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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 %
FPB
1126
First PREMIER Bank
South Dakota
$128K +$128K +2,008 New
AA
1127
Addison Advisors
Vermont
$123K
AA
1128
AlphaMark Advisors
Kentucky
$119K -$2.11K -33 -2%
TH
1129
TCTC Holdings
Texas
$117K
BWM
1130
Baystate Wealth Management
Massachusetts
$111K -$66.6K -1,042 -37%
LWA
1131
Lowe Wealth Advisors
Maryland
$105K
AssetMark Inc
1132
AssetMark Inc
California
$105K -$58.7K -919 -36%
FFA
1133
Founders Financial Alliance
North Carolina
$104K -$1.28K -20 -1%
CWA
1134
Clearview Wealth Advisors
Oregon
$104K
CPA
1135
Cardiff Park Advisors
California
$104K
BSB
1136
Bangor Savings Bank
Maine
$100K -$2.94K -46 -3%
RG
1137
Retirement Group
California
$98K +$1.28K +20 +1%
CFFP
1138
Center for Financial Planning
Michigan
$97.6K
NIC
1139
Northwest Investment Counselors
Oregon
$97.4K -$132K -2,064 -58%
Kayne Anderson Rudnick Investment Management
1140
Kayne Anderson Rudnick Investment Management
California
$93.6K
TWA
1141
TCI Wealth Advisors
Arizona
$92.4K
MPWT
1142
MassMutual Private Wealth & Trust
Connecticut
$91K -$4.79K -75 -5%
TAM
1143
Townsend Asset Management
North Carolina
$88.3K +$16.7K +262 +23%
GA
1144
GoalVest Advisory
New York
$85.9K
RFA
1145
Resurgent Financial Advisors
Georgia
$85.7K -$1.45M -22,661 -94%
CSWG
1146
Cardinal Strategic Wealth Guidance
Kentucky
$84.7K -$20.1K -314 -19%
BA
1147
Ballast Advisors
Minnesota
$84.6K +$10.5K +165 +14%
JFG
1148
JDM Financial Group
Texas
$83.1K
WBC
1149
West Branch Capital
Massachusetts
$82.9K +$256 +4 +0.3%
RTL
1150
Red Tortoise LLC
Georgia
$82.8K