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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 %
PSP
126
Principal Street Partners
Tennessee
$20.8M 277,297 -273,939 -50%
DSA
127
Droms Strauss Advisors
Missouri
$20.6M 273,945 -7,574 -3%
Cerity Partners
128
Cerity Partners
New York
$20.2M 269,394 +117,112 +77%
CFA
129
Cahill Financial Advisors
Minnesota
$19.9M 264,897 -11,360 -4%
LF
130
Lee Financial
Texas
$19.7M 261,763 +33,642 +15%
SFI
131
SPC Financial Inc
Maryland
$19.5M 259,590 -4,808 -2%
GIA
132
GHP Investment Advisors
Colorado
$19.3M 257,233 -5,747 -2%
SWP
133
ShoreHaven Wealth Partners
New Jersey
$19.2M 255,871 +3,457 +1%
BEC
134
Blue Edge Capital
Virginia
$19.2M 255,797 +7,309 +3%
Corient Private Wealth
135
Corient Private Wealth
Florida
$19.1M 254,425 -320,614 -56%
DAM
136
Derbend Asset Management
Georgia
$19M 252,828 +105,363 +71%
SC
137
Saiph Capital
New Jersey
$19M 252,402 +2,035 +0.8%
SEI Investments
138
SEI Investments
Pennsylvania
$18.9M 251,113 -9,522 -4%
AI
139
Atria Investments
North Carolina
$18.8M 250,703 +75,795 +43%
HF
140
Halpern Financial
Virginia
$18.8M 255,994 -12,200 -5%
CIA
141
Concurrent Investment Advisors
Florida
$18.7M 248,589 +248,589 New
PIA
142
Powell Investment Advisors
Florida
$18.7M 248,581 +3,934 +2%
WP
143
WealthSource Partners
California
$18.6M 247,977 +28,264 +13%
PSCM
144
Per Stirling Capital Management
Texas
$18.3M 243,569 -106,349 -30%
JWCA
145
J.W. Cole Advisors
Florida
$18M 239,799 +10,223 +4%
WWM
146
Western Wealth Management
Colorado
$17.7M 235,158 +5,675 +2%
PW
147
Peninsula Wealth
California
$17.5M 232,779 +131,709 +130%
CAG
148
Csenge Advisory Group
Florida
$17.2M 229,655 +9,898 +5%
IWC
149
Integrated Wealth Concepts
Massachusetts
$17.1M 227,879 +78,478 +53%
RFM
150
Royal Fund Management
Florida
$17M 226,528 +56,029 +33%