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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.

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 Market Value Shares Shares
Change
Shares
Change %
MPWT
1276
MassMutual Private Wealth & Trust
Connecticut
$104K 1,522 +97 +7%
RFG
1277
RFP Financial Group
Georgia
$103K 1,500
HL
1278
HeadInvest LLC
Maine
$95.7K 1,392 +1,392 New
FCMT
1279
Founders Capital Management (Texas)
Texas
$95K 1,389
GA
1280
GoalVest Advisory
New York
$92K 1,344 -25 -2%
CSWG
1281
Cardinal Strategic Wealth Guidance
Kentucky
$90.7K 1,326
WBC
1282
West Branch Capital
Massachusetts
$89K 1,301
GM
1283
GeoWealth Management
Illinois
$89K 1,301 +1,301 New
JFG
1284
JDM Financial Group
Texas
$88.9K 1,300
RTL
1285
Red Tortoise LLC
Georgia
$88.7K 1,296
CWA
1286
Core Wealth Advisors
Florida
$88.4K 1,292
IIL
1287
Insight Inv LLC
California
$88K 1,280
ITIM
1288
Indiana Trust & Investment Management
Indiana
$87.7K 1,282 +1,282 New
CWP
1289
Concord Wealth Partners
Virginia
$87.3K 1,276
PP
1290
PFS Partners
New Jersey
$86.3K 1,262
CIA
1291
Cape Investment Advisory
Georgia
$86.2K 1,260 +800 +174%
AIC
1292
Archer Investment Corporation
Indiana
$80.4K 1,176 +422 +56%
BA
1293
Ballast Advisors
Minnesota
$77.2K 1,129 -145 -11%
TAM
1294
Townsend Asset Management
North Carolina
$75K 1,096 -304 -22%
NFSG
1295
Newbridge Financial Services Group
Florida
$74.7K 1,092 +183 +20%
MIA
1296
Milestone Investment Advisors
Wisconsin
$73.6K 1,076
POIA
1297
Pin Oak Investment Advisors
Texas
$71K 1,029 -71 -6%
CP
1298
Castleview Partners
Texas
$70.5K 1,030 +2 +0.2%
MAWA
1299
Moss Adams Wealth Advisors
Washington
$68.6K 1,000
AIM
1300
Anchor Investment Management
South Carolina
$68.4K 1,000 +443 +80%