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iShares S&P 500 Growth ETF

1,646 hedge funds and large institutions have $39.5B invested in iShares S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 645 increasing their positions, 520 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.94%
Holding in Top 10
188
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+23.68%
% of All Funds
2.73%
New
145
Increased
645
Reduced
520
Closed
63
Calls
$25.7M
Puts
$17.5M
Net Calls
+$8.21M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HGERS
476
Householder Group Estate & Retirement Specialist
Arizona
$4.24M +$264K +2,858 +7%
RB
477
Renasant Bank
Mississippi
$4.23M -$260K -2,813 -6%
CIS
478
Custom Index Systems
New York
$4.23M +$1.57M +16,956 +59%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$4.18M +$868K +9,383 +26%
KV
480
Kickstand Ventures
New York
$4.18M +$2.58M +27,892 +161%
IA
481
IFG Advisory
Georgia
$4.18M +$1.53M +16,510 +58%
TF
482
Theory Financial
Colorado
$4.16M +$2.7M +29,207 +185%
RFA
483
RTD Financial Advisors
Pennsylvania
$4.16M -$381K -4,117 -8%
WP
484
Wealthspan Partners
Iowa
$4.16M -$44.2K -478 -1%
DWM
485
Dogwood Wealth Management
Kansas
$4.13M -$1.34M -14,427 -24%
BBHC
486
Brown Brothers Harriman & Co
New York
$4.12M -$167K -1,809 -4%
ACA
487
Aptus Capital Advisors
Alabama
$4.08M -$574K -6,205 -12%
LBC
488
Lowe Brockenbrough & Co
Virginia
$4.08M -$99.6K -1,076 -2%
SFS
489
Sowell Financial Services
Arkansas
$4.07M +$328K +3,541 +9%
Vontobel Holding
490
Vontobel Holding
Switzerland
$4.06M -$116K -1,253 -3%
AWA
491
Arkadios Wealth Advisors
Georgia
$4.01M +$3.61M +39,018 +902%
SI
492
Stephens Inc
Arkansas
$3.99M -$462K -4,997 -10%
ANTB
493
AMG National Trust Bank
Colorado
$3.96M +$20.4K +220 +0.5%
CAM
494
Carret Asset Management
New York
$3.9M +$194K +2,099 +5%
TPWA
495
Twin Peaks Wealth Advisors
California
$3.9M +$1.97M +21,322 +103%
WT
496
Whittier Trust
California
$3.89M
MI
497
Moneywise Inc
Virginia
$3.82M +$1.39M +15,053 +57%
PAG
498
Private Advisory Group
Washington
$3.82M -$49.9K -539 -1%
WFS
499
WealthGarden F.S.
California
$3.81M +$3.81M +41,176 New
SCI
500
S&CO Inc
Massachusetts
$3.81M +$515K +5,561 +16%