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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 %
ACM
701
Absolute Capital Management
Pennsylvania
$1.75M +$613K +6,626 +54%
FCAS
702
First Command Advisory Services
Texas
$1.75M -$22.8K -246 -1%
AIS
703
American Investment Services
Massachusetts
$1.74M +$93 +1 +0%
SDWMA
704
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.72M
SPWG
705
Syntegra Private Wealth Group
Missouri
$1.71M +$250K +2,700 +17%
Empower Advisory Group
706
Empower Advisory Group
Colorado
$1.71M +$127K +1,371 +8%
IWM
707
Iams Wealth Management
Nebraska
$1.71M -$512K -5,537 -23%
SFC
708
Sprinkle Financial Consultants
Colorado
$1.7M +$28.9K +312 +2%
SCM
709
Saxony Capital Management
Missouri
$1.69M +$1.69M +18,217 New
HKIMG
710
Hutchens & Kramer Investment Management Group
Indiana
$1.68M +$644K +6,904 +62%
CAG
711
Crestwood Advisors Group
Massachusetts
$1.68M +$95.7K +1,034 +6%
PCA
712
Prosperity Capital Advisors
Ohio
$1.67M +$773K +8,347 +86%
ESB
713
Essex Savings Bank
Connecticut
$1.67M
RFA
714
Resurgent Financial Advisors
Georgia
$1.65M +$996K +10,759 +152%
FCA
715
Fortis Capital Advisors
Kansas
$1.65M +$645K +6,967 +64%
O3W
716
Omni 360 Wealth
New Jersey
$1.64M +$1.1M +11,837 +201%
JIC
717
Joel Isaacson & Co
New York
$1.64M -$62.3K -673 -4%
FNBTCON
718
First National Bank & Trust Co of Newtown
Pennsylvania
$1.64M +$39.3K +425 +2%
AWM
719
Aspire Wealth Management
Massachusetts
$1.63M +$585K +6,325 +56%
RF
720
RHS Financial
California
$1.62M +$615K +6,643 +61%
BFS
721
Bradley Foster & Sargent
Connecticut
$1.62M -$33.1K -358 -2%
TSWM
722
Tyler-Stone Wealth Management
Ohio
$1.62M -$12.2K -132 -0.8%
APC
723
Aspire Private Capital
North Carolina
$1.61M +$660K +7,132 +69%
PIA
724
Perennial Investment Advisors
California
$1.61M +$288K +3,113 +22%
MWM
725
McNaughton Wealth Management
California
$1.61M +$6.94K +75 +0.4%