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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 %
MLA
426
My Legacy Advisors
Oregon
$4.26M +$2.42M +28,635 +131%
ACA
427
Aptus Capital Advisors
Alabama
$4.25M +$4.13M +48,882 +3,364%
SFS
428
Sharp Financial Services
Pennsylvania
$4.23M +$363K +4,300 +9%
EE
429
EWG Elevate
California
$4.22M +$3.72M +44,112 +751%
CFS
430
Commonwealth Financial Services
West Virginia
$4.19M
MFS
431
Madrona Financial Services
Washington
$4.18M +$1.56M +18,500 +60%
AMG
432
Asset Management Group
Connecticut
$4.16M +$3.88K +46 +0.1%
UBG
433
United Bank (Georgia)
Georgia
$4.15M +$81.1K +960 +2%
RFA
434
RTD Financial Advisors
Pennsylvania
$4.14M -$296K -3,502 -7%
MWM
435
Mission Wealth Management
California
$4.12M +$832K +9,848 +25%
RB
436
Renasant Bank
Mississippi
$4.1M -$11.1K -132 -0.3%
BJL
437
Brighton Jones LLC
Washington
$4.08M +$98.7K +1,169 +2%
SI
438
Stephens Inc
Arkansas
$4.06M -$19K -225 -0.5%
MYIA
439
Mount Yale Investment Advisors
Colorado
$4.06M -$123K -1,453 -3%
TA
440
Tactive Advisors
Florida
$4.05M -$1.41M -16,680 -26%
WAG
441
Winthrop Advisory Group
Massachusetts
$4.05M +$3.91M +46,344 +2,911%
GWP
442
Gen-Wealth Partners
Michigan
$4.04M +$4.04M +47,833 New
MWS
443
Maxwell Wealth Strategies
California
$4M +$2.4M +27,779 +150%
FA
444
Flagstar Advisors
New York
$3.94M -$197K -2,330 -5%
SIA
445
Soltis Investment Advisors
Utah
$3.92M +$257K +3,049 +7%
BBHC
446
Brown Brothers Harriman & Co
New York
$3.91M +$2.02M +23,929 +107%
NCM
447
Next Capital Management
New York
$3.91M +$54.5K +645 +1%
OFG
448
Oxford Financial Group
Indiana
$3.88M
MCA
449
MSH Capital Advisors
Arizona
$3.86M -$146K -1,734 -4%
WP
450
Wealthspan Partners
Iowa
$3.83M -$300K -3,557 -7%