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iShares S&P 500 Growth ETF

1,257 hedge funds and large institutions have $19.6B invested in iShares S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 378 increasing their positions, 464 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,257
Holders Change
+68
Holders Change %
+5.72%
% of All Funds
20.28%
Holding in Top 10
97
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.12%
% of All Funds
1.57%
New
163
Increased
378
Reduced
464
Closed
67
Calls
$9.35M
Puts
$989K
Net Calls
+$8.36M
Net Calls Change
-$7.43M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
1226
Kelly Financial Services
Massachusetts
$9.78K
YC
1227
Yarbrough Capital
Tennessee
$9.36K +$9.36K +160 New
NC
1228
NewSquare Capital
Pennsylvania
$9.13K
AW
1229
Avion Wealth
Texas
$9K
KIA
1230
Kraematon Investment Advisors
Massachusetts
$8.31K +$8.31K +142 New
DJSG
1231
D.J. St. Germain
Massachusetts
$7.78K +$7.78K +133 New
FMB
1232
Field & Main Bank
Kentucky
$7.49K
KTC
1233
Kistler-Tiffany Companies
Pennsylvania
$7.16K -$76.2K -1,298 -91%
SC
1234
SouthState Corp
Florida
$7.02K
MIFH
1235
Migdal Insurance & Financial Holdings
Israel
$7K +$7K +125 New
LOIP
1236
Live Oak Investment Partners
Texas
$6.08K
HWMA
1237
Heritage Wealth Management (Arizona)
Arizona
$5.62K +$2.81K +48 +100%
AC
1238
AlphaCore Capital
California
$5.38K
TCWA
1239
Ten Capital Wealth Advisors
Washington
$4.91K
AIM
1240
Axiom Investment Management
New York
$4.86K +$4.86K +83 New
RWPA
1241
Richard W. Paul & Associates
Michigan
$4.45K +$4.45K +76 New
PFA
1242
Pathway Financial Advisers
Indiana
$3.99K +$3.99K +68 New
WPA
1243
West Paces Advisors
Georgia
$2.95K
CCM
1244
Cribstone Capital Management
Maine
$2.87K -$87.8K -1,500 -97%
AF
1245
Affiance Financial
Minnesota
$2.81K
RWM
1246
Ruedi Wealth Management
Illinois
$2.57K +$2.57K +44 New
HR
1247
Howe & Rusling
New York
$2.52K
TWP
1248
TFO Wealth Partners
Ohio
$2.11K -$387K -8,638 -99%
WWP
1249
WR Wealth Planners
Missouri
$1.99K
SCA
1250
Stonebridge Capital Advisors
Minnesota
$1.46K