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iShares S&P 500 Growth ETF

1,588 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 143 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,588
Holders Change
+47
Holders Change %
+3.05%
% of All Funds
23.02%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
143
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 %
SWMP
301
Signature Wealth Management Partners
New Jersey
$8.05M -$85.3K -1,010 -1%
CCM
302
Coldstream Capital Management
Washington
$8.05M +$381K +4,516 +5%
PWM
303
Perigon Wealth Management
California
$8.05M +$5.33M +63,070 +195%
BFG
304
Bleakley Financial Group
New Jersey
$8.02M +$302K +3,580 +4%
AWM
305
Apollon Wealth Management
South Carolina
$8.01M +$629K +7,455 +9%
BAM
306
Belpointe Asset Management
Nevada
$8M +$3.72M +43,997 +87%
FP
307
Financial Perspectives
Minnesota
$7.94M +$263K +3,114 +3%
NP
308
NorthRock Partners
Minnesota
$7.87M +$972K +11,517 +14%
GWM
309
Geneos Wealth Management
Colorado
$7.87M +$17.1K +203 +0.2%
CG
310
Cutler Group
California
$7.85M +$7.85M +93,001 New
IA
311
IFP Advisors
Florida
$7.85M -$18.1M -213,833 -70%
KWM
312
KFG Wealth Management
Indiana
$7.83M -$341K -4,041 -4%
AC
313
Avestar Capital
New York
$7.71M +$7.71M +91,253 New
DADC
314
D.A. Davidson & Co
Montana
$7.63M -$290K -3,437 -4%
SIAS
315
Summit Investment Advisory Services
Minnesota
$7.48M -$218K -2,586 -3%
RWS
316
Resolute Wealth Strategies
Mississippi
$7.45M -$3.14M -37,202 -30%
RFA
317
Rollins Financial Advisors
New York
$7.38M -$1.11M -13,104 -13%
HSWS
318
Higgins & Schmidt Wealth Strategies
Colorado
$7.36M -$107K -1,270 -1%
EFG
319
Ethos Financial Group
Pennsylvania
$7.35M +$17.1K +202 +0.2%
ABC
320
Associated Banc-Corp
Wisconsin
$7.35M +$176K +2,090 +2%
SL
321
Sentinus LLC
Illinois
$7.29M +$7.29M +86,308 New
EPA
322
Element Pointe Advisors
Florida
$7.24M
TFG
323
Tilson Financial Group
New Jersey
$7.12M -$164K -1,946 -2%
WSFS
324
Wilmington Savings Fund Society
Delaware
$7.06M +$7.06M +83,642 New
MFG
325
Midwest Financial Group
Kansas
$7.05M +$2.65M +31,339 +60%