First National Bank of South Miami
Florida
$308K -$21.9K -342 -7%
FANJ
937
Financial Architects (New Jersey)
New Jersey
$308K -$202K -3,155 -40%
FSWA
938
Financial Synergies Wealth Advisors
Texas
$307K +$639 +10 +0.2%
ML
939
McAdam LLC
Pennsylvania
$307K +$126K +1,977 +70%
HGWM
940
Horst & Graben Wealth Management
Oregon
$307K +$255 +4 +0.1%
LB
941
Legacy Bridge
Iowa
$306K
WAM
942
WNY Asset Management
New York
$303K -$9.71K -152 -3%
CWM
943
Chesapeake Wealth Management
Virginia
$303K
FB
944
Fulton Bank
Pennsylvania
$303K
SFC
945
SYM Financial Corp
Indiana
$303K -$55.1K -862 -15%
WCM
946
Wealthcare Capital Management
Virginia
$302K
ACA
947
Aptus Capital Advisors
Alabama
$301K +$301K +4,718 New
RMDI
948
R.M. Davis Inc
Maine
$301K
RA
949
RFG Advisory
Alabama
$300K -$94.4K -1,478 -24%
GAG
950
GM Advisory Group
New York
$298K