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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 %
EFG
251
Ehrlich Financial Group
California
$10.1M +$1.78M +21,075 +22%
EWM
252
EPG Wealth Management
Georgia
$10M -$126K -1,493 -1%
IC
253
IEQ Capital
California
$9.96M +$203K +2,408 +2%
TFCP
254
Twin Focus Capital Partners
Massachusetts
$9.96M
RWM
255
RKL Wealth Management
Pennsylvania
$9.92M -$107K -1,266 -1%
OAP
256
One Advisory Partners
Kansas
$9.9M +$4.91M +58,126 +98%
WGC
257
Watts Gwilliam & Co
Arizona
$9.87M +$9.87M +115,763 New
WAL
258
W Advisors LLC
Tennessee
$9.85M +$275K +3,253 +3%
FCC
259
Florin Court Capital
United Kingdom
$9.68M -$3.19M -37,800 -25%
PFG
260
Pacific Financial Group
Washington
$9.58M -$130K -1,537 -1%
BC
261
Barrett & Company
Rhode Island
$9.57M +$106K +1,250 +1%
PFG
262
PAX Financial Group
Texas
$9.56M +$9.56M +113,170 New
BRWA
263
B. Riley Wealth Advisors
Florida
$9.54M +$1.33M +19,321 +16%
AllianceBernstein
264
AllianceBernstein
Tennessee
$9.53M +$1.99M +23,517 +26%
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$9.47M -$400K -4,732 -4%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$9.43M +$676 +8 +0%
ATPW
267
Ashton Thomas Private Wealth
Arizona
$9.4M +$1.26M +14,893 +15%
AAS
268
Asset Allocation Strategies
Michigan
$9.35M -$51.7K -612 -0.5%
EWA
269
EP Wealth Advisors
California
$9.29M -$384K -4,553 -4%
FTS
270
Fifth Third Securities
Ohio
$9.26M -$1.89M -22,413 -17%
KPWS
271
Kestra Private Wealth Services
Texas
$9.21M +$2.17M +25,711 +31%
KFSC
272
Keystone Financial Services (Colorado)
Colorado
$9.15M +$4.48M +53,029 +96%
HCM
273
Howard Capital Management
Georgia
$9.11M +$103K +1,215 +1%
YIA
274
YHB Investment Advisors
Connecticut
$9.07M -$531K -6,286 -6%
BFM
275
Broadview Financial Management
Wisconsin
$9.05M -$44.2K -523 -0.5%