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iShares S&P 500 Growth ETF

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M
Name Market Value Shares Shares
Change
Shares
Change %
CWA
1201
Clearview Wealth Advisors
Oregon
$114K 1,624
CPA
1202
Cardiff Park Advisors
California
$114K 1,620
BSB
1203
Bangor Savings Bank
Maine
$111K 1,570
BWM
1204
Baystate Wealth Management
Massachusetts
$110K 1,558 -180 -10%
CFFP
1205
Center for Financial Planning
Michigan
$108K 1,528
RG
1206
Retirement Group
California
$108K 1,527
NIC
1207
Northwest Investment Counselors
Oregon
$107K 1,524
CAS
1208
Coppell Advisory Solutions
Texas
$107K 1,532 +1,532 New
RFG
1209
RFP Financial Group
Georgia
$106K 1,500 +1,500 New
Kayne Anderson Rudnick Investment Management
1210
Kayne Anderson Rudnick Investment Management
California
$103K 1,464
MPWT
1211
MassMutual Private Wealth & Trust
Connecticut
$100K 1,425
TAM
1212
Townsend Asset Management
North Carolina
$98.7K 1,400 +17 +1%
FCMT
1213
Founders Capital Management (Texas)
Texas
$97.9K 1,389 +250 +22%
GA
1214
GoalVest Advisory
New York
$96.5K 1,369 +25 +2%
RFA
1215
Resurgent Financial Advisors
Georgia
$94.6K 1,342
CSWG
1216
Cardinal Strategic Wealth Guidance
Kentucky
$93.5K 1,326
WBC
1217
West Branch Capital
Massachusetts
$91.7K 1,301 +3 +0.2%
JFG
1218
JDM Financial Group
Texas
$91.6K 1,300
RTL
1219
Red Tortoise LLC
Georgia
$91.3K 1,296
CWA
1220
Core Wealth Advisors
Florida
$91.1K 1,292
IIL
1221
Insight Inv LLC
California
$90.2K 1,280
CWP
1222
Concord Wealth Partners
Virginia
$89.9K 1,276 +1 +0.1%
BA
1223
Ballast Advisors
Minnesota
$89.8K 1,274 -50 -4%
PP
1224
PFS Partners
New Jersey
$88.9K 1,262 +3 +0.2%
AA
1225
AlphaMark Advisors
Kentucky
$87K 1,231 -628 -34%