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iShares S&P 500 Growth ETF

1,646 hedge funds and large institutions have $39.5B invested in iShares S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 645 increasing their positions, 520 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.94%
Holding in Top 10
188
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+23.68%
% of All Funds
2.73%
New
145
Increased
645
Reduced
520
Closed
63
Calls
$25.7M
Puts
$17.5M
Net Calls
+$8.21M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWC
351
Spectrum Wealth Counsel
Indiana
$7.65M +$3.33K +36 +0%
SCG
352
Sonata Capital Group
Washington
$7.58M -$59.3K -641 -0.8%
TWM
353
Tradition Wealth Management
Minnesota
$7.56M +$2.6M +28,124 +53%
MSAM
354
Moloney Securities Asset Management
Missouri
$7.55M +$6.98M +75,423 +1,231%
EWA
355
Exencial Wealth Advisors
Oklahoma
$7.48M -$234K -2,530 -3%
AF
356
Advisornet Financial
Minnesota
$7.46M +$3.95M +42,657 +112%
PFP
357
Pinnacle Financial Partners
Tennessee
$7.4M -$172K -1,883 -2%
WP
358
WealthPLAN Partners
Nebraska
$7.39M +$1.46M +15,729 +25%
GWMR
359
GC Wealth Management RIA
Massachusetts
$7.38M
RFA
360
Rollins Financial Advisors
New York
$7.35M -$734K -7,934 -9%
CI
361
Conning Inc
Connecticut
$7.28M +$701K +7,579 +11%
PL
362
Polianta Ltd
Jersey
$7.24M -$305K -3,300 -4%
MIS
363
Morningstar Investment Services
Illinois
$7.2M +$4.23M +45,355 +142%
FMN
364
Financial Management Network
California
$7.18M -$272K -2,839 -4%
GWP
365
Gen-Wealth Partners
Michigan
$7.11M +$2.68M +28,956 +61%
VC
366
Vestor Capital
Illinois
$7.07M +$119K +1,289 +2%
TCG
367
Transcendent Capital Group
Oklahoma
$7.06M +$3.58M +38,705 +103%
MWS
368
Maxwell Wealth Strategies
California
$7.06M +$2.77M +29,909 +65%
SPAS
369
Spectrum Planning & Advisory Services
California
$7M +$7M +75,075 New
NP
370
NorthRock Partners
Minnesota
$7M -$1.63M -17,564 -19%
FWP
371
Firethorn Wealth Partners
Georgia
$6.94M +$4.16M +44,913 +150%
COCM
372
Charter Oak Capital Management
New Hampshire
$6.87M -$298K -3,224 -4%
PWAC
373
Private Wealth Advisors (California)
California
$6.84M -$25K -268 -0.4%
FAM
374
Family Asset Management
South Carolina
$6.81M -$153K -1,652 -2%
HCA
375
Heck Capital Advisors
Wisconsin
$6.8M +$6.71M +72,487 +7,337%