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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 %
FPCP
1026
Fort Point Capital Partners
California
$298K
SFC
1027
SYM Financial Corp
Indiana
$297K -$36.9K -523 -11%
LGWM
1028
Litman Gregory Wealth Management
California
$296K +$296K +4,195 New
SPIA
1029
Strategic Point Investment Advisors
Rhode Island
$291K -$1.06K -15 -0.4%
AFAS
1030
Acorn Financial Advisory Services
Virginia
$291K +$70 +1 +0%
USCWA
1031
U.S. Capital Wealth Advisors
Texas
$289K -$26.1K -370 -8%
SW
1032
SlateStone Wealth
Florida
$288K +$288K +4,084 New
MIA
1033
MainStreet Investment Advisors
Illinois
$286K
ZF
1034
Zhang Financial
Michigan
$286K
CCM
1035
Canal Capital Management
Virginia
$285K -$56.5K -801 -17%
HAS
1036
Holland Advisory Services
Florida
$284K +$634 +9 +0.2%
RWM
1037
Ritholtz Wealth Management
New York
$282K
MP
1038
McDonald Partners
Ohio
$282K
WHG
1039
Westwood Holdings Group
Texas
$282K
GPA
1040
Garrison Point Advisors
California
$282K
HNWAG
1041
High Net Worth Advisory Group
Florida
$282K
FDS
1042
Freedom Day Solutions
Texas
$281K +$7.4K +105 +3%
SWM
1043
Shelton Wealth Management
Texas
$280K +$141 +2 +0.1%
VBFG
1044
Vishria Bird Financial Group
Tennessee
$279K
EWA
1045
EverSource Wealth Advisors
Alabama
$278K +$3.03K +43 +1%
PA
1046
Pinnacle Associates
New York
$276K +$10.6K +150 +4%
TF
1047
Tompkins Financial
New York
$275K -$114K -1,616 -29%
PCH
1048
PGIM Custom Harvest
New Jersey
$273K
APW
1049
Atlantic Private Wealth
North Carolina
$272K +$634 +9 +0.2%
CWA
1050
Cornerstone Wealth Advisors
Minnesota
$271K