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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 %
AC
501
AWM Capital
Arizona
$230K
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$229K -$252K
MHIC
503
Marble Harbor Investment Counsel
Massachusetts
$229K
HWMA
504
Heritage Wealth Management (Arizona)
Arizona
$228K
HFO
505
Heritage Family Offices
Arizona
$228K +$228K +1,785 New
OAM
506
Oak Asset Management
California
$225K +$225K +1,766 New
FMWA
507
Forvis Mazars Wealth Advisors
Missouri
$224K
EFG
508
Ehrlich Financial Group
California
$223K -$91.8K -720 -29%
RWM
509
Ritholtz Wealth Management
New York
$222K +$222K +1,740 New
VP
510
Verum Partners
North Carolina
$220K
CWM
511
Collaborative Wealth Management
Florida
$219K
HGERS
512
Householder Group Estate & Retirement Specialist
Arizona
$219K +$9.53K +75 +5%
NEPWA
513
New England Private Wealth Advisors
Massachusetts
$219K +$219K +1,716 New
UAG
514
United Advisor Group
Ohio
$219K +$219K +1,714 New
PCG
515
Prosperity Consulting Group
Maryland
$218K -$255 -2 -0.1%
CRWM
516
Castle Rock Wealth Management
California
$218K +$218K +1,694 New
BO
517
Bank OZK
Arkansas
$217K +$217K +1,706 New
CRI
518
Colonial River Investments
Virginia
$217K -$6.37K -50 -3%
AWM
519
Axxcess Wealth Management
California
$217K +$217K +1,703 New
SP
520
Stonebrook Private
Michigan
$215K +$215K +1,687 New
SDWMA
521
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K +$215K +1,686 New
RRA
522
Round Rock Advisors
Connecticut
$209K +$209K +1,636 New
CA
523
Continuum Advisory
Idaho
$207K +$207K +1,624 New
SI
524
Stephens Inc
Arkansas
$206K +$206K +1,614 New
EWM
525
Elevatus Welath Management
New York
$204K +$204K +1,604 New