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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 %
IGWM
1001
ICA Group Wealth Management
Colorado
$369K +$73.6K +1,075 +25%
SB
1002
Simmons Bank
Arkansas
$369K +$6.84K +100 +2%
WBG
1003
Wharton Business Group
Pennsylvania
$368K +$14K +205 +4%
PAM
1004
Palisade Asset Management
Minnesota
$366K
BTI
1005
Blue Trust Inc
Georgia
$366K +$81.1K +1,150 +28%
IWS
1006
Insight Wealth Strategies
California
$365K +$958 +14 +0.3%
SFG
1007
Sovereign Financial Group
Connecticut
$365K +$365K +5,331 New
PWP
1008
Principle Wealth Partners
Connecticut
$364K
DIA
1009
Dana Investment Advisors
Wisconsin
$364K
FCP
1010
Fidelis Capital Partners
Florida
$363K
FPIS
1011
Financial Planning & Information Services
Wisconsin
$362K -$10.6K -155 -3%
Bank of Nova Scotia
1012
Bank of Nova Scotia
Ontario, Canada
$361K +$361K +5,280 New
SMA
1013
Sage Mountain Advisors
Georgia
$361K +$98.6K +1,441 +38%
EB
1014
Eastern Bank
Massachusetts
$359K +$127K +1,854 +55%
GP
1015
Girard Partners
Pennsylvania
$358K
NOI
1016
Newton One Investments
Delaware
$358K
KCM
1017
KRS Capital Management
Michigan
$357K
DFC
1018
DB Fitzpatrick & Co
Idaho
$357K -$59K -863 -14%
WWM
1019
WT Wealth Management
Arizona
$356K
WIC
1020
Woodmont Investment Counsel
Tennessee
$355K -$4.45K -65 -1%
PWPS
1021
Pinnacle Wealth Planning Services
Ohio
$355K +$1.98K +29 +0.6%
FI
1022
Financial Insights
Washington
$355K -$50.1K -750 -12%
WCP
1023
Wick Capital Partners
Pennsylvania
$355K +$128K +1,877 +57%
PFM
1024
Phillips Financial Management
Indiana
$354K -$56.4K -825 -14%
VCA
1025
Verdence Capital Advisors
Maryland
$354K +$354K +5,171 New