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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 %
SWM
576
StoneCrest Wealth Management
Arizona
$2.88M -$22.1K -239 -0.8%
SPC
577
Spirepoint Private Client
Florida
$2.87M -$960K -10,378 -25%
NCM
578
Novare Capital Management
North Carolina
$2.87M -$1.16M -12,522 -29%
Qube Research & Technologies (QRT)
579
Qube Research & Technologies (QRT)
United Kingdom
$2.84M +$1.11M +11,948 +64%
PWM
580
Power Wealth Management
Georgia
$2.79M -$2.14M -23,138 -43%
CRI
581
Commonwealth Retirement Investments
Virginia
$2.79M +$1.1M +11,895 +65%
HCM
582
Hudson Capital Management
New Jersey
$2.79M -$136K -1,472 -5%
MWM
583
Mattern Wealth Management
Kansas
$2.76M -$1.48K -16 -0.1%
MFG
584
Magnus Financial Group
New York
$2.76M +$252K +2,722 +10%
Koshinski Asset Management
585
Koshinski Asset Management
Illinois
$2.75M +$315K +3,279 +13%
KFA
586
Kapstone Financial Advisors
Ohio
$2.74M
SWA
587
Strategies Wealth Advisors
Michigan
$2.73M +$70.6K +763 +3%
EFS
588
Essex Financial Services
Connecticut
$2.73M +$354K +4,048 +15%
MGIA
589
Matthew Goff Investment Advisor
Texas
$2.72M +$93 +1 +0%
BWM
590
Baron Wealth Management
Michigan
$2.7M -$11.3K -122 -0.4%
HIM
591
Hanlon Investment Management
New Jersey
$2.67M +$607K +6,560 +29%
PTC
592
Private Trust Company
Ohio
$2.65M +$477K +5,152 +22%
TWM
593
Tolleson Wealth Management
Texas
$2.65M
FA
594
Faithward Advisors
Pennsylvania
$2.62M +$2.62M +28,352 New
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$2.62M -$22.9K -247 -0.9%
CF
596
Corrigan Financial
Rhode Island
$2.6M
EAM
597
Evanson Asset Management
California
$2.59M +$93 +1 +0%
TCWA
598
Turtle Creek Wealth Advisors
Texas
$2.59M
PF
599
Prosperitas Financial
California
$2.59M -$32.4K -350 -1%
FWM
600
Fonville Wealth Management
Virginia
$2.58M -$16.7K -181 -0.6%