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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 %
QWP
376
Quotient Wealth Partners
Texas
$5.22M -$886K -10,489 -15%
RJT
377
Raymond James Trust
Florida
$5.2M -$19.3K -228 -0.4%
PIMG
378
Patriot Investment Management Group
Tennessee
$5.18M -$4.31K -51 -0.1%
AWP
379
Avid Wealth Partners
Texas
$5.17M +$5.17M +61,173 New
AIA
380
Arrow Investment Advisors
Maryland
$5.13M -$639K -7,570 -11%
NA
381
Nottingham Advisors
New York
$5.1M -$266K -3,148 -5%
OWMIAS
382
One Wealth Management Investment & Advisory Services
Florida
$5.09M +$2.28M +27,000 +81%
HWA
383
Heritage Wealth Advisors
Virginia
$5.08M -$8.87K -105 -0.2%
IAG
384
Investment Advisory Group
Massachusetts
$5.07M +$276K +3,264 +6%
LWP
385
Laurel Wealth Planning
Minnesota
$5.02M -$58.1K -688 -1%
CIAS
386
Capital Investment Advisory Services
North Carolina
$5M +$152K +1,805 +3%
ES
387
Eagle Strategies
New York
$4.99M +$3.78M +44,809 +313%
GCM
388
Gallacher Capital Management
Colorado
$4.99M +$78.6K +931 +2%
DWM
389
Dogwood Wealth Management
Kansas
$4.99M +$261K +3,087 +6%
PPC
390
Park Place Capital
Alabama
$4.96M +$42.7K +506 +0.9%
TWP
391
Total Wealth Planning
Ohio
$4.94M -$619K -7,326 -11%
VPP
392
Vertex Planning Partners
Illinois
$4.89M +$3.78M +44,764 +340%
TRCT
393
Tower Research Capital (TRC)
New York
$4.89M +$4.83M +57,230 +8,555%
WFAG
394
Wescott Financial Advisory Group
Pennsylvania
$4.89M +$314K +3,719 +7%
AssetMark Inc
395
AssetMark Inc
California
$4.89M +$2.6M +30,737 +113%
BMCM
396
Bryn Mawr Capital Management
Pennsylvania
$4.79M -$942K -11,153 -16%
NG
397
Norden Group
Utah
$4.79M +$4.79M +56,773 New
DBIA
398
Dumont & Blake Investment Advisors
New Jersey
$4.79M -$3.12K -37 -0.1%
JHCP
399
Jackson Hole Capital Partners
Oklahoma
$4.75M +$146K +1,728 +3%
NCM
400
Narwhal Capital Management
Georgia
$4.73M -$1.86K -22 -0%