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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 %
CWA
1151
Core Wealth Advisors
Florida
$82.5K
IIL
1152
Insight Inv LLC
California
$81.8K
CWP
1153
Concord Wealth Partners
Virginia
$81.5K +$64 +1 +0.1%
PP
1154
PFS Partners
New Jersey
$80.4K -$61.8K -968 -43%
POIA
1155
Pin Oak Investment Advisors
Texas
$80K -$32K -500 -29%
SC
1156
Sawyer & Company
Massachusetts
$79K
AP
1157
Atwood & Palmer
Missouri
$76.7K
AWM
1158
Accel Wealth Management
Iowa
$76.5K
MHR
1159
Matthew Hamilton Rosenberg
$73.1K
FCMT
1160
Founders Capital Management (Texas)
Texas
$73K
HS
1161
Horan Securities
United States
$70.6K +$7.67K +120 +12%
MIA
1162
Milestone Investment Advisors
Wisconsin
$68.7K
EWM
1163
Evermay Wealth Management
Virginia
$68.6K +$44.3K +694 +183%
LFA
1164
Level Financial Advisors
New York
$68.5K
RA
1165
Rise Advisors
New York
$68.4K +$192 +3 +0.3%
M
1166
MOTCO
Texas
$66.8K +$8.05K +126 +14%
SSC
1167
Syverson Strege & Co
Iowa
$65.2K
FFA
1168
Farther Finance Advisors
California
$64.1K +$7.41K +116 +13%
MAWA
1169
Moss Adams Wealth Advisors
Washington
$63.9K
CBT
1170
CoreFirst Bank & Trust
Kansas
$61.1K
EWM
1171
Endurance Wealth Management
Rhode Island
$61K
CWA
1172
Carolina Wealth Advisors
South Carolina
$59.5K
PCM
1173
Pointe Capital Management
Michigan
$59.3K +$59.3K +928 New
AWM
1174
Abound Wealth Management
Tennessee
$55.9K +$128 +2 +0.2%
BAAM
1175
Baker Avenue Asset Management
California
$55.2K