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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 %
WWM
1201
Wagner Wealth Management
South Carolina
$29.3K +$64 +1 +0.2%
CMBA
1202
C.M. Bidwell & Associates
Hawaii
$28.9K
PP
1203
PrairieView Partners
Minnesota
$28K
EW
1204
Element Wealth
Mississippi
$27.9K
SWM
1205
Sugarloaf Wealth Management
Georgia
$27.9K
PWM
1206
Provident Wealth Management
Tennessee
$27.6K
BL
1207
Balentine LLC
Georgia
$26.9K -$18.5K -290 -41%
ACA
1208
Atlas Capital Advisors
Wyoming
$25.6K
MIFH
1209
Migdal Insurance & Financial Holdings
Israel
$25K +$17.2K +275 +220%
FCG
1210
Financial Connections Group
California
$24K
RMC
1211
Resources Management Corp
Connecticut
$23K -$350K -2,205 -94%
AIM
1212
Anchor Investment Management
South Carolina
$22.7K
CWM
1213
Compass Wealth Management
Connecticut
$22.5K
CP
1214
Castleview Partners
Texas
$21.7K
PCA
1215
Providence Capital Advisors
North Carolina
$20.7K
JWM
1216
Janiczek Wealth Management
Colorado
$20.3K -$4.84K -75 -19%
OAJ
1217
Ogorek Anthony Joseph
New York
$20K
ME
1218
McIlrath & Eck
Washington
$19.6K
AIA
1219
Armor Investment Advisors
North Carolina
$19.5K -$6.07K -95 -24%
IFAM
1220
Institutional & Family Asset Management
Colorado
$19.2K
CWM
1221
CarsonAllaria Wealth Management
Illinois
$17.7K +$128 +2 +0.7%
MFA
1222
Morling Financial Advisors
California
$15K +$15K +234 New
MIM
1223
Macroview Investment Management
Maryland
$14.4K
NC
1224
NewSquare Capital
Pennsylvania
$14.1K +$4.09K +64 +41%
HIIFS
1225
Harel Insurance Investments & Financial Services
Israel
$14K +$14K +220 New