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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 %
KOMWMG
1026
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K -$1.1K -19 -0.5%
HCM
1027
Howland Capital Management
Massachusetts
$210K
FSWA
1028
Financial Synergies Wealth Advisors
Texas
$210K
ATWA
1029
Arbor Trust Wealth Advisors
Michigan
$209K
OC
1030
Oarsman Capital
Wisconsin
$208K +$208K +3,593 New
FSC
1031
Full Sail Capital
Oklahoma
$208K +$208K +3,601 New
FFA
1032
Fragasso Financial Advisors
Pennsylvania
$208K +$208K +3,602 New
CFG
1033
Cooper Financial Group
California
$207K +$207K +3,577 New
MA
1034
Montag & Associates
Georgia
$204K -$317K -5,487 -61%
HCMT
1035
Highland Capital Management (Tennessee)
Tennessee
$204K
TRIA
1036
Trail Ridge Investment Advisors
Colorado
$202K -$177K -2,833 -47%
TCWM
1037
Total Clarity Wealth Management
Illinois
$202K -$2.2K -38 -1%
QCIG
1038
Quad-Cities Investment Group
Iowa
$200K -$16.5K -286 -8%
ZIG
1039
Zullo Investment Group
Pennsylvania
$193K -$637 -11 -0.3%
CTA
1040
Colonial Trust Advisors
South Carolina
$191K +$191K +3,296 New
CTB
1041
Country Trust Bank
Illinois
$188K +$47.5K +823 +34%
ADL
1042
Asset Dedication LLC
California
$183K +$183K +3,165 New
SWM
1043
Selective Wealth Management
Virginia
$182K
PAI
1044
Pittenger & Anderson Inc
Nebraska
$179K -$3.94K -68 -2%
SG Americas Securities
1045
SG Americas Securities
New York
$179K
HBW
1046
Hazlett, Burt & Watson
West Virginia
$179K +$4.46K +77 +3%
TIM
1047
Tortoise Investment Management
New York
$177K
HIA
1048
Harbor Investment Advisory
Maryland
$175K -$35K -605 -17%
QC
1049
Quent Capital
New York
$170K +$58 +1 +0%
KC
1050
Kenfarb & Co
Kentucky
$169K