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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 %
Simplex Trading
651
Simplex Trading
Illinois
$1.74M +$1.74M +20,592 New
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$1.74M -$1.53M -18,095 -47%
AWA
653
Arete Wealth Advisors
Illinois
$1.73M +$338K +4,004 +24%
MGWM
654
Marks Group Wealth Management
Minnesota
$1.73M +$422 +5 +0%
HCP
655
Holt Capital Partners
Texas
$1.71M
HFS
656
Heritage Financial Services
Massachusetts
$1.7M +$599K +7,098 +54%
KWM
657
Kaydan Wealth Management
Michigan
$1.7M +$20.9K +247 +1%
BC
658
Bowman & Company
Wisconsin
$1.69M -$288K -3,408 -15%
CWC
659
Carolinas Wealth Consulting
North Carolina
$1.68M +$13.6K +161 +0.8%
SFG
660
Summit Financial Group
West Virginia
$1.68M -$61.6K -730 -4%
MAM
661
MMA Asset Management
Pennsylvania
$1.68M -$445K -5,270 -21%
B
662
Bensler
Washington
$1.67M -$149K -1,766 -8%
CWM
663
Cornerstone Wealth Management
Missouri
$1.66M -$46.5K -551 -3%
CPIA
664
Cornell Pochily Investment Advisors
New York
$1.65M +$12.8K +152 +0.8%
TFGT
665
TS Financial Group (TSFG)
Illinois
$1.65M -$226K -2,680 -12%
CWS
666
Confluence Wealth Services
Pennsylvania
$1.63M +$7.6K +90 +0.5%
FCAS
667
First Command Advisory Services
Texas
$1.62M
HCM
668
Highview Capital Management
Illinois
$1.6M -$1.6K -19 -0.1%
AIS
669
American Investment Services
Massachusetts
$1.59M -$14.9K -177 -0.9%
Qube Research & Technologies (QRT)
670
Qube Research & Technologies (QRT)
United Kingdom
$1.58M +$672K +7,957 +74%
SDWMA
671
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.57M
JIC
672
Joel Isaacson & Co
New York
$1.55M +$385K +4,558 +33%
CRI
673
Commonwealth Retirement Investments
Virginia
$1.54M +$969K +11,476 +168%
PJWM
674
Philip James Wealth Mangement
Georgia
$1.53M -$349K -4,132 -19%
RFP
675
RCS Financial Planning
Maryland
$1.53M +$404K +4,779 +36%