IVW icon

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 %
SCM
801
SOL Capital Management
Maryland
$1.25M -$1.85K -20 -0.1%
RIG
802
RiverFront Investment Group
Virginia
$1.24M +$352K +3,805 +40%
SFS
803
Summit Financial Strategies
Ohio
$1.24M
AWM
804
Able Wealth Management
New Jersey
$1.24M -$51.9K -561 -4%
TTWM
805
TCV Trust & Wealth Management
Virginia
$1.23M +$173K +1,873 +16%
PRIG
806
Payden & Rygel Investment Group
California
$1.23M -$19.3M -208,969 -94%
PR
807
Payden & Rygel
California
$1.23M -$19.3M -208,969 -94%
BFM
808
Boston Financial Management
Massachusetts
$1.23M -$27.8K -300 -2%
FA
809
Fountainhead AM
New Jersey
$1.22M -$6.85K -74 -0.6%
FCB
810
First County Bank
Connecticut
$1.22M -$729K -7,874 -37%
AA
811
Argent Advisors
Louisiana
$1.21M +$28.6K +309 +2%
AIA
812
Arcadia Investment Advisors
Idaho
$1.2M
PCS
813
Personal CFO Solutions
New Jersey
$1.2M +$265K +2,862 +28%
1SB
814
1ST Source Bank
Indiana
$1.2M -$42.6K -460 -3%
CWG
815
Cornerstone Wealth Group
North Carolina
$1.19M +$52.9K +572 +5%
USB
816
Union Savings Bank
Connecticut
$1.19M -$1.02K -11 -0.1%
CIR
817
Clear Investment Research
Georgia
$1.18M -$27K -292 -2%
RA
818
Riversedge Advisors
Delaware
$1.18M -$220K -2,372 -16%
SXL
819
Summit X LLC
Missouri
$1.17M +$271K +2,918 +30%
MA
820
MKT Advisors
California
$1.17M
PWCM
821
Processus Wealth & Capital Management
Tennessee
$1.15M +$11.3K +122 +1%
SWM
822
Sendero Wealth Management
Texas
$1.14M -$23.1K -250 -2%
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14M -$1.67K -18 -0.1%
CFO
824
CVA Family Office
Colorado
$1.14M
CPIG
825
Chicago Partners Investment Group
Illinois
$1.14M -$30.2K -340 -3%