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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 %
EIP
351
Ellis Investment Partners
Pennsylvania
$5.82M -$21.5K -255 -0.4%
LSA
352
Lansing Street Advisors
Pennsylvania
$5.79M +$1.55M +18,370 +37%
FNBT
353
FineMark National Bank & Trust
Florida
$5.72M -$107K -1,273 -2%
RPGK
354
Retirement Planning Group (Kansas)
Kansas
$5.7M +$497K +5,882 +10%
RFM
355
Royal Fund Management
Florida
$5.68M -$13.4M -159,217 -70%
AI
356
Arvest Investments
Arkansas
$5.67M -$91.9K -1,088 -2%
AWP
357
Ascent Wealth Partners
New York
$5.64M +$24.1K +285 +0.4%
TNBTD
358
Trustmark National Bank Trust Department
Mississippi
$5.63M
SC
359
Sapient Capital
Indiana
$5.6M +$363K +4,293 +7%
CWAG
360
Compton Wealth Advisory Group
Virginia
$5.58M -$7.6K -90 -0.1%
LWM
361
Liberty Wealth Management
California
$5.54M -$828K -9,836 -13%
GFP
362
Gryphon Financial Partners
Ohio
$5.51M -$74.1K -877 -1%
WP
363
WealthPLAN Partners
Nebraska
$5.41M +$963K +11,401 +22%
TFA
364
Tobias Financial Advisors
Florida
$5.41M -$49.7K -588 -0.9%
DL
365
DOHJ LLC
Washington
$5.38M +$99.2K +1,175 +2%
CWM
366
Cranbrook Wealth Management
Michigan
$5.37M -$107K -1,273 -2%
EDRIA
367
Edmonds Duncan Registered Investment Advisors
Kansas
$5.33M -$130K -1,541 -2%
SWM
368
SigFig Wealth Management
California
$5.31M +$3.29M +38,993 +163%
SEIA
369
Signature Estate & Investment Advisors
California
$5.3M +$253K +2,991 +5%
Marshall Wace
370
Marshall Wace
United Kingdom
$5.28M +$5.28M +62,536 New
NAG
371
Northstar Advisory Group
New Jersey
$5.25M +$5.25M +61,967 New
RWRC
372
R.W. Roge & Company
New York
$5.24M -$146K -1,723 -3%
PWA
373
Peterson Wealth Advisors
Utah
$5.24M +$1.27K +15 +0%
CRC
374
Curi RMB Capital
Illinois
$5.23M +$121K +1,428 +2%
GT
375
Glenmede Trust
Pennsylvania
$5.23M