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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 %
AP
1226
Atwood & Palmer
Missouri
$84.6K 1,200
MHR
1227
Matthew Hamilton Rosenberg
$80.6K 1,144
LFA
1228
LGT Financial Advisors
Texas
$80.5K 1,142 +1,142 New
BL
1229
Balentine LLC
Georgia
$79.3K 1,125 +704 +167%
HS
1230
Horan Securities
United States
$78.1K 1,107 +2 +0.2%
POIA
1231
Pin Oak Investment Advisors
Texas
$78K 1,100 -150 -12%
MIA
1232
Milestone Investment Advisors
Wisconsin
$75.8K 1,076
RA
1233
Rise Advisors
New York
$75.6K 1,072 +2 +0.2%
OIS
1234
Okabena Investment Services
Minnesota
$74.5K 1,057 +1,057 New
M
1235
MOTCO
Texas
$73.7K 1,046
CP
1236
Castleview Partners
Texas
$72.5K 1,028 +688 +202%
LFA
1237
Level Financial Advisors
New York
$71.5K 1,015 -57 -5%
MAWA
1238
Moss Adams Wealth Advisors
Washington
$70.5K 1,000
Qube Research & Technologies (QRT)
1239
Qube Research & Technologies (QRT)
United Kingdom
$69.6K 911 -8,912 -91%
EWM
1240
Endurance Wealth Management
Rhode Island
$68K 960
CBT
1241
CoreFirst Bank & Trust
Kansas
$67.4K 956
SF
1242
Safeguard Financial
Wisconsin
$66K 946 +946 New
CWA
1243
Carolina Wealth Advisors
South Carolina
$65.7K 932
NFSG
1244
Newbridge Financial Services Group
Florida
$64.1K 909 +52 +6%
AC
1245
AlphaCore Capital
California
$62.3K 884 +792 +861%
AWM
1246
Abound Wealth Management
Tennessee
$61.7K 876 +2 +0.2%
TCA
1247
Trifecta Capital Advisors
Illinois
$59.4K 843
TWD
1248
True Wealth Design
Ohio
$56.4K 800
FA
1249
Faithward Advisors
Pennsylvania
$56.3K 800 -12 -1%
CPG
1250
Cornerstone Planning Group
New Jersey
$55.6K 789 +789 New