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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 %
AWM
1076
Aspire Wealth Management
Massachusetts
$306K +$306K +4,471 New
UCB
1077
United Community Bank
South Carolina
$305K +$305K +4,459 New
VNB
1078
Virginia National Bank
Virginia
$304K
GEA
1079
Glen Eagle Advisors
New Jersey
$304K -$4.86K -71 -2%
T
1080
TrueFG
Texas
$304K
ACM
1081
Alpha Capital Management
Texas
$302K -$60.8K -888 -17%
TL
1082
Tradewinds LLC
North Carolina
$302K -$5.2K -76 -2%
BWM
1083
Brown Wealth Management
Illinois
$301K -$12.2K -179 -4%
ML
1084
McAdam LLC
Pennsylvania
$300K -$33K -482 -10%
UWPG
1085
Ullmann Wealth Partners Group
Florida
$299K
RZH
1086
Relyea Zuckerberg Hanson
Connecticut
$299K +$299K +4,372 New
EW
1087
Evoke Wealth
California
$298K
BIAS
1088
Beacon Investment Advisory Services
New Jersey
$298K +$298K +4,355 New
AAP
1089
Arax Advisory Partners
Colorado
$298K -$10.6K -155 -3%
AFAS
1090
Acorn Financial Advisory Services
Virginia
$298K +$14.9K +217 +5%
BAMG
1091
Brand Asset Management Group
Missouri
$294K -$1.85K -27 -0.6%
AFG
1092
AFS Financial Group
Maryland
$294K
AC
1093
Apella Capital
Connecticut
$294K
CFP
1094
Catalyst Financial Partners
Massachusetts
$293K
RWG
1095
Ratio Wealth Group
Colorado
$293K
MSFS
1096
Main Street Financial Solutions
Pennsylvania
$292K -$1.64K -24 -0.6%
RIA
1097
Realta Investment Advisors
Delaware
$292K -$19.7K -280 -6%
KIA
1098
KCM Investment Advisors
California
$292K
RWM
1099
Ritholtz Wealth Management
New York
$292K +$17.3K +253 +6%
NHC
1100
Nicholas Hoffman & Company
Georgia
$291K