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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 %
LIA
1126
LifePlan Investment Advisors
North Carolina
$268K +$268K +3,922 New
SFC
1127
Strategic Financial Concepts
Texas
$267K +$8.01K +117 +3%
CP
1128
Covenant Partners
Tennessee
$265K -$37.6K -550 -12%
SPIA
1129
Strategic Point Investment Advisors
Rhode Island
$264K -$17.8K -260 -6%
OHIS
1130
Oak Harvest Investment Services
Texas
$264K +$6.09K +89 +2%
CWA
1131
Cornerstone Wealth Advisors
Minnesota
$263K
CFC
1132
Coyle Financial Counsel
Illinois
$262K
PGA
1133
Portland Global Advisors
Maine
$262K
SF
1134
Summit Financial
New Jersey
$262K +$1.92K +28 +0.7%
DWM
1135
Dakota Wealth Management
Florida
$261K
WTC
1136
WhitTier Trust Company
Nevada
$260K
TP
1137
Tranquility Partners
Tennessee
$259K +$43.8K +640 +20%
APW
1138
Atlantic Private Wealth
North Carolina
$259K -$4.93K -72 -2%
AAS
1139
Annex Advisory Services
Wisconsin
$257K
MMG
1140
Monetary Management Group
Missouri
$257K
RMAM
1141
Raab & Moskowitz Asset Management
New Jersey
$256K
CTA
1142
Colonial Trust Advisors
South Carolina
$255K +$35K +512 +16%
LSPW
1143
Lake Street Private Wealth
Illinois
$255K +$11.2K +163 +5%
WIM
1144
WealthPlan Investment Management
Nebraska
$254K +$73.8K +1,079 +41%
TGAM
1145
TBH Global Asset Management
Tennessee
$253K +$5.95K +87 +2%
SC
1146
Steph & Co
Wisconsin
$251K
OBWG
1147
Onyx Bridge Wealth Group
New York
$251K +$12.2K +178 +5%
Qube Research & Technologies (QRT)
1148
Qube Research & Technologies (QRT)
United Kingdom
$251K +$188K +2,752 +302%
SWM
1149
Shelton Wealth Management
Texas
$250K -$21.4K -313 -8%
BO
1150
Bank OZK
Arkansas
$250K +$37.1K +542 +17%