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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 %
GFWA
1126
Grey Fox Wealth Advisors
Delaware
$100K +$100K +1,717 New
Allspring Global Investments
1127
Allspring Global Investments
North Carolina
$98.3K +$98.3K +1,680 New
RBC
1128
Romano Brothers & Co
Illinois
$98.1K +$98.1K +1,677 New
FFA
1129
Founders Financial Alliance
North Carolina
$96.4K -$20.4K -348 -17%
LWA
1130
Lowe Wealth Advisors
Maryland
$96.4K
CSWG
1131
Cardinal Strategic Wealth Guidance
Kentucky
$95.9K
CWA
1132
Clearview Wealth Advisors
Oregon
$95K
BSB
1133
Bangor Savings Bank
Maine
$95K
CPA
1134
Cardiff Park Advisors
California
$94.8K -$66.2K -1,132 -41%
CFFP
1135
Center for Financial Planning
Michigan
$89.4K -$9.59K -164 -10%
MPWT
1136
MassMutual Private Wealth & Trust
Connecticut
$88K -$145K -2,468 -62%
RG
1137
Retirement Group
California
$88K +$59.3K +1,016 +207%
RFG
1138
RFP Financial Group
Georgia
$87.8K +$87.8K +1,500 New
BWL
1139
Bogart Wealth LLC
Virginia
$87.2K -$22.2K -380 -20%
CSPAM
1140
Cary Street Partners Asset Management
Virginia
$85.9K +$85.9K +1,469 New
Kayne Anderson Rudnick Investment Management
1141
Kayne Anderson Rudnick Investment Management
California
$85.7K
TWA
1142
TCI Wealth Advisors
Arizona
$84.6K
OWA
1143
One Wealth Advisors
California
$80.7K +$80.7K +1,379 New
GA
1144
GoalVest Advisory
New York
$78.6K -$2.86M -48,931 -97%
CDIA
1145
Capital Directions Investment Advisors
Georgia
$78.2K +$78.2K +1,336 New
JFG
1146
JDM Financial Group
Texas
$76.1K +$76.1K +1,300 New
RTL
1147
Red Tortoise LLC
Georgia
$75.8K +$75.8K +1,296 New
WBC
1148
West Branch Capital
Massachusetts
$75.7K -$72.4K -1,237 -49%
CWA
1149
Core Wealth Advisors
Florida
$75.6K
IIL
1150
Insight Inv LLC
California
$74.9K