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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 %
SGK
1151
Steigerwald Gordon & Koch
Virginia
$249K
C
1152
CEDRUS
Colorado
$249K
AWP
1153
Accretive Wealth Partners
New Jersey
$248K
MWM
1154
Madison Wealth Management
Ohio
$248K
EI
1155
Ellevest Inc
New York
$246K +$3.7K +54 +2%
MFT
1156
Moisand Fitzgerald Tamayo
Florida
$246K
C1AG
1157
Client 1st Advisory Group
Florida
$242K +$242K +3,540 New
CP
1158
Coho Partners
Pennsylvania
$242K +$242K +3,530 New
GFA
1159
Gallagher Fiduciary Advisors
Illinois
$241K +$10.5K +153 +5%
RW
1160
RVW Wealth
California
$241K
HCMT
1161
Highland Capital Management (Tennessee)
Tennessee
$241K
BC
1162
Burney Company
Virginia
$239K -$7.39K -108 -3%
NL
1163
Navalign LLC
California
$235K
BMCM
1164
Burns Matteson Capital Management
New York
$235K -$67.7K -990 -22%
PFA
1165
Petra Financial Advisors
Colorado
$235K
BBNA
1166
Bremer Bank National Association
Minnesota
$234K
HSWM
1167
Hubbell Strickland Wealth Management
Louisiana
$233K +$3.42K +50 +1%
RRWA
1168
Rainey & Randall Wealth Advisors
Florida
$233K +$15.5K +243 +7%
HVIA
1169
Hudson Valley Investment Advisors
New York
$233K -$23K -336 -9%
ATWA
1170
Arbor Trust Wealth Advisors
Michigan
$232K
LS
1171
Leelyn Smith
Illinois
$230K
LSA
1172
L & S Advisors
California
$230K -$239K -3,495 -51%
TA
1173
TruWealth Advisors
Louisiana
$229K -$9.72K -142 -4%
AAG
1174
Armstrong Advisory Group
Massachusetts
$229K
LRIA
1175
Leonard Rickey Investment Advisors
Washington
$229K +$22.6K +330 +11%