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iShares S&P 500 Growth ETF

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M
Name Holding Trade Value Shares
Change
Shares
Change %
NRC
1101
New Republic Capital
North Carolina
$157K +$157K +2,680 New
EI
1102
Ellevest Inc
New York
$152K
AssetMark Inc
1103
AssetMark Inc
California
$150K +$50.3K +860 +51%
TCOV
1104
Trust Company of Vermont
Vermont
$143K
CTB
1105
Country Trust Bank
Illinois
$142K -$48.1K -823 -25%
WAG
1106
Windsor Advisory Group
Ohio
$142K +$142K +2,420 New
MCM
1107
Mill Capital Management
North Carolina
$140K +$140K +2,399 New
MA
1108
Montag & Associates
Georgia
$139K -$68K -1,163 -33%
CT
1109
Colonial Trust
South Carolina
$137K -$16.6K -283 -11%
RMC
1110
Resources Management Corp
Connecticut
$137K
HT
1111
Headlands Technologies
Illinois
$134K +$134K +2,284 New
PMFA
1112
Plante Moran Financial Advisors
Michigan
$133K -$151K -2,583 -53%
PP
1113
PFS Partners
New Jersey
$130K +$59 +1 +0%
WTA
1114
Washington Trust Advisors
Massachusetts
$128K
IFA
1115
Interactive Financial Advisors
Illinois
$126K -$1.87K -32 -1%
GI
1116
Gradient Investments
Minnesota
$126K -$21.1K -360 -14%
HBW
1117
Hazlett, Burt & Watson
West Virginia
$122K -$58.7K -1,005 -33%
CHA
1118
Carmichael Hill & Associates
Maryland
$118K
QT
1119
Quantbot Technologies
New York
$117K -$351K -6,007 -75%
PPWM
1120
PFG Private Wealth Management
Florida
$114K +$105K +1,810 +1,231%
AA
1121
Addison Advisors
Vermont
$112K -$113K -1,925 -50%
AA
1122
AlphaMark Advisors
Kentucky
$111K -$7.04K -120 -6%
TH
1123
TCTC Holdings
Texas
$107K
SBL
1124
Sargent Bickham Lagudis
Colorado
$103K +$117 +2 +0.1%
POIA
1125
Pin Oak Investment Advisors
Texas
$102K