IVW icon

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 %
LBC
451
Lowe Brockenbrough & Co
Virginia
$3.81M -$1.74M -20,550 -31%
Vontobel Holding
452
Vontobel Holding
Switzerland
$3.81M -$253K -3,001 -6%
APWM
453
Atlas Private Wealth Management
New York
$3.81M +$55.6K +659 +1%
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$3.77M +$3.4M +40,283 +917%
SWM
455
Scissortail Wealth Management
Oklahoma
$3.74M +$3.74M +44,314 New
NCM
456
Novare Capital Management
North Carolina
$3.67M +$1.94M +23,022 +112%
AB
457
Atlas Brown
Kentucky
$3.66M -$143K -1,690 -4%
HGERS
458
Householder Group Estate & Retirement Specialist
Arizona
$3.63M +$128K +1,521 +4%
ANTB
459
AMG National Trust Bank
Colorado
$3.6M +$676 +8 +0%
WT
460
Whittier Trust
California
$3.55M -$28.7K -340 -0.8%
AR
461
Apeiron RIA
Texas
$3.54M +$832K +9,858 +31%
DWT
462
Dorsey & Whitney Trust
South Dakota
$3.54M -$594K -7,036 -14%
PAG
463
Private Advisory Group
Washington
$3.53M -$216K -2,557 -6%
HWA
464
Hilltop Wealth Advisors
North Carolina
$3.51M -$98K -1,161 -3%
Calamos Advisors
465
Calamos Advisors
Illinois
$3.49M +$304K +3,599 +10%
SPC
466
Spirepoint Private Client
Florida
$3.49M +$3.49M +41,362 New
GPW
467
Gray Private Wealth
Massachusetts
$3.46M +$3.46M +40,983 New
SFS
468
Sowell Financial Services
Arkansas
$3.41M +$380K +4,504 +13%
SVWG
469
Shared Vision Wealth Group
United States
$3.41M +$1.85M +21,906 +119%
HT
470
Heritage Trust
Oklahoma
$3.4M -$2.38M -28,227 -41%
CAM
471
Carret Asset Management
New York
$3.38M +$72.2K +855 +2%
OCM
472
Objective Capital Management
Ohio
$3.38M -$211K -2,495 -6%
SF
473
Synovus Financial
Georgia
$3.38M -$852K -10,086 -20%
HIA
474
Harbor Investment Advisory
Maryland
$3.38M +$1.63M +19,270 +93%
TI
475
Truepoint Inc
Ohio
$3.37M -$7.26K -86 -0.2%