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iShares S&P 500 Growth ETF

1,399 hedge funds and large institutions have $23.6B invested in iShares S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 455 increasing their positions, 463 reducing their positions, and 61 closing their positions.

Holders
1,399
Holders Change
+64
Holders Change %
+4.79%
% of All Funds
22.31%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.66%
New
140
Increased
455
Reduced
463
Closed
61
Calls
$16.3M
Puts
$1.81M
Net Calls
+$14.4M
Net Calls Change
-$26.3M
Name Market Value Shares Shares
Change
Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$9.55M 139,600 -5,300 -4%
BRWA
202
B. Riley Wealth Advisors
Florida
$9.54M 138,965 +47,267 +52%
JWA
203
JFS Wealth Advisors
Pennsylvania
$9.47M 138,373 -2,884 -2%
BZWA
204
Blue Zone Wealth Advisors
California
$9.46M 138,296 -1,594 -1%
CA
205
Centerpoint Advisors
Massachusetts
$9.3M 135,990 -2,378 -2%
PCIA
206
Prime Capital Investment Advisors
Kansas
$9.26M 135,313 +925 +0.7%
GRP
207
Global Retirement Partners
California
$9.25M 135,246 +31,682 +31%
LIA
208
LBMC Investment Advisors
Tennessee
$9.24M 136,203 -2,370 -2%
FBA
209
Front Barnett Associates
Illinois
$9.2M 134,418 -1,915 -1%
William Blair & Company
210
William Blair & Company
Illinois
$9.17M 134,084 +9,488 +8%
JIC
211
Johnson Investment Counsel
Ohio
$9.12M 133,270 -453 -0.3%
NB
212
Nicolet Bankshares
Wisconsin
$9.11M 133,114 -4,907 -4%
WANY
213
Wealthspire Advisors (New York)
New York
$9.04M 132,188 +1,193 +0.9%
Prudential Financial
214
Prudential Financial
New Jersey
$9.04M 132,167 +79,301 +150%
HFW
215
Horizon Family Wealth
Illinois
$9M 131,488 +37,924 +41%
CI
216
CX Institutional
Indiana
$8.92M 130,354 -6,825 -5%
YIA
217
YHB Investment Advisors
Connecticut
$8.69M 127,075
RWS
218
Resolute Wealth Strategies
Mississippi
$8.61M 125,807 -2,669 -2%
CFA
219
Camarda Financial Advisors
Florida
$8.58M 125,441 -55 -0%
AAS
220
Asset Allocation Strategies
Michigan
$8.5M 124,299 +6,810 +6%
BCM
221
Brookstone Capital Management
Illinois
$8.49M 123,551 +43,728 +55%
KOC
222
Koss-Olinger Consulting
Florida
$8.47M 123,830 -106 -0.1%
MPW
223
MA Private Wealth
California
$8.36M 122,230 +122,230 New
FAN
224
Financial Advisors Network
California
$8.36M 122,168 +122,168 New
FTS
225
Fifth Third Securities
Ohio
$8.28M 120,588 -1,694 -1%