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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 %
IB
626
Intrust Bank
Kansas
$2.4M -$27.8K -300 -1%
First Trust Advisors
627
First Trust Advisors
Illinois
$2.39M -$12.7K -137 -0.5%
BWA
628
BCU Wealth Advisors
Illinois
$2.34M +$1.03M +11,078 +78%
HIS
629
Harvest Investment Services
Illinois
$2.33M -$53.7K -580 -2%
BWP
630
Bernardo Wealth Planning
Pennsylvania
$2.32M
OPWM
631
Oxinas Partners Wealth Management
Indiana
$2.31M -$240K -2,590 -9%
KWM
632
Kingsview Wealth Management
Oregon
$2.31M +$280K +3,031 +14%
CIA
633
Choate Investment Advisors
Massachusetts
$2.3M
BCG
634
Breakwater Capital Group
New Jersey
$2.3M -$8.7K -94 -0.4%
CF
635
Centaurus Financial
California
$2.3M -$38.7K -418 -2%
SPI
636
Sutton Place Investors
New York
$2.3M +$975K +10,540 +74%
USCWA
637
U.S. Capital Wealth Advisors
Texas
$2.28M +$880K +9,506 +63%
RIS
638
Retirement Income Solutions
Michigan
$2.23M -$165K -1,785 -7%
GT
639
Glenview Trust
Kentucky
$2.22M -$13.8K -149 -0.6%
RBFC
640
Roman Butler Fullerton & Co
Missouri
$2.22M +$392K +4,031 +21%
Simplex Trading
641
Simplex Trading
Illinois
$2.22M +$311K +3,363 +16%
EK
642
Evensky & Katz
Florida
$2.21M +$108K +1,164 +5%
OAS
643
Optivise Advisory Services
Tennessee
$2.2M +$2.2M +23,803 New
MWA
644
Meridian Wealth Advisors
Texas
$2.2M +$1.76K +19 +0.1%
FCFC
645
First Commonwealth Financial Corp
Pennsylvania
$2.19M +$991K +10,712 +82%
PCH
646
PGIM Custom Harvest
New Jersey
$2.18M +$224K +2,422 +11%
LA
647
Lane & Associates
New Jersey
$2.18M +$138K +1,492 +7%
LL
648
LPWM LLC
Minnesota
$2.18M +$18.5K +193 +0.9%
CFD
649
Creative Financial Designs
Indiana
$2.17M +$1.35M +14,588 +164%
KF
650
Krilogy Financial
Missouri
$2.17M -$227K -2,452 -9%