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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 %
BPA
151
Beacon Pointe Advisors
California
$17M 226,264 -316,060 -58%
AIA
152
Alera Investment Advisors
Illinois
$17M 226,222 -2,881 -1%
MMA
153
Miracle Mile Advisors
California
$16.9M 225,102 -1,767 -0.8%
UB
154
UMB Bank
Missouri
$16.7M 222,336 -6,230 -3%
SPC
155
Sigma Planning Corp
Michigan
$16.6M 220,694 -228,445 -51%
IFS
156
Ifrah Financial Services
Arkansas
$16M 213,340 +1,183 +0.6%
ISWM
157
Independent Solutions Wealth Management
New York
$15.9M 211,818 -2,600 -1%
SWM
158
Spire Wealth Management
Virginia
$15.6M 201,322 +15,270 +8%
TW
159
Transform Wealth
Colorado
$15.6M 207,635 -2,447 -1%
FWP
160
FAS Wealth Partners
Kansas
$15.5M 206,975 -4,134 -2%
CAM
161
Cresset Asset Management
Illinois
$15.3M 203,441 -3,153 -2%
GIA
162
Gladstone Institutional Advisory
Florida
$14.8M 197,566 -12,054 -6%
AWM
163
Avior Wealth Management
Nebraska
$14.8M 197,475 -1,719 -0.9%
MC
164
McMorgan & Co
California
$14.8M 197,281 -11,589 -6%
ECM
165
Evergreen Capital Management
Washington
$14.5M 193,300 +3,280 +2%
AFC
166
Adaptive Financial Consulting
Ohio
$14.5M 192,808 -2,450 -1%
SFA
167
Sequoia Financial Advisors
Ohio
$14.3M 190,820 +32,478 +21%
GPA
168
Guidance Point Advisors
Massachusetts
$14.3M 190,559 -2,444 -1%
RA
169
Rodgers & Associates
Pennsylvania
$14.3M 190,587 -5,005 -3%
CFB
170
Cullen/Frost Bankers
Texas
$14.3M 189,913 -8,957 -5%
SS
171
Sunbelt Securities
Texas
$14.3M 189,792 -806 -0.4%
PCIA
172
Prime Capital Investment Advisors
Kansas
$14.2M 189,391 +54,078 +40%
AWM
173
Avitas Wealth Management
California
$14.2M 189,093 +673 +0.4%
SPIA
174
Steward Partners Investment Advisory
New York
$13.9M 185,579 +2,297 +1%
FAIM
175
Financial Advocates Investment Management
Washington
$13.9M 183,775 -32,368 -15%