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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 %
TTWM
826
TCV Trust & Wealth Management
Virginia
$968K
FPW
827
Flagship Private Wealth
Massachusetts
$965K
AWM
828
Aspire Wealth Management
Massachusetts
$953K +$575K +6,811 +152%
BCM
829
Brasada Capital Management
Texas
$951K
MCM
830
MidAtlantic Capital Management
Virginia
$946K
HKIMG
831
Hutchens & Kramer Investment Management Group
Indiana
$940K +$657K +7,772 +233%
AQR Capital Management
832
AQR Capital Management
Connecticut
$931K +$931K +11,024 New
PWMG
833
Private Wealth Management Group
New Jersey
$930K -$73K -865 -7%
MMPW
834
Mitchell McLeod Pugh & Williams
Alabama
$924K -$1.18K -14 -0.1%
IW
835
Imprint Wealth
South Carolina
$921K +$368K +4,356 +67%
CWM
836
C2C Wealth Management
Arizona
$921K -$21.4K -254 -2%
RF
837
RHS Financial
California
$918K +$152K +1,799 +20%
JFA
838
JNBA Financial Advisors
Minnesota
$917K -$26.8K -317 -3%
TFG
839
Taylor Financial Group
Virginia
$917K
FWM
840
FFT Wealth Management
Pennsylvania
$916K -$93.6K -1,109 -9%
FCA
841
Fortis Capital Advisors
Kansas
$915K
PS
842
Planned Solutions
California
$912K +$39.1K +463 +4%
GPFA
843
Game Plan Financial Advisors
Ohio
$907K -$42.2K -500 -4%
TW
844
TritonPoint Wealth
Maryland
$904K -$61.9K -771 -6%
HCM
845
Hollencrest Capital Management
California
$899K
PWA
846
Provenance Wealth Advisors
Florida
$898K -$676 -8 -0.1%
FA
847
Fiducient Advisors
Illinois
$897K -$147K -1,742 -14%
HCMT
848
Highland Capital Management (Tennessee)
Tennessee
$896K +$38.9K +461 +5%
AWM
849
Aprio Wealth Management
Georgia
$894K +$46.9K +555 +6%
PSF
850
Pacific Sun Financial
California
$887K -$11.4K -135 -1%