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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 %
MMM
1026
Mendel Money Management
Illinois
$353K
ADL
1027
Asset Dedication LLC
California
$352K
ASFA
1028
All Season Financial Advisors
Colorado
$351K +$4.79K +70 +1%
GCA
1029
Gradient Capital Advisors
California
$350K
GG
1030
Gleason Group
Kentucky
$350K -$6.36K -93 -2%
BAM
1031
BOS Asset Management
Illinois
$349K +$104K +1,525 +43%
VWA
1032
Visionary Wealth Advisors
Illinois
$348K -$137 -2 -0%
HA
1033
HFG Advisors
Ohio
$346K
CCA
1034
Conservest Capital Advisors
Pennsylvania
$346K
MCP
1035
Mirador Capital Partners
California
$343K -$53K -774 -13%
RMA
1036
Roffman Miller Associates
Pennsylvania
$342K +$342K +5,000 New
CCM
1037
Canal Capital Management
Virginia
$340K +$63.5K +928 +23%
EW
1038
Enzi Wealth
Texas
$340K
AI
1039
Accredited Investors
Minnesota
$340K
SAG
1040
SageView Advisory Group
California
$340K -$234K -3,415 -41%
OCFG
1041
O'Connor Financial Group
Illinois
$340K +$274 +4 +0.1%
CFO
1042
Custos Family Office
Texas
$339K -$34.8K -508 -9%
CFG
1043
Cooper Financial Group
California
$338K +$133K +1,949 +65%
CGPCS
1044
Capital Group Private Client Services
California
$338K -$242K -3,539 -42%
LB
1045
Legacy Bridge
Iowa
$336K
PNAA
1046
Pictet North America Advisors
Switzerland
$333K
AWA
1047
Amplius Wealth Advisors
Pennsylvania
$333K
PPP
1048
Private Portfolio Partners
New Jersey
$333K -$8.55K -125 -3%
SC
1049
Shearwater Capital
Colorado
$331K
FSWA
1050
Financial Synergies Wealth Advisors
Texas
$330K