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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 %
MSWMA
726
Market Street Wealth Management Advisors
Indiana
$1.61M -$5.46K -59 -0.3%
PPW
727
PACK Private Wealth
Minnesota
$1.59M -$8.51K -92 -0.5%
AC
728
AWM Capital
Arizona
$1.58M -$5.09K -55 -0.3%
DAS
729
Dynamic Advisor Solutions
Arizona
$1.58M -$12.6K -136 -0.8%
FA
730
Fiduciary Alliance
South Carolina
$1.58M +$2.16K +23 +0.1%
PAIM
731
Punch & Associates Investment Management
Minnesota
$1.58M -$817K -8,832 -34%
NWA
732
Navis Wealth Advisors
New York
$1.57M +$11.5K +124 +0.7%
BA
733
Bellwether Advisors
Nebraska
$1.57M +$56.5K +611 +4%
AWA
734
Alta Wealth Advisors
Massachusetts
$1.55M
NLP
735
Next Level Private
New York
$1.54M +$3.42K +37 +0.2%
KAH
736
Kathryn A. Hall
$1.53M
IA
737
Insight Advisors
Pennsylvania
$1.53M -$9.81K -106 -0.6%
SW
738
SlateStone Wealth
Florida
$1.52M +$376K +4,061 +33%
GWM
739
GSB Wealth Management
Connecticut
$1.52M +$23K +249 +2%
FNT
740
First National Trust
Pennsylvania
$1.51M +$435K +4,705 +40%
FLPIM
741
F.L. Putnam Investment Management
Massachusetts
$1.5M +$23.1K +250 +2%
KWS
742
Keystone Wealth Services
California
$1.5M +$146K +1,577 +11%
RAS
743
RPS Advisory Solutions
Kentucky
$1.49M +$1.49M +16,124 New
MSA
744
Marino Stram & Associates
Massachusetts
$1.49M +$30K +324 +2%
WPC
745
White Pine Capital
Minnesota
$1.48M -$29.4K -318 -2%
CAM
746
Clarity Asset Management
Iowa
$1.47M +$110K +1,184 +8%
GFS
747
GYL Financial Synergies
Connecticut
$1.47M -$27.9K -302 -2%
MOS
748
MGO One Seven
Ohio
$1.47M +$370K +3,997 +34%
MSWM
749
McGlone Suttner Wealth Management
Wisconsin
$1.46M +$109K +1,449 +8%
CTC
750
Central Trust Company
Missouri
$1.46M -$32.4K -350 -2%