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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 %
IWM
501
IHT Wealth Management
Illinois
$3.79M +$1.6M +17,343 +73%
FRA
502
FFG Retirement Advisors
Colorado
$3.79M +$3.79M +40,920 New
HWA
503
Hilltop Wealth Advisors
North Carolina
$3.78M -$66.3K -716 -2%
GPW
504
Gray Private Wealth
Massachusetts
$3.71M -$86.5K -935 -2%
ST
505
Smithfield Trust
Pennsylvania
$3.7M +$63.8K +690 +2%
MFC
506
Morris Financial Concepts
South Carolina
$3.7M +$82.7K +894 +2%
TI
507
Truepoint Inc
Ohio
$3.7M
HT
508
Heritage Trust
Oklahoma
$3.68M -$41.5K -448 -1%
MWM
509
Maripau Wealth Management
Indiana
$3.67M +$1.62M +17,544 +79%
MAV
510
Mason & Associates (Virginia)
Virginia
$3.64M +$3.64M +39,294 New
MWM
511
Mission Wealth Management
California
$3.62M -$905K -9,778 -20%
BIP
512
Bouvel Investment Partners
Pennsylvania
$3.58M +$20.6K +223 +0.6%
SOS
513
Silver Oak Securities
Tennessee
$3.57M +$418K +4,521 +13%
SF
514
Synovus Financial
Georgia
$3.56M -$139K -1,506 -4%
CC
515
Callan Capital
California
$3.54M +$3.54M +38,227 New
BIG
516
Bush Investment Group
Georgia
$3.52M +$1.36M +14,665 +63%
CAM
517
Concorde Asset Management
Michigan
$3.5M +$1.33M +14,373 +61%
FFWA
518
Forthright Family Wealth Advisory
Texas
$3.49M +$574K +6,204 +20%
CIC
519
Carnegie Investment Counsel
Ohio
$3.48M -$2.78K -30 -0.1%
HWM
520
Howard Wealth Management
Connecticut
$3.47M -$15.7K -170 -0.5%
SC
521
Sierra Capital
Florida
$3.47M
CCM
522
Colorado Capital Management
Colorado
$3.46M
DWP
523
Daymark Wealth Partners
Ohio
$3.42M +$3.42M +37,008 New
SF
524
SWP Financial
California
$3.42M +$34.9K +377 +1%
TRCT
525
Tower Research Capital (TRC)
New York
$3.4M -$1.96M -21,183 -37%