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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 %
LRIA
1276
Leonard Rickey Investment Advisors
Washington
$251K -$225 -3 -0.1%
HKIMG
1277
Hutchens & Kramer Investment Management Group
Indiana
$251K +$9.54K +127 +4%
PAM
1278
PVG Asset Management
Colorado
$250K +$250K +3,330 New
EIG
1279
Ellenbecker Investment Group
Wisconsin
$250K +$225 +3 +0.1%
C1AG
1280
Client 1st Advisory Group
Florida
$249K -$16.4K -218 -6%
IWN
1281
Independent Wealth Network
Iowa
$249K +$3.08K +41 +1%
SFS
1282
Stiles Financial Services
Minnesota
$248K
CWM
1283
Chesapeake Wealth Management
Virginia
$248K
Kayne Anderson Rudnick Investment Management
1284
Kayne Anderson Rudnick Investment Management
California
$247K -$3.45K -46 -1%
RRWA
1285
Rainey & Randall Wealth Advisors
Florida
$247K -$26.7K -356 -10%
GCM
1286
G2 Capital Management
Ohio
$247K +$247K +3,288 New
LG
1287
LaFleur & Godfrey
Michigan
$246K
RA
1288
Ruggaard & Associates
Ohio
$246K
CHA
1289
Carmichael Hill & Associates
Maryland
$244K +$92.6K +1,233 +61%
AA
1290
Axiom Advisory
California
$244K +$75 +1 +0%
CWI
1291
Conscious Wealth Investments
Florida
$244K +$244K +3,103 New
FDS
1292
Freedom Day Solutions
Texas
$242K -$54.3K -723 -18%
ZIG
1293
Zullo Investment Group
Pennsylvania
$242K -$1.13K -15 -0.5%
VCM
1294
Vision Capital Management
Oregon
$242K +$242K +3,222 New
EW
1295
Evoke Wealth
California
$242K -$84.8K -1,129 -26%
SFC
1296
SYM Financial Corp
Indiana
$241K -$70K -932 -22%
PWM
1297
Proathlete Wealth Management
Florida
$241K +$241K +3,208 New
PWM
1298
Paulson Wealth Management
Illinois
$240K
RBC
1299
Roble Belko & Company
Pennsylvania
$240K
GFWA
1300
Grey Fox Wealth Advisors
Delaware
$240K +$240K +3,190 New