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iShares S&P 500 Growth ETF

1,587 hedge funds and large institutions have $32.3B invested in iShares S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+46
Holders Change %
+2.99%
% of All Funds
23.01%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
142
Increased
573
Reduced
572
Closed
71
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$11.9M -$107K -1,271 -0.9%
IW
227
Instrumental Wealth
Florida
$11.9M -$1.62M -18,325 -12%
GRP
228
Global Retirement Partners
California
$11.9M +$1.36M +16,150 +13%
AWM
229
Avitas Wealth Management
California
$11.9M -$4.1M -48,608 -26%
WJA
230
Willis Johnson & Associates
Texas
$11.9M -$1.26M -14,943 -10%
PCIA
231
Prime Capital Investment Advisors
Kansas
$11.8M -$4.15M -49,205 -26%
GWAM
232
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.7M -$749K -8,872 -6%
PCTC
233
Perkins Coie Trust Company
Washington
$11.7M -$577K -6,828 -5%
William Blair & Company
234
William Blair & Company
Illinois
$11.5M +$159K +1,882 +1%
FHA
235
First Horizon Advisors
Tennessee
$11.3M +$2.9M +34,311 +34%
CFGS
236
Concourse Financial Group Securities
Alabama
$11.3M +$7.11M +84,257 +170%
JIC
237
Johnson Investment Counsel
Ohio
$11.2M +$14K +166 +0.1%
PWA
238
Physician Wealth Advisors
Utah
$11.2M +$7.24M +87,828 +185%
JWA
239
JFS Wealth Advisors
Pennsylvania
$11.1M -$214K -2,537 -2%
TCM
240
Traynor Capital Management
Pennsylvania
$11.1M +$168K +1,992 +2%
FFN
241
Focus Financial Network
Minnesota
$11.1M -$924K -11,392 -8%
BZWA
242
Blue Zone Wealth Advisors
California
$11M -$404K -4,785 -4%
HFW
243
Horizon Family Wealth
Illinois
$11M -$400K -4,732 -4%
CA
244
Centerpoint Advisors
Massachusetts
$10.9M -$288K -3,405 -3%
Natixis Advisors
245
Natixis Advisors
Massachusetts
$10.9M +$2.04M +24,215 +23%
NB
246
Nicolet Bankshares
Wisconsin
$10.8M +$122K +1,446 +1%
HFA
247
High Falls Advisors
New York
$10.8M +$3.23M +38,224 +43%
TC
248
TownSquare Capital
Utah
$10.7M +$4.68M +55,424 +78%
ATC
249
Argent Trust Co
Tennessee
$10.2M -$54K -640 -0.5%
MA
250
Mutual Advisors
Nebraska
$10.1M +$363K +4,298 +4%