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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 %
SIA
526
Sage Investment Advisers
New York
$2.73M -$15.2K -180 -0.6%
GC
527
Guidance Capital
Kentucky
$2.72M +$1.24M +15,104 +85%
JSL
528
JT Stratford LLC
Georgia
$2.71M +$729K +8,636 +37%
PCA
529
Pallas Capital Advisors
Massachusetts
$2.7M -$52.6K -623 -2%
MIS
530
Morningstar Investment Services
Illinois
$2.7M +$1.15M +13,568 +74%
SCA
531
Snowden Capital Advisors
New York
$2.68M -$2.35M -27,797 -47%
JGC
532
J. Goldman & Co
New York
$2.67M +$2.35M +27,871 +746%
HCM
533
Hudson Capital Management
New Jersey
$2.67M -$1.08M -12,778 -29%
BA
534
Bristlecone Advisors
Washington
$2.67M -$7.68K -91 -0.3%
FFWA
535
Forthright Family Wealth Advisory
Texas
$2.66M +$104K +1,232 +4%
RRA
536
Round Rock Advisors
Connecticut
$2.66M +$45.4K +538 +2%
SWM
537
StoneCrest Wealth Management
Arizona
$2.65M -$159K -1,887 -6%
WWA
538
WCG Wealth Advisors
Nevada
$2.62M +$2.62M +31,038 New
CF
539
Corrigan Financial
Rhode Island
$2.6M -$60.6K -718 -2%
WA
540
Waverly Advisors
Alabama
$2.59M +$1.15M +13,642 +80%
FCI
541
Financial Counselors Inc
Kansas
$2.59M -$783K -9,270 -23%
GAA
542
Global Assets Advisory
Florida
$2.59M +$2.59M +218,783 New
FWP
543
Firethorn Wealth Partners
Georgia
$2.54M +$675K +7,993 +36%
MWM
544
Mattern Wealth Management
Kansas
$2.52M -$50.2K -594 -2%
KFA
545
Kapstone Financial Advisors
Ohio
$2.5M +$209K +2,477 +9%
MGIA
546
Matthew Goff Investment Advisor
Texas
$2.49M +$61.3K +726 +3%
BWM
547
Baron Wealth Management
Michigan
$2.47M -$170K -2,017 -6%
GWP
548
Gateway Wealth Partners
Wisconsin
$2.47M +$1.34M +15,838 +118%
VFA
549
Valeo Financial Advisors
Indiana
$2.46M +$103K +1,266 +4%
WA
550
WESPAC Advisors
California
$2.43M +$819K +9,698 +51%