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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
MA
176
Mutual Advisors
Nebraska
$9.58M +$3.33M +52,166 +53%
GL
177
Graypoint LLC
New York
$9.55M -$112K -1,747 -1%
GWAM
178
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.36M +$1.18M +18,511 +14%
JWA
179
JFS Wealth Advisors
Pennsylvania
$9.19M -$64.4K -1,008 -0.7%
CA
180
Centerpoint Advisors
Massachusetts
$9M -$56K -877 -0.6%
CFO
181
Callan Family Office
Pennsylvania
$8.94M +$398K +6,232 +5%
LIA
182
LBMC Investment Advisors
Tennessee
$8.9M -$294K -4,594 -3%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$8.88M +$263K +2,673 +3%
FBA
184
Front Barnett Associates
Illinois
$8.86M +$249K +3,890 +3%
NB
185
Nicolet Bankshares
Wisconsin
$8.84M +$51.1K +800 +0.6%
RF
186
Rollins Financial
Georgia
$8.71M -$1.73M -27,129 -17%
NA
187
NewEdge Advisors
Louisiana
$8.58M -$2.44M -38,315 -22%
JIC
188
Johnson Investment Counsel
Ohio
$8.56M -$28.3K -443 -0.3%
WANY
189
Wealthspire Advisors (New York)
New York
$8.44M +$709K +11,102 +9%
William Blair & Company
190
William Blair & Company
Illinois
$8.3M -$442K -6,913 -5%
RSWM
191
Robertson Stephens Wealth Management
California
$8.29M -$940K -14,709 -10%
LNWWM
192
Laird Norton Wetherby Wealth Management
California
$8.28M
LWA
193
LWS Wealth Advisors
New Jersey
$8.27M -$636K -9,959 -7%
RWS
194
Resolute Wealth Strategies
Mississippi
$8.23M +$8.23M +128,840 New
KWM
195
KFG Wealth Management
Indiana
$8.13M +$8.13M +125,631 New
YIA
196
YHB Investment Advisors
Connecticut
$8.1M +$300K +4,699 +4%
CFB
197
Cullen/Frost Bankers
Texas
$8.09M -$90.1K -1,410 -1%
SQA
198
Simon Quick Advisors
New Jersey
$7.94M -$6.79M -106,269 -46%
PWAG
199
Polaris Wealth Advisory Group
California
$7.93M +$7.93M +124,131 New
KOC
200
Koss-Olinger Consulting
Florida
$7.85M +$656K +10,261 +9%