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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 %
MSFS
976
Main Street Financial Solutions
Pennsylvania
$275K
MFG
977
MidWestOne Financial Group
Iowa
$274K +$17.4K +272 +7%
CFP
978
Catalyst Financial Partners
Massachusetts
$274K +$274K +4,283 New
KIA
979
KCM Investment Advisors
California
$272K +$8.31K +130 +3%
NRC
980
New Republic Capital
North Carolina
$272K +$101K +1,578 +59%
FPCG
981
Forum Private Client Group
Indiana
$272K
NHC
982
Nicholas Hoffman & Company
Georgia
$271K +$575 +9 +0.2%
IGWM
983
ICA Group Wealth Management
Colorado
$271K -$3.32K -52 -1%
BCP
984
Blue Chip Partners
Michigan
$271K -$21.6K -338 -7%
SWM
985
Segment Wealth Management
Texas
$270K
FPCP
986
Fort Point Capital Partners
California
$270K
ERIC
987
Eagle Rock Investment Company
Georgia
$268K
FIA
988
Foundations Investment Advisors
Arizona
$267K +$40.8K +639 +18%
WA
989
Wealth Alliance
New York
$267K +$11.9K +186 +5%
SPIA
990
Strategic Point Investment Advisors
Rhode Island
$266K -$406K -6,330 -60%
TCMP
991
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K +$265K +4,213 New
RW
992
RVW Wealth
California
$265K
GI
993
Gradient Investments
Minnesota
$265K +$128K +2,000 +93%
AFAS
994
Acorn Financial Advisory Services
Virginia
$263K
TSS
995
Two Sigma Securities
New York
$263K +$263K +4,120 New
RIA
996
Realta Investment Advisors
Delaware
$262K -$73.3K -1,148 -22%
MIA
997
MainStreet Investment Advisors
Illinois
$259K +$259K +4,060 New
ZF
998
Zhang Financial
Michigan
$259K -$10.5K -164 -4%
PNAA
999
Pictet North America Advisors
Switzerland
$259K +$259K +4,058 New
MFG
1000
Menard Financial Group
Texas
$259K +$259K +4,054 New