IVW icon

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 %
USCWA
726
U.S. Capital Wealth Advisors
Texas
$1.28M +$595K +7,047 +87%
RA
727
Riversedge Advisors
Delaware
$1.27M +$3.46K +41 +0.3%
DWMS
728
Dominguez Wealth Management Solutions
Virginia
$1.27M -$49.8K -590 -4%
RCM
729
Raleigh Capital Management
North Carolina
$1.27M +$863K +10,225 +215%
PIM
730
Progressive Investment Management
Oregon
$1.26M
CCM
731
Cambridge Capital Management
Illinois
$1.26M -$29.5K -349 -2%
WP
732
Westmount Partners
California
$1.26M +$6.84K +81 +0.5%
HCMG
733
Howard Capital Management Group
California
$1.25M -$25.3K -300 -2%
EL
734
EQ LLC
Washington
$1.25M +$450K +5,329 +56%
VVP
735
Venture Visionary Partners
Ohio
$1.24M +$16K +189 +1%
CAM
736
Clarity Asset Management
Iowa
$1.24M +$632K +7,485 +104%
BF
737
Blankinship & Foster
California
$1.24M -$274K -3,250 -18%
KWS
738
Keystone Wealth Services
California
$1.23M +$44.8K +531 +4%
BWP
739
Balboa Wealth Partners
Arizona
$1.23M +$24.1K +285 +2%
CA
740
Cornerstone Advisory
Maryland
$1.23M
MG
741
Mather Group
Illinois
$1.22M -$194K -2,584 -14%
NEPWA
742
New England Private Wealth Advisors
Massachusetts
$1.22M +$507 +6 +0%
LIA
743
LifePlan Investment Advisors
North Carolina
$1.21M +$788K +9,334 +186%
VC
744
Veracity Capital
Georgia
$1.21M -$134K -1,581 -10%
CS
745
Capital Square
Tennessee
$1.21M +$1.21M +14,304 New
PIA
746
Perennial Investment Advisors
California
$1.21M +$256K +3,037 +27%
HNWA
747
Henrickson Nauta Wealth Advisors
Michigan
$1.21M -$223K -2,662 -16%
SPI
748
Sutton Place Investors
New York
$1.21M +$844K +9,996 +234%
ICG
749
InterOcean Capital Group
Tennessee
$1.2M -$6.33K -75 -0.5%
TIA
750
Tiemann Investment Advisors
California
$1.2M +$93.6K +1,109 +8%