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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 %
SWM
1001
Shelton Wealth Management
Texas
$222K +$116 +2 +0.1%
MFT
1002
Moisand Fitzgerald Tamayo
Florida
$222K +$10.7K +186 +5%
SSW
1003
Smith Shellnut Wilson
Mississippi
$220K -$246K -4,084 Closed
WTC
1004
WhitTier Trust Company
Nevada
$220K
SC
1005
Sierra Capital
Florida
$220K
GAG
1006
Goodman Advisory Group
Massachusetts
$218K -$123K -2,133 -36%
VAS
1007
Vestmark Advisory Solutions
Massachusetts
$218K -$88.3K -1,526 -29%
KWS
1008
Keystone Wealth Services
California
$218K -$6.59K -114 -3%
3LCM
1009
3D/L Capital Management
Connecticut
$218K +$1.62K +28 +0.7%
MMG
1010
Monetary Management Group
Missouri
$217K
EIG
1011
Ellenbecker Investment Group
Wisconsin
$217K +$116 +2 +0.1%
OHIS
1012
Oak Harvest Investment Services
Texas
$217K +$405 +7 +0.2%
SMA
1013
Sage Mountain Advisors
Georgia
$216K
HA
1014
HFG Advisors
Ohio
$216K +$2.89K +50 +1%
FWI
1015
Facet Wealth Inc
Maryland
$215K -$14K -241 -6%
FAM
1016
Frontier Asset Management
Wyoming
$213K -$1.2M -20,805 -85%
SI
1017
Saxon Interests
Texas
$213K -$25.2K -414 -11%
PBF
1018
Petix & Botte Financial
California
$213K
SGK
1019
Steigerwald Gordon & Koch
Virginia
$213K
TA
1020
TruWealth Advisors
Louisiana
$212K
SC
1021
Steph & Co
Wisconsin
$212K
FIA
1022
Foundations Investment Advisors
Arizona
$212K +$212K +3,673 New
CAM
1023
Covenant Asset Management
New Jersey
$211K
C
1024
CEDRUS
Colorado
$210K
NL
1025
Navalign LLC
California
$210K -$40.6K -701 -16%