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iShares S&P 500 Growth ETF

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.05%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
951
HFG Advisors
Ohio
$357K
ASFA
952
All Season Financial Advisors
Colorado
$357K +$115K +1,632 +48%
CCA
953
Conservest Capital Advisors
Pennsylvania
$356K
BWM
954
BerganKDV Wealth Management
Minnesota
$356K
AA
955
Ancora Advisors
Ohio
$355K +$141 +2 +0%
FANJ
956
Financial Architects (New Jersey)
New Jersey
$354K +$14.1K +200 +4%
KWM
957
Keebeck Wealth Management
Illinois
$353K +$353K +5,006 New
PPP
958
Private Portfolio Partners
New Jersey
$351K +$5.29K +75 +2%
AI
959
Accredited Investors
Minnesota
$350K -$24.2K -344 -6%
OCFG
960
O'Connor Financial Group
Illinois
$350K +$34.9K +495 +11%
EW
961
Enzi Wealth
Texas
$347K -$115K -1,616 -25%
LB
962
Legacy Bridge
Iowa
$346K +$8.81K +125 +3%
WCM
963
WealthBridge Capital Management
Ohio
$346K
PNAA
964
Pictet North America Advisors
Switzerland
$343K +$57.4K +814 +20%
AWA
965
Amplius Wealth Advisors
Pennsylvania
$343K +$775 +11 +0.2%
ML
966
McAdam LLC
Pennsylvania
$343K +$3.81K +54 +1%
SC
967
Shearwater Capital
Colorado
$341K -$6.2K -88 -2%
FSWA
968
Financial Synergies Wealth Advisors
Texas
$340K +$705 +10 +0.2%
HGWM
969
Horst & Graben Wealth Management
Oregon
$339K +$282 +4 +0.1%
RMDI
970
R.M. Davis Inc
Maine
$338K +$6.48K +92 +2%
WLPWM
971
Walled Lake Planning & Wealth Management
Illinois
$338K +$23K +326 +7%
WMS
972
Wealth Management Solutions
Pennsylvania
$337K -$9.59K -136 -3%
B
973
Bridgeworth
Alabama
$337K +$337K +4,781 New
CCM
974
Condor Capital Management
New Jersey
$337K -$10.9K -154 -3%
TC
975
Trilogy Capital
California
$335K +$335K +4,686 New