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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 %
SWA
551
Strategies Wealth Advisors
Michigan
$2.43M -$217K -2,567 -8%
CIS
552
Custom Index Systems
New York
$2.42M -$523K -6,191 -18%
TWM
553
Tolleson Wealth Management
Texas
$2.42M
IA
554
IFG Advisory
Georgia
$2.42M +$1.56M +18,419 +181%
CSPIA
555
Cary Street Partners Investment Advisory
Virginia
$2.41M +$19.2K +227 +0.8%
CB
556
Cadence Bank
Mississippi
$2.41M -$22K -261 -0.9%
PF
557
Prosperitas Financial
California
$2.39M +$57.9K +686 +2%
D
558
Dentgroup
Louisiana
$2.39M +$719K +8,512 +43%
IFWM
559
Institute for Wealth Management
Colorado
$2.39M -$107K -1,270 -4%
FWM
560
Fonville Wealth Management
Virginia
$2.37M -$40.4K -478 -2%
EAM
561
Evanson Asset Management
California
$2.37M +$84 +1 +0%
SIA
562
Schechter Investment Advisors
Michigan
$2.37M -$10.4K -123 -0.4%
TCWA
563
Turtle Creek Wealth Advisors
Texas
$2.36M
SB
564
Strategic Blueprint
Georgia
$2.36M -$302K -3,572 -11%
RhumbLine Advisers
565
RhumbLine Advisers
Massachusetts
$2.35M
CAC
566
Certified Advisory Corp
Florida
$2.35M -$3.29K -39 -0.1%
FNBSF
567
First National Bank Sioux Falls
South Dakota
$2.35M
PFS
568
Prospera Financial Services
Texas
$2.34M +$129K +1,530 +6%
OPWM
569
Oxinas Partners Wealth Management
Indiana
$2.33M +$1.06M +12,548 +83%
PA
570
Procyon Advisors
Connecticut
$2.33M -$1.1M -12,991 -32%
ACM
571
Advisors Capital Management
New Jersey
$2.33M -$12.4K -147 -0.5%
CG
572
Corundum Group
Colorado
$2.32M +$42.2K +500 +2%
FCBT
573
First Citizens Bank & Trust
North Carolina
$2.31M +$874K +10,348 +61%
EFS
574
Essex Financial Services
Connecticut
$2.29M +$135K +1,597 +6%
RPC
575
Rossmore Private Capital
Connecticut
$2.29M