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iShares S&P 500 Growth ETF

1,252 hedge funds and large institutions have $19.8B invested in iShares S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 388 increasing their positions, 493 reducing their positions, and 65 closing their positions.

Holders
1,252
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
20.04%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.55%
New
91
Increased
388
Reduced
493
Closed
65
Calls
$12.1M
Puts
$648K
Net Calls
+$11.5M
Net Calls Change
+$3.13M
Name Market Value Shares Shares
Change
Shares
Change %
WJA
151
Willis Johnson & Associates
Texas
$12.1M 189,214 -9,088 -5%
SWP
152
ShoreHaven Wealth Partners
New Jersey
$12.1M 188,910 -42,099 -18%
BPA
153
Beacon Pointe Advisors
California
$12M 187,431 -12,529 -6%
BFA
154
BBJS Financial Advisors
Washington
$11.8M 185,179 +24,512 +15%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$11.7M 182,800 +133,700 +272%
IF
156
Ironwood Financial
Arizona
$11.2M 175,177 -782 -0.4%
SS
157
Sunbelt Securities
Texas
$11.1M 175,784 +13,060 +8%
CFG
158
Citizens Financial Group
Rhode Island
$10.9M 170,170 -14 -0%
TCM
159
Traynor Capital Management
Pennsylvania
$10.5M 165,076 -6,533 -4%
CPSC
160
Carl P. Sherr & Co
Massachusetts
$10.5M 164,653 +5,079 +3%
PGFC
161
Peapack-Gladstone Financial Corp
New Jersey
$10.4M 162,937 -9,407 -5%
PCTC
162
Perkins Coie Trust Company
Washington
$10.4M 162,423 -9,082 -5%
SFA
163
Sequoia Financial Advisors
Ohio
$10.4M 162,394 +51 +0%
IW
164
Instrumental Wealth
Florida
$10.3M 161,953 +161,953 New
BZWA
165
Blue Zone Wealth Advisors
California
$10.3M 160,614 -63,533 -28%
AIM
166
Acropolis Investment Management
Missouri
$10.2M 160,307 -2,592 -2%
SWM
167
Spire Wealth Management
Virginia
$10.2M 159,420 +86,856 +120%
TFCP
168
Twin Focus Capital Partners
Massachusetts
$10.1M 158,015 +800 +0.5%
SFP
169
Sterling Financial Planning
New Jersey
$10.1M 157,576 +13,849 +10%
LF
170
Lee Financial
Texas
$10M 156,988 +973 +0.6%
CS
171
Comerica Securities
Michigan
$10M 156,496 -64,113 -29%
SPIA
172
Steward Partners Investment Advisory
New York
$9.93M 155,405 +28,817 +23%
CAL
173
Capital Advisors Ltd
Ohio
$9.67M 151,311 +1,549 +1%
DIP
174
DT Investment Partners
Pennsylvania
$9.62M 148,420
BWA
175
BDO Wealth Advisors
Florida
$9.6M 150,182 -1,192 -0.8%