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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.

Holders
1,541
Holders Change
+142
Holders Change %
+10.15%
% of All Funds
22.6%
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 Market Value Shares Shares
Change
Shares
Change %
RTL
1401
Red Tortoise LLC
Georgia
$97.9K 1,304 +8 +0.6%
JFG
1402
JDM Financial Group
Texas
$97.6K 1,300
MPWT
1403
MassMutual Private Wealth & Trust
Connecticut
$97.4K 1,297 -225 -15%
CWA
1404
Core Wealth Advisors
Florida
$97K 1,292
ITIM
1405
Indiana Trust & Investment Management
Indiana
$96.3K 1,282
IIL
1406
Insight Inv LLC
California
$96.1K 1,280
PP
1407
PFS Partners
New Jersey
$94.7K 1,261 -1 -0.1%
WBC
1408
West Branch Capital
Massachusetts
$93.2K 1,241 -60 -5%
AA
1409
AlphaMark Advisors
Kentucky
$93K 1,232 -400 -25%
FWM
1410
FSA Wealth Management
Massachusetts
$89K 1,180 +1,180 New
HGA
1411
Hobbs Group Advisors
South Carolina
$83.8K 1,116 +1,116 New
TAM
1412
Townsend Asset Management
North Carolina
$82.3K 1,096
VWWMG
1413
Vermillion & White Wealth Management Group
Pennsylvania
$82.1K 1,093 +1,093 New
MIA
1414
Milestone Investment Advisors
Wisconsin
$80.8K 1,076
CWP
1415
Concord Wealth Partners
Virginia
$78.8K 1,049 -227 -18%
SFA
1416
Semmax Financial Advisors
North Carolina
$78.4K 973 +868 +827%
CCM
1417
Chilton Capital Management
Texas
$77.8K 1,036 +460 +80%
CP
1418
Castleview Partners
Texas
$77.4K 1,030
BA
1419
Ballast Advisors
Minnesota
$77.3K 1,029 -100 -9%
POIA
1420
Pin Oak Investment Advisors
Texas
$77K 1,029
AIC
1421
Archer Investment Corporation
Indiana
$76.2K 1,014 -162 -14%
AIM
1422
Anchor Investment Management
South Carolina
$75.1K 1,000
HCA
1423
Heck Capital Advisors
Wisconsin
$74.2K 988
NFSG
1424
Newbridge Financial Services Group
Florida
$73.9K 984 -108 -10%
AC
1425
AlphaCore Capital
California
$72.1K 960 +76 +9%