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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 %
RCM
1051
Raleigh Capital Management
North Carolina
$329K +$329K +4,815 New
VWA
1052
V Wealth Advisors
Kansas
$329K -$136K -1,988 -29%
FFS
1053
Founders Financial Securities
Maryland
$328K -$120K -1,760 -27%
CCM
1054
Condor Capital Management
New Jersey
$327K
WMS
1055
Wealth Management Solutions
Pennsylvania
$326K -$1.16K -17 -0.4%
EC
1056
Estate Counselors
Wisconsin
$326K +$326K +4,760 New
FB
1057
Fulton Bank
Pennsylvania
$324K
AFP
1058
Ausdal Financial Partners
Iowa
$324K +$85.6K +1,251 +36%
WLPWM
1059
Walled Lake Planning & Wealth Management
Illinois
$324K -$4.24K -62 -1%
MCM
1060
Morton Capital Management
California
$322K
MIS
1061
Morningstar Investment Services
Illinois
$322K +$322K +4,689 New
TC
1062
Trilogy Capital
California
$321K
CWA
1063
Clearview Wealth Advisors
Oregon
$320K +$208K +3,047 +188%
GAG
1064
GM Advisory Group
New York
$319K
SSW
1065
Stone Summit Wealth
Florida
$319K +$16.1K +235 +5%
BW
1066
BIP Wealth
Georgia
$318K +$318K +4,644 New
WAM
1067
WNY Asset Management
New York
$315K
UFA
1068
US Financial Advisors
Massachusetts
$315K
WG
1069
Welch Group
Alabama
$314K -$161K -2,347 -34%
SC
1070
Schoolcraft Capital
Colorado
$314K -$3.35K -49 -1%
LWM
1071
LJI Wealth Management
Indiana
$313K
NMG
1072
New Millennium Group
Utah
$311K -$2.87K -42 -0.9%
VC
1073
Vicus Capital
Pennsylvania
$310K -$13.8K -202 -4%
CA
1074
CGN Advisors
Kansas
$309K +$309K +4,518 New
SWA
1075
SFMG Wealth Advisors
Texas
$307K