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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 %
RFN
1326
RDA Financial Network
Iowa
$221K -$3.46K -46 -2%
CCG
1327
Cypress Capital Group
Florida
$220K
EP
1328
Eudaimonia Partners
Tennessee
$217K -$403K -5,360 -65%
GC
1329
Grimes & Company
Massachusetts
$217K +$217K +2,890 New
D
1330
Diversified
Delaware
$217K +$217K +2,889 New
AFAS
1331
Acorn Financial Advisory Services
Virginia
$217K -$105K -1,415 -33%
TA
1332
TrueWealth Advisors
Alabama
$215K -$9.39K -125 -4%
PA
1333
PSI Advisors
Florida
$215K -$3K -40 -1%
AWM
1334
Accurate Wealth Management
Florida
$213K -$25.9K -343 -11%
ESBC
1335
E.S. Barr & Co
Kentucky
$212K +$212K +2,820 New
RIM
1336
Rockbridge Investment Management
New York
$211K +$211K +2,815 New
HG
1337
Harbor Group
New Hampshire
$211K +$211K +2,807 New
QWM
1338
Quadcap Wealth Management
Texas
$211K +$211K +2,803 New
VA
1339
Vident Advisory
Georgia
$210K +$210K +2,800 New
JCM
1340
Jag Capital Management
Missouri
$210K +$210K +2,799 New
BHPW
1341
Beverly Hills Private Wealth
California
$210K -$20.3K -270 -9%
RVPG
1342
Relative Value Partners Group
$210K +$210K +2,797 New
PP
1343
Patten & Patten
Tennessee
$209K +$209K +2,782 New
VCM
1344
Vivaldi Capital Management
Illinois
$209K +$209K +2,592 New
UL
1345
Unionview LLC
Washington
$209K -$26.3K -350 -11%
SMC
1346
Smith, Moore & Co
Missouri
$208K +$208K +2,774 New
TP
1347
Tranquility Partners
Tennessee
$207K -$77.3K -1,029 -27%
RP
1348
Riverwater Partners
Wisconsin
$207K -$40.7K -542 -16%
FF
1349
Francis Financial
$206K +$206K +2,740 New
BCM
1350
Becker Capital Management
Oregon
$206K -$35.2K -469 -15%