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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 %
1W
1226
1776 Wealth
Georgia
$205K
QC
1227
Quent Capital
New York
$204K +$15.7K +230 +8%
TC
1228
Truvestments Capital
Florida
$204K
TA
1229
TrueWealth Advisors
Alabama
$204K +$204K +2,984 New
RFN
1230
RDA Financial Network
Iowa
$204K +$204K +2,983 New
TCB
1231
Texas Capital Bancshares
Texas
$204K
MSAM
1232
Moloney Securities Asset Management
Missouri
$204K +$204K +2,976 New
AFG
1233
ABLE Financial Group
Arizona
$203K -$1.3K -19 -0.6%
EWA
1234
Evolution Wealth Advisors
Florida
$203K
WLIM
1235
White Lighthouse Investment Management
Massachusetts
$202K -$34.2K -500 -14%
GC
1236
Gratus Capital
Georgia
$201K +$201K +2,943 New
BA
1237
Bluesphere Advisors
Pennsylvania
$201K
CCG
1238
Cypress Capital Group
Florida
$200K
WS
1239
Wedbush Securities
California
$200K -$2.26K -33 -1%
PA
1240
PSI Advisors
Florida
$198K
KC
1241
Kenfarb & Co
Kentucky
$181K
CLG
1242
Cooperman Leon G
$171K -$314K -4,587 -65%
OLVIG
1243
Oliver Lagore Vanvalin Investment Group
Michigan
$170K +$166K +2,431 +4,120%
TCOV
1244
Trust Company of Vermont
Vermont
$167K
CTB
1245
Country Trust Bank
Illinois
$166K
PMFA
1246
Plante Moran Financial Advisors
Michigan
$166K +$5.41K +79 +3%
WAG
1247
Windsor Advisory Group
Ohio
$166K
RMC
1248
Resources Management Corp
Connecticut
$164K
OP
1249
ORG Partners
Indiana
$163K -$200K -2,926 -55%
PCM
1250
Perritt Capital Management
Illinois
$161K