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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 %
WAM
526
Weatherly Asset Management
California
$204K +$204K +1,602 New
MPWT
527
MassMutual Private Wealth & Trust
Connecticut
$204K
MIA
528
MainStreet Investment Advisors
Illinois
$204K +$204K +1,600 New
AWM
529
Apollon Wealth Management
South Carolina
$203K -$282K -2,213 -58%
PWP
530
Private Wealth Partners
California
$202K +$202K +1,588 New
KLI
531
Kelman-Lazarov Inc
Tennessee
$202K +$202K +1,588 New
CCA
532
Cobblestone Capital Advisors
New York
$202K +$202K +1,586 New
STA
533
Summit Trail Advisors
New York
$202K +$202K +1,584 New
GCWM
534
Graham Capital Wealth Management
District of Columbia
$202K +$202K +1,583 New
VCA
535
Verdence Capital Advisors
Maryland
$202K +$202K +1,582 New
CAG
536
Csenge Advisory Group
Florida
$201K -$3.47M -27,237 -95%
RIA
537
Regal Investment Advisors
Michigan
$201K -$52.4K -411 -21%
AC
538
Abbrea Capital
California
$201K +$201K +1,580 New
ACM
539
Advisors Capital Management
New Jersey
$200K +$200K +1,570 New
CA
540
Centerpoint Advisors
Massachusetts
$195K
DIP
541
DT Investment Partners
Pennsylvania
$195K
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$192K -$31.4K -246 -14%
BC
543
Barrett & Company
Rhode Island
$192K +$127 +1 +0.1%
SMA
544
Sage Mountain Advisors
Georgia
$189K
TIM
545
Tortoise Investment Management
New York
$183K
IA
546
IFP Advisors
Florida
$178K -$52K -408 -23%
BA
547
Ballast Advisors
Minnesota
$178K
FHA
548
First Horizon Advisors
Tennessee
$168K -$7.14K -56 -4%
CAL
549
Capital Analysts LLC
Pennsylvania
$165K -$61.6K -483 -27%
IFAM
550
Institutional & Family Asset Management
Colorado
$163K