IVW icon

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 %
UBV
276
United Bank (Virginia)
Virginia
$9.02M +$3.79M +44,941 +73%
FFA
277
Farther Finance Advisors
California
$9.02M +$4.86M +57,429 +117%
WP
278
WealthShield Partners
North Carolina
$8.92M +$3.27M +38,732 +58%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$8.86M +$1.37M +16,165 +18%
BWM
280
BKM Wealth Management
Wisconsin
$8.85M +$201K +2,375 +2%
PBO
281
Peoples Bank (Ohio)
Ohio
$8.82M -$825K -9,772 -9%
Legacy Financial Group (Iowa)
282
Legacy Financial Group (Iowa)
Iowa
$8.81M +$8.81M +104,334 New
FFBTD
283
First Financial Bank - Trust Division
Ohio
$8.77M -$116K -1,378 -1%
HSBC Holdings
284
HSBC Holdings
United Kingdom
$8.74M -$3.09M -36,600 -26%
TF
285
Trek Financial
Arizona
$8.7M +$5.45M +64,574 +168%
HW
286
Hancock Whitney
Mississippi
$8.69M +$1.39M +16,414 +19%
LFAS
287
Level Four Advisory Services
Texas
$8.67M
SC
288
Savant Capital
Illinois
$8.55M -$1.22M -14,446 -12%
KWM
289
Keebeck Wealth Management
Illinois
$8.52M +$3.47M +41,050 +69%
GVAG
290
Great Valley Advisor Group
Delaware
$8.52M -$443K -5,242 -5%
Brown Advisory
291
Brown Advisory
Maryland
$8.49M -$28K -332 -0.3%
SWA
292
Stratos Wealth Advisors
Ohio
$8.48M +$2.2M +26,083 +35%
TIAA Trust, National Association
293
TIAA Trust, National Association
North Carolina
$8.43M +$22.4K +265 +0.3%
CWS
294
Cypress Wealth Services
California
$8.42M +$3.71M +43,982 +79%
SQA
295
Simon Quick Advisors
New Jersey
$8.26M +$255K +3,019 +3%
GIM
296
Goelzer Investment Management
Indiana
$8.24M -$5.05M -59,844 -38%
AG
297
Ascent Group
Virginia
$8.22M +$7.01M +83,017 +577%
TWM
298
TSA Wealth Management
Texas
$8.22M +$3.77M +44,622 +85%
KDA
299
Kraft Davis & Associates
Missouri
$8.06M -$528K -6,232 -6%
WFA
300
Wellspring Financial Advisors
Ohio
$8.06M -$501K -5,936 -6%