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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 %
OSAM
1076
O'Shaughnessy Asset Management
Connecticut
$100K +$59K +1,016 +144%
AssetMark Inc
1077
AssetMark Inc
California
$98K -$27.1K -471 -22%
CFFP
1078
Center for Financial Planning
Michigan
$98K
MHR
1079
Matthew Hamilton Rosenberg
$97K
LWA
1080
Lowe Wealth Advisors
Maryland
$95K
CSWG
1081
Cardinal Strategic Wealth Guidance
Kentucky
$95K
CWA
1082
Clearview Wealth Advisors
Oregon
$94K
BSB
1083
Bangor Savings Bank
Maine
$93K
CCM
1084
Cribstone Capital Management
Maine
$90K
Kayne Anderson Rudnick Investment Management
1085
Kayne Anderson Rudnick Investment Management
California
$85K
CPFP
1086
Clear Perspectives Financial Planning
Ohio
$84K -$106K -1,835 -56%
TWA
1087
TCI Wealth Advisors
Arizona
$84K -$28.2K -486 -25%
KTC
1088
Kistler-Tiffany Companies
Pennsylvania
$82K +$8.26K +143 +11%
CDIA
1089
Capital Directions Investment Advisors
Georgia
$77K -$81K -1,336 Closed
LDFR
1090
Lehman & Derafelo Financial Resources
Pennsylvania
$76K
CWA
1091
Core Wealth Advisors
Florida
$75K
IIL
1092
Insight Inv LLC
California
$74K
VCM
1093
Vigilant Capital Management
Maine
$74K +$16.2K +280 +28%
AWM
1094
Accel Wealth Management
Iowa
$73K
FWA
1095
FSC Wealth Advisors
New York
$71K
BA
1096
Ballast Advisors
Minnesota
$71K
NFSG
1097
Newbridge Financial Services Group
Florida
$70K +$60K +1,031 +599%
AP
1098
Atwood & Palmer
Missouri
$69K
BL
1099
Balentine LLC
Georgia
$67K +$67K +1,164 New
FCMT
1100
Founders Capital Management (Texas)
Texas
$66K