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iShares S&P 500 Growth ETF

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
1051
River Wealth Advisors
Pennsylvania
$226K +$226K +3,530 New
DWP
1052
Daymark Wealth Partners
Ohio
$225K +$225K +3,527 New
HCMT
1053
Highland Capital Management (Tennessee)
Tennessee
$225K
TA
1054
TruWealth Advisors
Louisiana
$223K -$11.4K -179 -5%
SAM
1055
Stone Asset Management
Texas
$223K
SI
1056
Saxon Interests
Texas
$223K -$256 -4 -0.1%
RMAM
1057
Raab & Moskowitz Asset Management
New Jersey
$222K +$2.04K +32 +0.9%
WLIM
1058
White Lighthouse Investment Management
Massachusetts
$220K
SF
1059
Summit Financial
New Jersey
$220K -$6.77K -106 -3%
TCWM
1060
Total Clarity Wealth Management
Illinois
$219K -$6.07K -95 -3%
ASFA
1061
All Season Financial Advisors
Colorado
$219K +$219K +3,426 New
FWI
1062
Facet Wealth Inc
Maryland
$219K -$1.41K -22 -0.6%
RRWA
1063
Rainey & Randall Wealth Advisors
Florida
$217K -$213K -3,337 -50%
GC
1064
Grimes & Company
Massachusetts
$217K +$217K +3,398 New
EIG
1065
Ellenbecker Investment Group
Wisconsin
$217K -$14.7K -231 -6%
EB
1066
Eastern Bank
Massachusetts
$217K -$118K -1,854 -35%
BFA
1067
BMS Financial Advisors
South Dakota
$216K +$47.1K +737 +28%
MCIA
1068
Mountain Capital Investment Advisors
Colorado
$216K +$216K +3,335 New
IWP
1069
Icon Wealth Partners
Texas
$216K +$216K +3,375 New
ATWA
1070
Arbor Trust Wealth Advisors
Michigan
$216K -$16K -250 -7%
VCM
1071
Vision Capital Management
Oregon
$215K +$215K +3,371 New
LS
1072
Leelyn Smith
Illinois
$215K
AFP
1073
Ausdal Financial Partners
Iowa
$215K -$15.7K -245 -7%
PWPS
1074
Pinnacle Wealth Planning Services
Ohio
$214K -$431K -6,752 -67%
OC
1075
Oarsman Capital
Wisconsin
$214K -$6.07K -95 -3%