IVW icon

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 %
BWP
601
Bernardo Wealth Planning
Pennsylvania
$2.12M
BCG
602
Breakwater Capital Group
New Jersey
$2.11M -$38.1K -451 -2%
CIA
603
Choate Investment Advisors
Massachusetts
$2.1M -$2.11K -25 -0.1%
MWM
604
Marietta Wealth Management
Georgia
$2.05M +$20.7K +245 +1%
CA
605
Capital Advantage
California
$2.05M +$2.05M +24,189 New
GT
606
Glenview Trust
Kentucky
$2.04M -$7.68K -91 -0.4%
VWM
607
Venturi Wealth Management
Texas
$2.04M +$1.16M +13,698 +132%
HSA
608
HBK Sorce Advisory
Pennsylvania
$2.03M +$316K +3,740 +18%
MWA
609
Meridian Wealth Advisors
Texas
$2M +$1.86K +22 +0.1%
KFAA
610
Klaas Financial Asset Advisors
Illinois
$2M -$109K -1,286 -5%
IWM
611
IHT Wealth Management
Illinois
$2M -$46.4K -549 -2%
AA
612
Ancora Advisors
Ohio
$1.99M +$989K +11,708 +99%
PTC
613
Private Trust Company
Ohio
$1.98M +$177K +2,098 +10%
CAM
614
Concorde Asset Management
Michigan
$1.98M +$793K +9,396 +67%
CWM
615
CCG Wealth Management
California
$1.98M -$267K -3,165 -12%
IWM
616
Iams Wealth Management
Nebraska
$1.97M +$465K +5,661 +31%
BIG
617
Bush Investment Group
Georgia
$1.97M +$1.97M +23,333 New
CPA
618
Capital Performance Advisors
California
$1.94M +$1.94M +23,033 New
GCP
619
GSA Capital Partners
United Kingdom
$1.94M +$633K +7,500 +48%
Belvedere Trading
620
Belvedere Trading
Illinois
$1.92M +$1.92M +22,784 +284,800%
AA
621
Alesco Advisors
New York
$1.92M
EK
622
Evensky & Katz
Florida
$1.92M -$2.45K -29 -0.1%
FPAS
623
Focus Partners Advisor Solutions
Missouri
$1.91M +$992K +11,745 +108%
Bessemer Group
624
Bessemer Group
New Jersey
$1.9M +$642K +7,604 +51%
BP
625
Ballentine Partners
Massachusetts
$1.9M +$81.7K +967 +4%