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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 %
GAG
1376
Goodman Advisory Group
Massachusetts
$161K
BL
1377
BFSG LLC
California
$154K +$154K +2,056 New
CT
1378
Clearstead Trust
Maine
$154K
BL
1379
Balentine LLC
Georgia
$152K +$33.6K +448 +28%
ADL
1380
Asset Dedication LLC
California
$151K -$236K -3,134 -61%
CPG
1381
Cornerstone Planning Group
New Jersey
$138K -$37.1K -494 -21%
TH
1382
TCTC Holdings
Texas
$138K
SIS
1383
Strategic Investment Solutions
Illinois
$136K -$8.4M -111,910 -98%
PAI
1384
Pittenger & Anderson Inc
Nebraska
$130K
GM
1385
GeoWealth Management
Illinois
$129K +$31.5K +420 +32%
FFA
1386
Founders Financial Alliance
North Carolina
$128K
LWA
1387
Lowe Wealth Advisors
Maryland
$124K
Amundi
1388
Amundi
France
$123K +$115K +1,537 +1,478%
CPA
1389
Cardiff Park Advisors
California
$122K
NS
1390
NBC Securities
Alabama
$118K -$225 -3 -0.2%
BSB
1391
Bangor Savings Bank
Maine
$118K
AA
1392
Addison Advisors
Vermont
$115K -$28.9K -385 -20%
FPB
1393
First PREMIER Bank
South Dakota
$115K -$18.8K -250 -14%
RFG
1394
RFP Financial Group
Georgia
$113K
ACA
1395
Aptus Capital Advisors
Alabama
$109K -$1.18M -15,712 -92%
RG
1396
Retirement Group
California
$107K -$7.51K -100 -7%
FCMT
1397
Founders Capital Management (Texas)
Texas
$104K
GA
1398
GoalVest Advisory
New York
$101K
TCA
1399
Trifecta Capital Advisors
Illinois
$100K +$37.2K +495 +59%
CSWG
1400
Cardinal Strategic Wealth Guidance
Kentucky
$99.6K