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iShares S&P 500 Growth ETF

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M
Name Market Value Shares Shares
Change
Shares
Change %
JC
126
JB Capital
Connecticut
$19.6M 286,640 +283,638 +9,448%
FHC
127
First Heartland Consultants
Missouri
$19.6M 285,922 +95,362 +50%
KL
128
KWMG LLC
Kansas
$19.4M 283,113 +1,510 +0.5%
DSA
129
Droms Strauss Advisors
Missouri
$19.3M 281,519 +683 +0.2%
CFA
130
Cahill Financial Advisors
Minnesota
$18.9M 276,257 -5,207 -2%
GIA
131
GHP Investment Advisors
Colorado
$18.4M 262,980 -4,920 -2%
HF
132
Halpern Financial
Virginia
$18.3M 268,194 -362 -0.1%
SFI
133
SPC Financial Inc
Maryland
$18.1M 264,398 -3,486 -1%
SEI Investments
134
SEI Investments
Pennsylvania
$17.8M 260,635 -6,758 -3%
SWP
135
ShoreHaven Wealth Partners
New Jersey
$17.3M 252,414 +38,757 +18%
SC
136
Saiph Capital
New Jersey
$17.1M 250,367 +3,366 +1%
AAS
137
Ameritas Advisory Services
Nebraska
$17.1M 247,614 +116,786 +89%
BEC
138
Blue Edge Capital
Virginia
$17M 248,488 -6,670 -3%
PIA
139
Powell Investment Advisors
Florida
$16.8M 244,647 +1,358 +0.6%
JWCA
140
J.W. Cole Advisors
Florida
$15.7M 229,576 +8,418 +4%
WWM
141
Western Wealth Management
Colorado
$15.7M 229,483 +6,320 +3%
AIA
142
Alera Investment Advisors
Illinois
$15.7M 229,103 -14,723 -6%
LF
143
Lee Financial
Texas
$15.6M 228,121 +47,065 +26%
UB
144
UMB Bank
Missouri
$15.6M 228,566 +281 +0.1%
MMA
145
Miracle Mile Advisors
California
$15.5M 226,869 -21,293 -9%
CAG
146
Csenge Advisory Group
Florida
$15M 219,757 +41,215 +23%
WP
147
WealthSource Partners
California
$15M 219,713 +178,489 +433%
ISWM
148
Independent Solutions Wealth Management
New York
$14.7M 214,418 +8,119 +4%
IFS
149
Ifrah Financial Services
Arkansas
$14.5M 212,157 +2,198 +1%
FWP
150
FAS Wealth Partners
Kansas
$14.4M 211,109 -7,000 -3%