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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 %
CPSAC
976
Chas P. Smith & Associates (CPS)
Florida
$335K +$9.58K +136 +3%
FB
977
Fulton Bank
Pennsylvania
$334K
VC
978
Vicus Capital
Pennsylvania
$334K -$19.4K -275 -5%
BFA
979
BMS Financial Advisors
South Dakota
$333K +$95.3K +1,352 +40%
WCM
980
Wealthcare Capital Management
Virginia
$333K
ACA
981
Aptus Capital Advisors
Alabama
$333K +$282 +4 +0.1%
MCM
982
Morton Capital Management
California
$332K +$332K +4,710 New
GAG
983
GM Advisory Group
New York
$329K
SC
984
Schoolcraft Capital
Colorado
$327K
WAM
985
WNY Asset Management
New York
$324K -$10.4K -148 -3%
UFA
986
US Financial Advisors
Massachusetts
$324K -$25.7K -364 -7%
NMG
987
New Millennium Group
Utah
$324K -$4.44K -63 -1%
FIA
988
Foundations Investment Advisors
Arizona
$323K +$28.3K +402 +10%
BWM
989
Brown Wealth Management
Illinois
$323K +$323K +4,577 New
LWM
990
LJI Wealth Management
Indiana
$322K +$282 +4 +0.1%
FNBOSM
991
First National Bank of South Miami
Florida
$319K -$20.8K -295 -6%
GEA
992
Glen Eagle Advisors
New Jersey
$318K -$6.06K -86 -2%
AAP
993
Arax Advisory Partners
Colorado
$318K +$211 +3 +0.1%
SWA
994
SFMG Wealth Advisors
Texas
$317K
TL
995
Tradewinds LLC
North Carolina
$316K -$564 -8 -0.2%
VNB
996
Virginia National Bank
Virginia
$313K -$47.4K -672 -13%
RA
997
Ruggaard & Associates
Ohio
$313K
T
998
TrueFG
Texas
$313K
BMCM
999
Burns Matteson Capital Management
New York
$312K +$312K +4,430 New
SSW
1000
Stone Summit Wealth
Florida
$312K -$7.05K -100 -2%