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iShares S&P 500 Growth ETF

1,541 hedge funds and large institutions have $28.2B invested in iShares S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.59%
Holding in Top 10
121
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.35%
% of All Funds
1.77%
New
218
Increased
507
Reduced
534
Closed
47
Calls
$10.1M
Puts
$2.02M
Net Calls
+$8.05M
Net Calls Change
-$6.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1251
Burney Company
Virginia
$262K
WHG
1252
Westwood Holdings Group
Texas
$262K -$38.5K -512 -13%
SI
1253
Saxon Interests
Texas
$261K +$261K +3,478 New
LAS
1254
Lloyd Advisory Services
Georgia
$261K +$261K +3,477 New
TCG
1255
Transcendent Capital Group
Oklahoma
$261K +$261K +3,474 New
MSAM
1256
Moloney Securities Asset Management
Missouri
$261K +$37.4K +498 +17%
PWPS
1257
Pinnacle Wealth Planning Services
Ohio
$261K -$129K -1,712 -33%
AWA
1258
Arkadios Wealth Advisors
Georgia
$259K +$30.6K +407 +13%
HSWM
1259
Hubbell Strickland Wealth Management
Louisiana
$259K +$3K +40 +1%
NL
1260
Navalign LLC
California
$258K
WIM
1261
WealthPlan Investment Management
Nebraska
$258K -$20.3K -270 -7%
PFA
1262
Petra Financial Advisors
Colorado
$258K
ACM
1263
Alpha Capital Management
Texas
$258K -$73.9K -984 -22%
BBNA
1264
Bremer Bank National Association
Minnesota
$257K
ACG
1265
Allen Capital Group
Nebraska
$257K +$11.6K +155 +5%
OC
1266
Oarsman Capital
Wisconsin
$256K +$5.26K +70 +2%
ATWA
1267
Arbor Trust Wealth Advisors
Michigan
$255K +$1.58K +21 +0.6%
FI
1268
FWG Investments
Kentucky
$255K +$255K +3,393 New
HVIA
1269
Hudson Valley Investment Advisors
New York
$253K
LS
1270
Leelyn Smith
Illinois
$253K
Manulife (Manufacturers Life Insurance)
1271
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K +$252K +3,360 New
LSA
1272
L & S Advisors
California
$252K -$901 -12 -0.4%
AAG
1273
Armstrong Advisory Group
Massachusetts
$252K
TA
1274
TruWealth Advisors
Louisiana
$252K
WCM
1275
Wealthcare Capital Management
Virginia
$251K -$75 -1 -0%