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iShares S&P 500 Growth ETF

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
976
KCM Investment Advisors
California
$240K -$10.7K -185 -4%
SWA
977
SOA Wealth Advisors
New York
$240K
JWM
978
JFG Wealth Management
Colorado
$239K
FDS
979
Freedom Day Solutions
Texas
$237K -$30.9K -535 -12%
JCM
980
Jag Capital Management
Missouri
$237K -$1.62K -28 -0.7%
MC
981
Moors & Cabot
Massachusetts
$236K +$29.5K +511 +14%
GPA
982
Garrison Point Advisors
California
$235K
HNWAG
983
High Net Worth Advisory Group
Florida
$235K +$3.42K +59 +1%
MP
984
McDonald Partners
Ohio
$232K -$19.7K -340 -8%
HAS
985
Holland Advisory Services
Florida
$231K -$12.1K -209 -5%
RMDI
986
R.M. Davis Inc
Maine
$231K
WHG
987
Westwood Holdings Group
Texas
$231K
GJIC
988
Gamble Jones Investment Counsel
California
$230K
MPWT
989
MassMutual Private Wealth & Trust
Connecticut
$230K +$143K +2,468 +165%
DSCM
990
Del-Sette Capital Management
New York
$229K +$229K +3,951 New
Millennium Management
991
Millennium Management
New York
$227K -$104K -1,806 -32%
CCA
992
Clearwater Capital Advisors
Illinois
$227K -$2.89K -50 -1%
PGA
993
Portland Global Advisors
Maine
$227K
CP
994
Covenant Partners
Tennessee
$226K -$777K -13,434 -77%
MWM
995
Madison Wealth Management
Ohio
$226K +$226K +3,908 New
CIC
996
Chilton Investment Company
Connecticut
$224K +$224K +3,869 New
CFAM
997
Center For Asset Management
Florida
$223K -$2.78K -48 -1%
CWA
998
Cornerstone Wealth Advisors
Minnesota
$223K
CFC
999
Coyle Financial Counsel
Illinois
$222K
AA
1000
Addison Advisors
Vermont
$222K