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iShares Core S&P US Growth ETF

678 hedge funds and large institutions have $14.1B invested in iShares Core S&P US Growth ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+40
Holders Change %
+6.27%
% of All Funds
9.86%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
88
Increased
226
Reduced
203
Closed
40
Calls
$523K
Puts
$408K
Net Calls
+$115K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
351
SeaCrest Wealth Management
New York
$662K +$190K +1,493 +40%
WPP
352
Whalerock Point Partners
Rhode Island
$661K
CFO
353
Collective Family Office
Pennsylvania
$657K -$31.2K -245 -5%
Empower Advisory Group
354
Empower Advisory Group
Colorado
$656K +$82.7K +649 +14%
HPM
355
Hoxton Planning & Management
West Virginia
$651K +$26.6K +209 +4%
CL
356
Choreo LLC
Illinois
$646K +$81.5K +635 +14%
NRI
357
NFP Retirement Inc
California
$642K -$7.01K -55 -1%
MFA
358
Millington Financial Advisors
Illinois
$640K +$255 +2 +0%
BSI
359
Bennett Selby Investments
Maine
$637K
FAM
360
Forte Asset Management
New York
$637K
TPWA
361
TRUE Private Wealth Advisors
Oregon
$630K -$7.52K -59 -1%
SA
362
SpiderRock Advisors
Delaware
$625K
MPW
363
Melone Private Wealth
Michigan
$618K
LRIA
364
Leonard Rickey Investment Advisors
Washington
$616K -$21.5K -169 -3%
BFA
365
Beaumont Financial Advisors
Massachusetts
$612K
LFA
366
Legacy Financial Advisors
Kentucky
$612K
ASN
367
Advisory Services Network
Georgia
$608K -$62K -486 -9%
TPWM
368
Twelve Points Wealth Management
Massachusetts
$607K +$254K +1,995 +72%
SCA
369
St. Clair Advisors
Ohio
$606K -$122K -954 -17%
MWS
370
Maxwell Wealth Strategies
California
$604K
FFP
371
FourThought Financial Partners
Florida
$601K -$32.8K -257 -5%
OWA
372
Octavia Wealth Advisors
Ohio
$598K -$69.5K -545 -10%
MAM
373
Madison Asset Management
Wisconsin
$593K -$73K -573 -11%
GWCM
374
Godshalk Welsh Capital Management
Pennsylvania
$588K
SCM
375
SOL Capital Management
Maryland
$581K