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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 %
ST
476
Smithfield Trust
Pennsylvania
$3.32M -$127K -1,509 -4%
MFC
477
Morris Financial Concepts
South Carolina
$3.3M
CA
478
CoreCap Advisors
Michigan
$3.26M +$1.32M +15,685 +68%
BIP
479
Bouvel Investment Partners
Pennsylvania
$3.25M -$31.5K -373 -1%
CWM
480
Centurion Wealth Management
Virginia
$3.25M +$1.55M +18,414 +92%
AF
481
Advisornet Financial
Minnesota
$3.21M -$2.23M -26,420 -41%
HPM
482
Hoxton Planning & Management
West Virginia
$3.2M +$1.97M +23,369 +161%
OC
483
Oppenheimer & Co
New York
$3.2M -$114K -1,351 -3%
PAA
484
Peregrine Asset Advisers
Oregon
$3.19M -$43.9K -520 -1%
HWM
485
Howard Wealth Management
Connecticut
$3.18M -$5.49K -65 -0.2%
EPP
486
ETF Portfolio Partners
Kansas
$3.18M -$469K -5,556 -13%
TCG
487
Transcendent Capital Group
Oklahoma
$3.18M +$2.88M +34,158 +983%
CIC
488
Carnegie Investment Counsel
Ohio
$3.17M -$130K -1,542 -4%
SC
489
Sierra Capital
Florida
$3.17M +$3.17M +37,532 New
CCM
490
Colorado Capital Management
Colorado
$3.16M -$36.1K -427 -1%
MWM
491
Mosley Wealth Management
California
$3.15M +$235K +2,788 +8%
WA
492
WBH Advisory
Maryland
$3.1M -$73.8K -874 -2%
SF
493
SWP Financial
California
$3.09M +$18.8K +223 +0.6%
GPWA
494
Great Point Wealth Advisors
Massachusetts
$3.08M
BCWM
495
Bartlett & Co Wealth Management
Ohio
$3.08M -$177K -2,102 -5%
RL
496
Rogco LP
Oklahoma
$3.07M
LC
497
Lindbrook Capital
California
$3.06M +$43.9K +520 +1%
BCMLT
498
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.05M -$448K -5,310 -13%
DPI
499
Diversified Portfolios Inc
Michigan
$3.05M -$27.3K -323 -0.9%
TPWA
500
TRUE Private Wealth Advisors
Oregon
$3.02M +$714K +8,460 +31%