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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 %
GFS
701
GYL Financial Synergies
Connecticut
$1.36M -$131K -1,555 -9%
GWM
702
GSB Wealth Management
Connecticut
$1.36M -$50.3K -596 -4%
CTC
703
Central Trust Company
Missouri
$1.36M -$46.1K -546 -3%
IWA
704
Inspirion Wealth Advisors
Illinois
$1.36M +$11.8K +140 +0.9%
ESB
705
Essex Savings Bank
Connecticut
$1.35M
FLPIM
706
F.L. Putnam Investment Management
Massachusetts
$1.35M +$37.6K +445 +3%
RWP
707
RWA Wealth Partners
Massachusetts
$1.34M -$12.1K -143 -0.9%
SPWG
708
Syntegra Private Wealth Group
Missouri
$1.33M +$153K +1,807 +13%
TF
709
Theory Financial
Colorado
$1.33M +$880K +10,419 +195%
ACI
710
Alpha Cubed Investments
California
$1.33M -$20.8K -246 -2%
MSA
711
Marino Stram & Associates
Massachusetts
$1.33M -$1.77K -21 -0.1%
WPC
712
White Pine Capital
Minnesota
$1.33M +$27.6K +340 +2%
FPFS
713
First Personal Financial Services
North Carolina
$1.33M -$23.4K -277 -2%
OA
714
Operose Advisors
Wisconsin
$1.32M +$1.32M +15,660 New
S
715
SignatureFD
Georgia
$1.32M -$116K -1,373 -8%
KIG
716
Kessler Investment Group
Indiana
$1.32M -$22.3K -264 -2%
PAMG
717
Patton Albertson Miller Group
Tennessee
$1.32M -$14.4K -170 -1%
LA
718
Legacy Advisors
Pennsylvania
$1.31M
RW
719
REDW Wealth
New Mexico
$1.31M
BIM
720
Bridges Investment Management
Nebraska
$1.31M
CC
721
Cadinha & Co
Hawaii
$1.31M -$13.7K -162 -1%
EWA
722
EverSource Wealth Advisors
Alabama
$1.3M +$436K +5,362 +51%
9WM
723
9258 Wealth Management
Ohio
$1.29M -$84 -1 -0%
AEPWM
724
Atlantic Edge Private Wealth Management
Florida
$1.29M
BSWA
725
Bromfield Sneider Wealth Advisors
Massachusetts
$1.29M