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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 %
EWM
751
Empirical Wealth Management
Washington
$1.46M +$578K +6,243 +66%
FPFS
752
First Personal Financial Services
North Carolina
$1.45M +$93 +1 +0%
IWA
753
Inspirion Wealth Advisors
Illinois
$1.45M -$37K -400 -2%
FCA
754
FinTrust Capital Advisors
South Carolina
$1.45M +$180K +1,948 +14%
KIG
755
Kessler Investment Group
Indiana
$1.45M +$3.42K +37 +0.2%
OA
756
Operose Advisors
Wisconsin
$1.45M
ACI
757
Alpha Cubed Investments
California
$1.45M -$12.3K -133 -0.8%
LA
758
Legacy Advisors
Pennsylvania
$1.44M
RW
759
REDW Wealth
New Mexico
$1.44M
FFA
760
First Foundation Advisors
California
$1.43M +$153K +1,650 +12%
SA
761
SpiderRock Advisors
Delaware
$1.43M -$1.1M -11,866 -44%
BWP
762
Balboa Wealth Partners
Arizona
$1.42M +$74.6K +806 +6%
9WM
763
9258 Wealth Management
Ohio
$1.41M -$3.52K -38 -0.2%
AEPWM
764
Atlantic Edge Private Wealth Management
Florida
$1.41M
FA
765
Fiducient Advisors
Illinois
$1.41M +$427K +4,612 +43%
IAIM
766
International Assets Investment Management
Florida
$1.4M +$165K +1,783 +13%
DWMS
767
Dominguez Wealth Management Solutions
Virginia
$1.4M +$648 +7 +0%
Vanguard Group
768
Vanguard Group
Pennsylvania
$1.4M +$95.3K +1,030 +7%
ES
769
Eagle Strategies
New York
$1.39M -$4.09M -44,147 -75%
WP
770
Westmount Partners
California
$1.38M -$3.82K -41 -0.3%
RWP
771
RWA Wealth Partners
Massachusetts
$1.38M -$85.7K -926 -6%
HCMG
772
Howard Capital Management Group
California
$1.37M
VVP
773
Venture Visionary Partners
Ohio
$1.37M +$4.63K +50 +0.3%
CS
774
Capital Square
Tennessee
$1.36M +$21.2K +227 +2%
S
775
SignatureFD
Georgia
$1.35M -$100K -1,083 -7%