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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 %
RIA
1001
Realta Investment Advisors
Delaware
$312K +$22.9K +325 +8%
CP
1002
Covenant Partners
Tennessee
$311K -$37.4K -530 -11%
ACM
1003
Alpha Capital Management
Texas
$310K
UWPG
1004
Ullmann Wealth Partners Group
Florida
$308K
NRC
1005
New Republic Capital
North Carolina
$308K +$7.68K +109 +3%
EW
1006
Evoke Wealth
California
$306K
GSIAS
1007
Garden State Investment Advisory Services
New Jersey
$305K -$7.05K -100 -2%
BAMG
1008
Brand Asset Management Group
Missouri
$305K
IGWM
1009
ICA Group Wealth Management
Colorado
$305K +$5.22K +74 +2%
LWM
1010
Laidlaw Wealth Management
New York
$303K +$282 +4 +0.1%
GI
1011
Gradient Investments
Minnesota
$303K +$11K +156 +4%
MSFS
1012
Main Street Financial Solutions
Pennsylvania
$303K
AFG
1013
AFS Financial Group
Maryland
$303K +$303K +4,295 New
AC
1014
Apella Capital
Connecticut
$303K +$303K +4,292 New
MFG
1015
MidWestOne Financial Group
Iowa
$302K
CFP
1016
Catalyst Financial Partners
Massachusetts
$302K
ACP
1017
Aveo Capital Partners
Colorado
$302K +$302K +4,281 New
RWG
1018
Ratio Wealth Group
Colorado
$301K +$301K +4,277 New
ERIC
1019
Eagle Rock Investment Company
Georgia
$301K
KIA
1020
KCM Investment Advisors
California
$301K
FPCG
1021
Forum Private Client Group
Indiana
$300K +$352 +5 +0.1%
NHC
1022
Nicholas Hoffman & Company
Georgia
$300K +$493 +7 +0.2%
BCP
1023
Blue Chip Partners
Michigan
$300K +$634 +9 +0.2%
EP
1024
Edgestream Partners
New Jersey
$299K +$299K +4,240 New
SWM
1025
Segment Wealth Management
Texas
$298K