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iShares S&P 500 Growth ETF

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OPWM
976
Oakwell Private Wealth Management
Texas
$390K
PIFP
977
Partners in Financial Planning
Virginia
$390K -$13.9K -203 -3%
DSC
978
Duncker Streett & Co
Missouri
$389K -$16.2K -237 -4%
CS
979
Credit Suisse
Switzerland
$389K -$26.4K -386 -6%
BC
980
Brio Consultants
California
$388K
FAM
981
Formidable Asset Management
Ohio
$387K
GJIA
982
Glass Jacobson Investment Advisors
Maryland
$387K -$22.9K -335 -6%
PIAS
983
PCA Investment Advisory Services
Ohio
$386K -$13K -190 -3%
LNWTC
984
Laird Norton Wetherby Trust Company
Washington
$384K +$384K +5,589 New
SB
985
Sunflower Bank
Texas
$383K
GWS
986
Glassman Wealth Services
Virginia
$381K
LJAC
987
L.J. Altfest & Co
New York
$381K
W
988
Wealthquest
Ohio
$381K +$30.6K +447 +9%
SFG
989
Sage Financial Group
Pennsylvania
$381K +$17.1K +250 +5%
HBW
990
Hazlett, Burt & Watson
West Virginia
$378K +$128K +1,870 +51%
PCMC
991
Private Capital Management (Colorado)
Colorado
$378K +$142K +2,076 +60%
BOPW
992
Brandywine Oak Private Wealth
Pennsylvania
$378K
GA
993
Goldstein Advisors
Wisconsin
$376K
WCM
994
WealthBridge Capital Management
Ohio
$375K +$39.7K +580 +12%
PL
995
Parthenon LLC
Kentucky
$375K
PFA
996
Pure Financial Advisors
California
$373K
AC
997
Abbrea Capital
California
$373K
NEWAS
998
N.E.W. Advisory Services
Wisconsin
$373K
TSW
999
Three Seasons Wealth
Utah
$372K +$372K +5,422 New
SAM
1000
Summit Asset Management
Tennessee
$370K