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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 %
FNC
926
First National Corp
Massachusetts
$452K
ACA
927
Affinity Capital Advisors
California
$450K -$17K -248 -4%
CCA
928
Column Capital Advisors
Indiana
$449K
WA1
929
Wimmer Associates 1
California
$446K +$76.3K +1,115 +21%
TW
930
TrinityPoint Wealth
Connecticut
$445K
ST
931
Sabal Trust
Florida
$443K
EP
932
Edgestream Partners
New Jersey
$443K +$153K +2,230 +53%
EWA
933
ERTS Wealth Advisors
Michigan
$442K +$57.8K +845 +15%
AWA
934
Arete Wealth Advisors
Illinois
$442K -$426K -6,224 -49%
DI
935
Disciplined Investments
Oklahoma
$440K -$120K -1,756 -21%
GKWIM
936
Gerber Kawasaki Wealth & Investment Management
California
$439K -$479 -7 -0.1%
WJWM
937
Williams Jones Wealth Management
New York
$439K
PL
938
Plancorp LLC
Missouri
$438K +$54.3K +794 +14%
MI
939
Moneywise Inc
Virginia
$438K +$49.1K +718 +13%
BBPWM
940
Blue Bell Private Wealth Management
Pennsylvania
$436K -$137 -2 -0%
PO
941
Private Ocean
California
$435K
MOS
942
MGO One Seven
Ohio
$434K +$180K +2,636 +71%
MWAM
943
Manhattan West Asset Management
California
$432K -$20K -295 -4%
RF
944
RHS Financial
California
$431K +$431K +6,303 New
GIA
945
Guyasuta Investment Advisors
Pennsylvania
$430K
MWA
946
Monograph Wealth Advisors
California
$429K
BMWM
947
Brown Miller Wealth Management
Virginia
$429K -$2.53K -37 -0.6%
NDSI
948
Newman Dignan & Sheerar Inc
Rhode Island
$429K -$35.2K -514 -8%
SFG
949
SNS Financial Group
Minnesota
$427K +$14.8K +215 +4%
RBFC
950
Roman Butler Fullerton & Co
Missouri
$426K -$189K -2,707 -31%