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iShares S&P 500 Growth ETF

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1101
Tortoise Investment Management
New York
$196K
HIA
1102
Harbor Investment Advisory
Maryland
$193K
VCM
1103
Vigilant Capital Management
Maine
$192K +$128K +2,000 +200%
GGI
1104
Godsey & Gibb Inc
Virginia
$191K -$13K -203 -6%
QC
1105
Quent Capital
New York
$189K +$2.65K +42 +1%
GAG
1106
Goodman Advisory Group
Massachusetts
$187K
Commonwealth Equity Services
1107
Commonwealth Equity Services
Massachusetts
$185K -$6.78K -106,139 -4%
PA
1108
PSI Advisors
Florida
$185K -$27.6K -432 -13%
PAI
1109
Pittenger & Anderson Inc
Nebraska
$183K -$14.4K -225 -7%
KC
1110
Kenfarb & Co
Kentucky
$179K
BWL
1111
Bogart Wealth LLC
Virginia
$171K +$75.9K +1,188 +80%
EI
1112
Ellevest Inc
New York
$166K
TCOV
1113
Trust Company of Vermont
Vermont
$156K
CTB
1114
Country Trust Bank
Illinois
$155K
WAG
1115
Windsor Advisory Group
Ohio
$155K
PCM
1116
Perritt Capital Management
Illinois
$150K -$640K -10,021 -81%
CT
1117
Colonial Trust
South Carolina
$150K
PMFA
1118
Plante Moran Financial Advisors
Michigan
$146K
MCC
1119
Money Concepts Capital
Florida
$143K -$68.5K -7,056 -32%
NSG
1120
Nalls Sherbakoff Group
Tennessee
$140K +$140K +2,220 New
WTA
1121
Washington Trust Advisors
Massachusetts
$139K
TF
1122
TimeScale Financial
Massachusetts
$136K +$113K +1,772 +492%
GFWA
1123
Grey Fox Wealth Advisors
Delaware
$129K +$19.6K +307 +18%
CHA
1124
Carmichael Hill & Associates
Maryland
$129K
HBW
1125
Hazlett, Burt & Watson
West Virginia
$128K -$5.7K -89 -4%