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iShares S&P 500 Growth ETF

1,647 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
1,647
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.95%
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 %
RhumbLine Advisers
601
RhumbLine Advisers
Massachusetts
$2.58M
FNBSF
602
First National Bank Sioux Falls
South Dakota
$2.57M
FW
603
FullCircle Wealth
Texas
$2.56M +$2.56M +28,485 New
ACM
604
Advisors Capital Management
New Jersey
$2.55M +$93 +1 +0%
CAC
605
Certified Advisory Corp
Florida
$2.53M -$52.2K -564 -2%
AWA
606
Arete Wealth Advisors
Illinois
$2.53M +$623K +6,723 +33%
RPC
607
Rossmore Private Capital
Connecticut
$2.51M
PFA
608
Pathway Financial Advisors
Vermont
$2.51M
WWC
609
Waypoint Wealth Counsel
Georgia
$2.51M +$2.04K +22 +0.1%
FWTB
610
First Western Trust Bank
Colorado
$2.5M
FCBT
611
First Citizens Bank & Trust
North Carolina
$2.5M -$32.6K -352 -1%
LFG
612
Larson Financial Group
Missouri
$2.49M +$12K +130 +0.5%
MCC
613
Money Concepts Capital
Florida
$2.49M +$22K +238 +0.9%
CG
614
Corundum Group
Colorado
$2.48M -$61K -659 -2%
SFG
615
Sovereign Financial Group
Connecticut
$2.47M +$1.33M +14,391 +117%
PP
616
Prosperity Planning
Missouri
$2.45M +$107K +1,156 +5%
FPAS
617
Focus Partners Advisor Solutions
Missouri
$2.45M +$355K +3,836 +17%
B
618
Bailard
California
$2.44M -$34K -367 -1%
SIS
619
Sound Income Strategies
Florida
$2.44M +$491K +5,302 +25%
IFWM
620
Institute for Wealth Management
Colorado
$2.43M -$184K -1,987 -7%
D
621
Dentgroup
Louisiana
$2.42M -$195K -2,108 -7%
MBT
622
Montecito Bank & Trust
California
$2.42M
NB
623
Northwest Bancshares
Pennsylvania
$2.41M -$14.6K -158 -0.6%
KFI
624
Key Financial Inc
Pennsylvania
$2.41M
BFO
625
Boston Family Office
Massachusetts
$2.4M +$50.9K +550 +2%