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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 %
TVM
401
True Vision MN
Minnesota
$4.7M +$3.02M +36,581 +180%
IP
402
Investment Partners
Ohio
$4.62M -$1.94K -23 -0%
SCA
403
St. Clair Advisors
Ohio
$4.62M +$253 +3 +0%
EWM
404
Evercore Wealth Management
New York
$4.61M
NFC
405
Northeast Financial Consultants
Connecticut
$4.57M -$422 -5 -0%
GSWM
406
Greenup Street Wealth Management
Michigan
$4.54M +$218K +2,579 +5%
CB
407
Commerce Bank
Missouri
$4.52M +$92.3K +1,093 +2%
TWM
408
Tradition Wealth Management
Minnesota
$4.52M +$2.34M +27,681 +107%
XF
409
XML Financial
Maryland
$4.52M -$23.3K -276 -0.5%
PWM
410
Power Wealth Management
Georgia
$4.5M +$37.7K +447 +0.8%
CFG
411
Cosner Financial Group
Colorado
$4.5M +$33.5K +397 +0.8%
KAS
412
KPP Advisory Services
Kentucky
$4.5M +$4.5M +53,239 New
GLLW
413
Graves Light Lenhart Wealth
Virginia
$4.47M -$460K -5,446 -9%
MCCA
414
Mill Creek Capital Advisors
Pennsylvania
$4.46M -$40.2K -476 -0.9%
QCM
415
Quantinno Capital Management
New York
$4.44M +$3M +35,564 +209%
NFG
416
Nations Financial Group
Iowa
$4.42M -$625K -7,397 -12%
TNB
417
Thomasville National Bank
Georgia
$4.4M +$85.9K +1,017 +2%
NAM
418
NTV Asset Management
West Virginia
$4.4M -$127K -1,500 -3%
VWM
419
Valley Wealth Managers
New Jersey
$4.39M -$113K -1,338 -3%
SCM
420
Stordahl Capital Management
Colorado
$4.38M -$151K -1,783 -3%
LNC
421
Lincoln National Corp
Pennsylvania
$4.36M +$2.11M +24,972 +94%
ONB
422
Old National Bancorp
Indiana
$4.36M +$277K +3,278 +7%
TFF
423
The Family Firm
Maryland
$4.35M +$3.88K +46 +0.1%
NL
424
NWAM LLC
Washington
$4.35M +$564K +6,682 +15%
BCM
425
BTC Capital Management
Iowa
$4.28M +$4.28M +50,658 New