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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 %
HAS
1001
Holland Advisory Services
Florida
$257K +$767 +12 +0.3%
RWM
1002
Ritholtz Wealth Management
New York
$256K -$2.56K -40 -1%
MP
1003
McDonald Partners
Ohio
$256K
GPA
1004
Garrison Point Advisors
California
$256K -$3.83K -60 -1%
HNWAG
1005
High Net Worth Advisory Group
Florida
$256K
WHG
1006
Westwood Holdings Group
Texas
$255K
JCM
1007
Jag Capital Management
Missouri
$255K -$639 -10 -0.3%
SWM
1008
Shelton Wealth Management
Texas
$254K +$8.69K +136 +4%
VBFG
1009
Vishria Bird Financial Group
Tennessee
$253K -$16K -251 -6%
LSPW
1010
Lake Street Private Wealth
Illinois
$252K -$616K -9,638 -71%
EWA
1011
EverSource Wealth Advisors
Alabama
$249K +$14.1K +220 +6%
FDS
1012
Freedom Day Solutions
Texas
$248K -$2.56K -40 -1%
PCH
1013
PGIM Custom Harvest
New Jersey
$247K +$247K +3,867 New
CWA
1014
Cornerstone Wealth Advisors
Minnesota
$246K
APW
1015
Atlantic Private Wealth
North Carolina
$246K +$703 +11 +0.3%
PGA
1016
Portland Global Advisors
Maine
$245K
CFC
1017
Coyle Financial Counsel
Illinois
$245K
SMA
1018
Sage Mountain Advisors
Georgia
$245K
LWCFA
1019
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K -$127K -1,980 -34%
SC
1020
Sierra Capital
Florida
$243K
WTC
1021
WhitTier Trust Company
Nevada
$243K
SSW
1022
Smith Shellnut Wilson
Mississippi
$243K
SFC
1023
Strategic Financial Concepts
Texas
$242K +$242K +3,786 New
OHIS
1024
Oak Harvest Investment Services
Texas
$241K +$511 +8 +0.2%
PA
1025
Pinnacle Associates
New York
$240K