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 %
BWA
751
BCU Wealth Advisors
Illinois
$1.2M +$787K +9,321 +191%
RIL
752
Rothschild Investment LLC
Illinois
$1.2M -$51.9K -615 -4%
CD
753
Chapin Davis
Maryland
$1.2M +$338 +4 +0%
BFEC
754
Benjamin F. Edwards & Company
Missouri
$1.19M -$418K -4,958 -26%
BP
755
BBR Partners
New York
$1.19M
BFA
756
Beacon Financial Advisory
Ohio
$1.19M +$244K +2,887 +26%
Vanguard Group
757
Vanguard Group
Pennsylvania
$1.19M +$147K +1,739 +14%
LC
758
LTG Capital
Massachusetts
$1.18M -$31.9K -378 -3%
AWM
759
Able Wealth Management
New Jersey
$1.18M -$34.6K -410 -3%
FA
760
Fermata Advisors
California
$1.17M +$7.18K +85 +0.6%
Deutsche Bank
761
Deutsche Bank
Germany
$1.17M -$10.4K -123 -0.9%
FFA
762
First Foundation Advisors
California
$1.17M +$218K +2,585 +23%
MCM
763
McDonough Capital Management
Florida
$1.17M
SFP
764
Sandbox Financial Partners
Maryland
$1.17M -$20.4K -241 -2%
KCM
765
Kennicott Capital Management
California
$1.16M
FCA
766
FinTrust Capital Advisors
South Carolina
$1.16M +$200K +2,363 +21%
BOH
767
Bank of Hawaii
Hawaii
$1.16M
BTWM
768
Brass Tax Wealth Management
Ohio
$1.15M +$1.15M +13,611 New
BFM
769
Boston Financial Management
Massachusetts
$1.14M -$44.3K -525 -4%
SCM
770
SOL Capital Management
Maryland
$1.14M
TWC
771
TD Waterhouse Canada
Ontario, Canada
$1.14M -$18.4K -170 -2%
1SB
772
1ST Source Bank
Indiana
$1.13M +$35K +415 +3%
SFS
773
Summit Financial Strategies
Ohio
$1.13M -$1.1K -13 -0.1%
IAIM
774
International Assets Investment Management
Florida
$1.13M -$4.91K -58 -0.4%
FA
775
Fountainhead AM
New Jersey
$1.12M -$5.32K -63 -0.5%