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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 %
EWA
326
Exencial Wealth Advisors
Oklahoma
$7.04M -$658K -7,792 -9%
SWC
327
Spectrum Wealth Counsel
Indiana
$6.98M -$7.68K -91 -0.1%
PFP
328
Pinnacle Financial Partners
Tennessee
$6.98M +$645K +7,639 +10%
SCG
329
Sonata Capital Group
Washington
$6.97M -$143K -1,688 -2%
MFA
330
Mayflower Financial Advisors
Massachusetts
$6.95M +$2.28M +26,946 +49%
GF
331
Gimbal Financial
Indiana
$6.94M -$7.21M -85,429 -51%
PL
332
Polianta Ltd
Jersey
$6.88M +$6.88M +81,500 New
HI
333
Harbour Investments
Wisconsin
$6.82M +$1.21M +14,318 +22%
GWMR
334
GC Wealth Management RIA
Massachusetts
$6.74M +$5.78M +68,430 +603%
RIA
335
Regal Investment Advisors
Michigan
$6.64M +$2.61M +30,951 +65%
Franklin Resources
336
Franklin Resources
California
$6.62M -$178K -2,110 -3%
COCM
337
Charter Oak Capital Management
New Hampshire
$6.54M -$366K -4,338 -5%
FMN
338
Financial Management Network
California
$6.47M -$207K -2,496 -3%
SL
339
SWMG LLC
Texas
$6.43M +$3.79M +44,909 +144%
BHWM
340
Bay Harbor Wealth Management
Maryland
$6.42M +$4.02M +47,566 +167%
BSW
341
Buckingham Strategic Wealth
Missouri
$6.4M -$157K -1,864 -2%
FAM
342
Family Asset Management
South Carolina
$6.35M -$49K -580 -0.8%
VC
343
Vestor Capital
Illinois
$6.34M -$74.4K -881 -1%
PWAC
344
Private Wealth Advisors (California)
California
$6.21M -$293K -3,469 -5%
AG
345
AlTi Global
New York
$6.2M +$16.8K +199 +0.3%
SEM
346
Strategic Equity Management
Arizona
$6.16M +$76.3K +904 +1%
FAM
347
Frontier Asset Management
Wyoming
$6.02M -$852K -10,090 -12%
CI
348
Conning Inc
Connecticut
$6M +$25.4K +301 +0.4%
AL
349
ACAS LLC
California
$6M -$69.2K -820 -1%
CWM
350
Cahaba Wealth Management
Georgia
$5.87M -$86.6K -1,025 -1%