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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 %
WP
676
WMS Partners
Maryland
$1.94M -$20.7K -224 -1%
CWM
677
Cornerstone Wealth Management
Missouri
$1.93M +$106K +1,145 +6%
RW
678
Regimen Wealth
Georgia
$1.93M +$1.14M +12,373 +146%
WAP
679
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$9.99K +108 +0.5%
LIA
680
LifePlan Investment Advisors
North Carolina
$1.91M +$579K +6,254 +44%
MGWM
681
Marks Group Wealth Management
Minnesota
$1.89M +$555 +6 +0%
MCM
682
Manchester Capital Management
Vermont
$1.89M -$160K -1,726 -8%
HPC
683
HM Payson & Co
Maine
$1.88M -$93.5K -1,010 -5%
CAG
684
Curtis Advisory Group
California
$1.87M +$1.32M +14,212 +235%
HCP
685
Holt Capital Partners
Texas
$1.87M
HFS
686
Heritage Financial Services
Massachusetts
$1.87M
BC
687
Bowman & Company
Wisconsin
$1.86M +$14.5K +157 +0.8%
KWM
688
Kaydan Wealth Management
Michigan
$1.85M -$13.2K -143 -0.7%
TCBWMS
689
Texas Capital Bank Wealth Management Services
Texas
$1.85M -$87.7K -948 -5%
MWM
690
Marietta Wealth Management
Georgia
$1.85M -$406K -4,384 -18%
MAM
691
MMA Asset Management
Pennsylvania
$1.84M -$1.48K -16 -0.1%
B
692
Bensler
Washington
$1.83M +$278 +3 +0%
EL
693
EQ LLC
Washington
$1.82M +$450K +4,863 +33%
CPIA
694
Cornell Pochily Investment Advisors
New York
$1.81M +$1.94K +21 +0.1%
CWS
695
Confluence Wealth Services
Pennsylvania
$1.81M +$25K +270 +1%
BFA
696
Beacon Financial Advisory
Ohio
$1.79M +$491K +5,311 +38%
GCP
697
GSA Capital Partners
United Kingdom
$1.79M -$342K -3,700 -16%
TFGT
698
TS Financial Group (TSFG)
Illinois
$1.79M -$20.7K -224 -1%
CWA
699
Clearview Wealth Advisors
Oregon
$1.78M +$1.43M +15,476 +406%
BHBT
700
Burke & Herbert Bank & Trust
Virginia
$1.78M +$1.78M +19,216 New