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iShares S&P 500 Growth ETF

1,189 hedge funds and large institutions have $17.4B invested in iShares S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 410 increasing their positions, 413 reducing their positions, and 70 closing their positions.

Holders
1,189
Holders Change
-15
Holders Change %
-1.25%
% of All Funds
20.56%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.47%
New
70
Increased
410
Reduced
413
Closed
70
Calls
$17.6M
Puts
$1.79M
Net Calls
+$15.8M
Net Calls Change
+$2.11M
Name Market Value Shares Shares
Change
Shares
Change %
EWA
201
EP Wealth Advisors
California
$6.67M 115,322 -9,094 -7%
PFG
202
Pacific Financial Group
Washington
$6.61M 114,325 -11,946 -9%
BFM
203
Broadview Financial Management
Wisconsin
$6.57M 113,556 -2,827 -2%
PS
204
Planned Solutions
California
$6.57M 113,495 +113,495 New
WAL
205
W Advisors LLC
Tennessee
$6.56M 113,406 -844 -0.7%
WFA
206
Wellspring Financial Advisors
Ohio
$6.56M 113,348 -953 -0.8%
PWAG
207
Polaris Wealth Advisory Group
California
$6.51M 112,569 +112,569 New
RFM
208
Royal Fund Management
Florida
$6.49M 112,159 -2,417 -2%
OIA
209
OneDigital Investment Advisors
Kansas
$6.41M 110,876 +4,687 +4%
BC
210
Barrett & Company
Rhode Island
$6.27M 107,158 +107,158 New
GWAM
211
Guardian Wealth Advisors (Minnesota)
Minnesota
$6.26M 108,283 +6,495 +6%
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$6.23M 107,629
HCM
213
Howard Capital Management
Georgia
$6.19M 107,090 -1,441 -1%
MIAN
214
Mariner Independent Advisor Network
Kansas
$6.19M 106,951 -12,547 -10%
PBO
215
Peoples Bank (Ohio)
Ohio
$6.1M 105,502 -5,692 -5%
IC
216
IEQ Capital
California
$6.1M 105,493 +231 +0.2%
PAG
217
Private Advisory Group
Washington
$6.07M 104,957 +3,108 +3%
Brown Advisory
218
Brown Advisory
Maryland
$6.05M 104,551 +6,711 +7%
CAM
219
Cresset Asset Management
Illinois
$5.95M 102,792 -18,682 -15%
TF
220
TIAA FSB
Florida
$5.83M 100,715 -587 -0.6%
CWM
221
Cahaba Wealth Management
Georgia
$5.8M 100,290 -1,088 -1%
APA
222
American Portfolios Advisors
New York
$5.73M 99,006 -4,284 -4%
CI
223
CX Institutional
Indiana
$5.7M 98,496 -26,146 -21%
AF
224
Advisornet Financial
Minnesota
$5.67M 98,072 +2,246 +2%
PCIA
225
Prime Capital Investment Advisors
Kansas
$5.65M 97,638 -5,726 -6%