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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 %
GKWIM
976
Gerber Kawasaki Wealth & Investment Management
California
$266K +$59 +1 +0%
SSW
977
Stone Summit Wealth
Florida
$265K -$14.6K -250 -5%
AAP
978
Arax Advisory Partners
Colorado
$263K -$33.5K -573 -11%
SWA
979
SFMG Wealth Advisors
Texas
$263K
USCWA
980
U.S. Capital Wealth Advisors
Texas
$262K
GI
981
Glovista Investments
New Jersey
$260K +$260K +4,451 New
AC
982
Apella Capital
Connecticut
$260K
T
983
TrueFG
Texas
$260K
GSIAS
984
Garden State Investment Advisory Services
New Jersey
$259K +$259K +4,432 New
UWPG
985
Ullmann Wealth Partners Group
Florida
$256K
PCMC
986
Private Capital Management (Colorado)
Colorado
$256K -$57.3K -980 -18%
WH
987
Willner & Heller
California
$255K +$4.62K +79 +2%
EW
988
Evoke Wealth
California
$254K
IGWM
989
ICA Group Wealth Management
Colorado
$252K -$95.9K -1,639 -28%
LWM
990
Laidlaw Wealth Management
New York
$251K +$585 +10 +0.2%
MSFS
991
Main Street Financial Solutions
Pennsylvania
$251K
ERIC
992
Eagle Rock Investment Company
Georgia
$251K
RWG
993
Ratio Wealth Group
Colorado
$250K
LGWM
994
Litman Gregory Wealth Management
California
$250K -$33.8K -577 -12%
FPCG
995
Forum Private Client Group
Indiana
$249K
NHC
996
Nicholas Hoffman & Company
Georgia
$248K +$936 +16 +0.4%
TRCT
997
Tower Research Capital (TRC)
New York
$248K -$2.84M -48,555 -92%
SWM
998
Segment Wealth Management
Texas
$248K
FPCP
999
Fort Point Capital Partners
California
$247K
VBFG
1000
Vishria Bird Financial Group
Tennessee
$247K