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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 %
SWAG
126
Spectrum Wealth Advisory Group
California
$6.49M -$122K -957 -2%
Mariner
127
Mariner
Kansas
$6.37M +$82K +643 +1%
Two Sigma Investments
128
Two Sigma Investments
New York
$6.26M +$1.85M +14,500 +42%
AWM
129
AE Wealth Management
Kansas
$5.99M +$5.41M +42,418 +931%
CCM
130
Coldstream Capital Management
Washington
$5.65M -$428K -3,354 -7%
1WM
131
1900 Wealth Management
Texas
$5.61M -$2.77M -21,702 -33%
WHG
132
Westwood Holdings Group
Texas
$5.59M -$1.1M -8,664 -16%
RWA
133
Redhawk Wealth Advisors
Minnesota
$5.29M +$4.2M +32,946 +384%
FFG
134
Foundry Financial Group
New Hampshire
$5.24M -$453K -3,553 -8%
Lido Advisors
135
Lido Advisors
California
$5.1M -$209K -1,638 -4%
IA
136
IFG Advisory
Georgia
$5.01M +$1.37M +10,781 +38%
TPCW
137
TD Private Client Wealth
New York
$4.94M +$754K +5,917 +18%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$4.93M +$347K +2,722 +8%
US Bancorp
139
US Bancorp
Minnesota
$4.79M -$19.5K -153 -0.4%
AWM
140
Able Wealth Management
New Jersey
$4.74M +$43K +337 +0.9%
IAS
141
Investment Advisory Services
Texas
$4.71M +$266K +2,083 +6%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$4.65M -$216K -1,693 -4%
CCM
143
Colorado Capital Management
Colorado
$4.63M -$237K -1,860 -5%
RA
144
RFG Advisory
Alabama
$4.6M -$85.8K -673 -2%
RCS
145
Retirement Capital Strategies
California
$4.49M +$4.49M +35,244 New
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$4.46M -$2.25M -17,667 -34%
WPWM
147
Windward Private Wealth Management
Kansas
$4.36M -$369K -2,897 -8%
CA
148
Cornerstone Advisory
Maryland
$4.35M +$175K +1,371 +4%
SFPG
149
Stonebridge Financial Planning Group
Florida
$4.21M -$60.9K -478 -1%
AAS
150
Ameritas Advisory Services
Nebraska
$4.17M +$306K +2,401 +8%