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iShares S&P 500 Growth ETF

1,335 hedge funds and large institutions have $22.1B invested in iShares S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 417 increasing their positions, 488 reducing their positions, and 41 closing their positions.

Holders
1,335
Holders Change
+83
Holders Change %
+6.63%
% of All Funds
21.06%
Holding in Top 10
106
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+9.28%
% of All Funds
1.67%
New
136
Increased
417
Reduced
488
Closed
41
Calls
$44.3M
Puts
$3.49M
Net Calls
+$40.8M
Net Calls Change
+$29.3M
Name Market Value Shares Shares
Change
Shares
Change %
SC
126
Saiph Capital
New Jersey
$17.4M 247,001 -25,651 -9%
AWS
127
Atria Wealth Solutions
New York
$17.3M 244,826 -15,877 -6%
AIA
128
Alera Investment Advisors
Illinois
$17.2M 243,826 -859 -0.4%
PIA
129
Powell Investment Advisors
Florida
$17.1M 243,289 -21,254 -8%
FAIM
130
Financial Advocates Investment Management
Washington
$16.5M 234,722 -6,268 -3%
UB
131
UMB Bank
Missouri
$16.1M 228,285 -2,713 -1%
WWM
132
Western Wealth Management
Colorado
$15.7M 223,163 +4,562 +2%
JWCA
133
J.W. Cole Advisors
Florida
$15.6M 221,158 +2,661 +1%
FWP
134
FAS Wealth Partners
Kansas
$15.4M 218,109 -4,587 -2%
CAM
135
Cresset Asset Management
Illinois
$15.4M 217,958 +112,040 +106%
SWP
136
ShoreHaven Wealth Partners
New Jersey
$15.1M 213,657 +24,747 +13%
JMF
137
Johnson Midwest Financial
Iowa
$14.8M 210,085 -33,501 -14%
IFS
138
Ifrah Financial Services
Arkansas
$14.8M 209,959 -1,661 -0.8%
MC
139
McMorgan & Co
California
$14.8M 209,390 +209,390 New
RA
140
Rodgers & Associates
Pennsylvania
$14.7M 208,089 -24,115 -10%
ISWM
141
Independent Solutions Wealth Management
New York
$14.5M 206,299 -1,005 -0.5%
GIA
142
Gladstone Institutional Advisory
Florida
$14.5M 205,640 +6,484 +3%
TW
143
Transform Wealth
Colorado
$14.5M 205,443 +399 +0.2%
RFM
144
Royal Fund Management
Florida
$14.4M 203,731 +114,875 +129%
PRS
145
Pinkerton Retirement Specialists
Idaho
$14.2M 201,502 -118,786 -37%
SAM
146
Silvercrest Asset Management
New York
$14M 199,167 +2,701 +1%
CAI
147
Capital Advisors Inc
Oklahoma
$13.9M 197,172 +7,033 +4%
AWM
148
Avior Wealth Management
Nebraska
$13.8M 195,789 +2,654 +1%
GPA
149
Guidance Point Advisors
Massachusetts
$13.6M 193,650 -143 -0.1%
AFC
150
Adaptive Financial Consulting
Ohio
$13.6M 192,472 -18,727 -9%