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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.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
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 %
BC
1076
Burney Company
Virginia
$254K +$254K +3,599 New
CWM
1077
Chesapeake Wealth Management
Virginia
$253K -$81.1K -1,150 -24%
MFT
1078
Moisand Fitzgerald Tamayo
Florida
$253K -$2.04K -29 -0.8%
BAM
1079
BOS Asset Management
Illinois
$252K
FCH
1080
Freestone Capital Holdings
Washington
$252K
LSPW
1081
Lake Street Private Wealth
Illinois
$250K -$28.2K -400 -10%
VAS
1082
Vestmark Advisory Solutions
Massachusetts
$250K -$9.3K -132 -4%
EI
1083
Ellevest Inc
New York
$250K +$66.3K +941 +36%
RW
1084
RVW Wealth
California
$248K -$43.9K -623 -15%
HCMT
1085
Highland Capital Management (Tennessee)
Tennessee
$248K
AWM
1086
Accurate Wealth Management
Florida
$246K -$18.2K -256 -7%
TA
1087
TruWealth Advisors
Louisiana
$246K
OBWG
1088
Onyx Bridge Wealth Group
New York
$246K +$21.6K +307 +10%
SI
1089
Saxon Interests
Texas
$246K
AFP
1090
Ausdal Financial Partners
Iowa
$245K +$8.67K +123 +4%
FWI
1091
Facet Wealth Inc
Maryland
$244K
WLIM
1092
White Lighthouse Investment Management
Massachusetts
$243K
PCMC
1093
Private Capital Management (Colorado)
Colorado
$243K -$64.8K -920 -21%
NL
1094
Navalign LLC
California
$243K -$10.4K -147 -4%
PFA
1095
Petra Financial Advisors
Colorado
$242K +$242K +3,436 New
KM
1096
Kalos Management
Georgia
$241K +$17.3K +246 +8%
BBNA
1097
Bremer Bank National Association
Minnesota
$241K -$8.11K -115 -3%
GC
1098
Grimes & Company
Massachusetts
$240K +$282 +4 +0.1%
RRWA
1099
Rainey & Randall Wealth Advisors
Florida
$240K
3LCM
1100
3D/L Capital Management
Connecticut
$240K -$213K -3,023 -47%