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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 %
SFG
801
Sovereign Financial Group
Connecticut
$1.04M +$633K +7,492 +155%
PWCM
802
Processus Wealth & Capital Management
Tennessee
$1.04M -$50.7K -600 -5%
CWG
803
Cornerstone Wealth Group
North Carolina
$1.04M +$1.04M +12,276 New
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$1.03M +$9.46K +112 +0.9%
WA
805
Wealthstream Advisors
New York
$1.02M
PFBT
806
Parkside Financial Bank & Trust
Missouri
$1.02M +$13.7K +162 +1%
WPW
807
Watershed Private Wealth
Illinois
$1.02M -$3.44M -40,683 -77%
MA
808
MKT Advisors
California
$1.02M -$131K -1,563 -11%
MBI
809
May Barnhard Investments
Maryland
$1.02M -$103K -1,220 -9%
BOS
810
Bank of Stockton
California
$1.01M -$46K -545 -4%
CP
811
Canopy Partners
Ohio
$1.01M
MOS
812
MGO One Seven
Ohio
$1M +$307K +3,641 +44%
Renaissance Technologies
813
Renaissance Technologies
New York
$996K +$996K +11,800 New
MMHP
814
Murphy Middleton Hinkle & Parker
Georgia
$996K +$28.9K +342 +3%
LF
815
LifeSteps Financial
California
$994K
WWP
816
Walden Wealth Partners
Ohio
$989K
FWM
817
Focused Wealth Management
New York
$989K +$507 +6 +0.1%
FNT
818
First National Trust
Pennsylvania
$984K -$32.4K -384 -3%
OSAM
819
O'Shaughnessy Asset Management
Connecticut
$981K +$74.4K +881 +8%
OPA
820
Old Port Advisors
Maine
$981K -$66.3K -785 -6%
TYCC
821
Texas Yale Capital Corp
Florida
$980K
MLL
822
Moody Lynn & Lieberson
Massachusetts
$979K -$2.87K -34 -0.3%
BFS
823
Burkett Financial Services
South Carolina
$974K -$133K -1,576 -12%
SVWAG
824
Sound View Wealth Advisors Group
Georgia
$972K
WB
825
WesBanco Bank
West Virginia
$968K +$91.9K +1,088 +10%