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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 %
HH
1201
Hilltop Holdings
Texas
$219K +$219K +3,203 New
FCH
1202
Freestone Capital Holdings
Washington
$219K -$25.2K -369 -10%
RBC
1203
Roble Belko & Company
Pennsylvania
$219K
PWM
1204
Paulson Wealth Management
Illinois
$219K
Fisher Asset Management
1205
Fisher Asset Management
Washington
$219K +$219K +3,196 New
KCPG
1206
Kavar Capital Partners Group
Kansas
$218K
CSWM
1207
Cassady Schiller Wealth Management
Ohio
$218K
HFS
1208
Howard Financial Services
Texas
$215K
UL
1209
Unionview LLC
Washington
$214K
LCGC
1210
Legacy Capital Group California
California
$212K +$3.22K +47 +2%
MKC
1211
M. Kraus & Co
Vermont
$212K
CWM
1212
Core Wealth Management
Florida
$212K
SG Americas Securities
1213
SG Americas Securities
New York
$212K
TPWM
1214
Twelve Points Wealth Management
Massachusetts
$212K +$15.3K +223 +8%
BHPW
1215
Beverly Hills Private Wealth
California
$210K -$237K -3,466 -53%
SW
1216
SkyOak Wealth
Michigan
$210K +$3.28K +48 +2%
APC
1217
Aspire Private Capital
North Carolina
$209K +$193K +2,816 +1,178%
AWA
1218
Arkadios Wealth Advisors
Georgia
$208K +$208K +3,046 New
BAM
1219
Berkshire Asset Management
Pennsylvania
$208K
FAT
1220
First American Trust
California
$207K
MCIA
1221
Mountain Capital Investment Advisors
Colorado
$207K +$424 +6 +0.2%
YCM
1222
Yousif Capital Management
Michigan
$207K +$207K +3,020 New
RCG
1223
Regatta Capital Group
California
$207K -$40.6K -594 -16%
CCMG
1224
Clark Capital Management Group
Pennsylvania
$206K -$26.3K -385 -11%
IIC
1225
Ironwood Investment Counsel
Arizona
$206K