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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 %
BCWM
526
Bartlett & Co Wealth Management
Ohio
$3.39M +$17.1K +185 +0.5%
WA
527
WBH Advisory
Maryland
$3.39M -$8.61K -93 -0.3%
GPWA
528
Great Point Wealth Advisors
Massachusetts
$3.38M
HIA
529
Harbor Investment Advisory
Maryland
$3.36M -$335K -3,618 -9%
RL
530
Rogco LP
Oklahoma
$3.36M
VWM
531
Venturi Wealth Management
Texas
$3.35M +$1.12M +12,069 +50%
LC
532
Lindbrook Capital
California
$3.34M -$16.2K -175 -0.5%
HTC
533
Haverford Trust Company
Pennsylvania
$3.33M +$94.4K +1,020 +3%
BCMLT
534
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.33M -$12.9K -139 -0.4%
DPI
535
Diversified Portfolios Inc
Michigan
$3.32M -$16.2K -175 -0.5%
SCA
536
Southern Capital Advisors
Tennessee
$3.32M +$12.2K +132 +0.4%
PA
537
PFG Advisors
Arizona
$3.3M +$2.44M +26,350 +283%
RWMG
538
Redwood Wealth Management Group
New Jersey
$3.3M +$30.3K +327 +0.9%
GG
539
GenWealth Group
New Jersey
$3.3M +$14.8K +160 +0.5%
GCM
540
Gables Capital Management
Florida
$3.29M
PFS
541
Prospera Financial Services
Texas
$3.27M +$707K +7,643 +28%
PAA
542
Peregrine Asset Advisers
Oregon
$3.25M -$245K -2,649 -7%
JSL
543
JT Stratford LLC
Georgia
$3.24M +$264K +2,853 +9%
PA
544
Parallel Advisors
California
$3.23M +$54.6K +590 +2%
AB
545
Atlas Brown
Kentucky
$3.22M -$789K -8,528 -20%
VAM
546
Verity Asset Management
North Carolina
$3.22M +$1.69M +18,298 +111%
DWA
547
Dorsey Wright & Associates
California
$3.22M -$28.1K -304 -0.9%
LNWTC
548
Laird Norton Wetherby Trust Company
Washington
$3.2M -$12M -129,917 -79%
KBFS
549
Kohmann Bosshard Financial Services
Ohio
$3.19M
FCI
550
Financial Counselors Inc
Kansas
$3.19M +$351K +3,796 +12%