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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 %
WCM
1176
Wealthcare Capital Management
Virginia
$229K -$94.4K -1,379 -29%
Kayne Anderson Rudnick Investment Management
1177
Kayne Anderson Rudnick Investment Management
California
$228K +$128K +1,872 +128%
OC
1178
Oarsman Capital
Wisconsin
$228K -$3.56K -52 -2%
IDA
1179
Intelligence Driven Advisers
California
$228K
CAM
1180
Covenant Asset Management
New Jersey
$228K
EIG
1181
Ellenbecker Investment Group
Wisconsin
$227K +$205 +3 +0.1%
PFGIA
1182
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$1.02M -14,948 -82%
SFS
1183
Stiles Financial Services
Minnesota
$226K
CWM
1184
Chesapeake Wealth Management
Virginia
$226K -$19.8K -290 -8%
HBT
1185
Hills Bank & Trust
Iowa
$226K +$68 +1 +0%
RP
1186
Riverwater Partners
Wisconsin
$225K +$225K +3,292 New
RFA
1187
Resurgent Financial Advisors
Georgia
$225K +$133K +1,945 +145%
ACG
1188
Allen Capital Group
Nebraska
$224K +$224K +3,266 New
IWN
1189
Independent Wealth Network
Iowa
$224K +$2.4K +35 +1%
LG
1190
LaFleur & Godfrey
Michigan
$224K +$224K +3,272 New
RA
1191
Ruggaard & Associates
Ohio
$224K -$79.9K -1,168 -26%
SWM
1192
Selective Wealth Management
Virginia
$223K +$14.1K +206 +7%
HCM
1193
Hollencrest Capital Management
California
$223K
AA
1194
Axiom Advisory
California
$222K
AWM
1195
Accurate Wealth Management
Florida
$222K -$21K -299 -9%
ZIG
1196
Zullo Investment Group
Pennsylvania
$222K -$1.03K -15 -0.5%
TIM
1197
Tortoise Investment Management
New York
$221K +$11.4K +167 +5%
RIG
1198
RiverFront Investment Group
Virginia
$221K +$221K +3,232 New
HKIMG
1199
Hutchens & Kramer Investment Management Group
Indiana
$221K +$221K +3,214 New
BCM
1200
Becker Capital Management
Oregon
$220K