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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 %
QCG
626
Quadrant Capital Group
Ohio
$1.9M +$372K +4,410 +24%
AF
627
Alerus Financial
North Dakota
$1.9M
HIM
628
Hanlon Investment Management
New Jersey
$1.88M +$468K +5,538 +33%
LL
629
LPWM LLC
Minnesota
$1.88M +$31.8K +380 +2%
MCM
630
Manchester Capital Management
Vermont
$1.87M -$123K -1,460 -6%
MWM
631
Maripau Wealth Management
Indiana
$1.87M +$963K +11,403 +106%
LA
632
Lane & Associates
New Jersey
$1.86M +$36.1K +428 +2%
KWM
633
Kingsview Wealth Management
Oregon
$1.85M +$66.9K +792 +4%
FFM
634
Forum Financial Management
Illinois
$1.83M +$7.43K +88 +0.4%
CFO
635
Custos Family Office
Texas
$1.82M -$26.9K -319 -1%
SP
636
Stablepoint Partners
Massachusetts
$1.81M +$576K +6,822 +47%
BFAG
637
Blackston Financial Advisory Group
Florida
$1.8M -$357K -4,231 -17%
HPC
638
HM Payson & Co
Maine
$1.8M -$11K -130 -0.6%
ICP
639
Interchange Capital Partners
Pennsylvania
$1.8M +$933K +9,946 +108%
E
640
ETFidea
New York
$1.79M
WP
641
WMS Partners
Maryland
$1.79M -$102K -1,203 -5%
PCH
642
PGIM Custom Harvest
New Jersey
$1.79M +$136K +1,606 +8%
SIS
643
Sound Income Strategies
Florida
$1.78M +$1.58M +18,670 +785%
PFG
644
Pinnacle Financial Group
Illinois
$1.78M -$19.7K -233 -1%
FCB
645
First County Bank
Connecticut
$1.77M +$31.7K +375 +2%
TCBWMS
646
Texas Capital Bank Wealth Management Services
Texas
$1.77M -$274K -3,249 -13%
KFP
647
KMG Fiduciary Partners
Ohio
$1.77M +$6.76K +80 +0.4%
WC
648
Wexford Capital
Florida
$1.76M +$1.76M +20,890 New
TPWA
649
Twin Peaks Wealth Advisors
California
$1.76M +$1.24M +14,647 +238%
WH
650
Whitcomb & Hess
Ohio
$1.75M -$218K -2,576 -11%