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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 %
MMPW
826
Mitchell McLeod Pugh & Williams
Alabama
$1.13M +$115K +1,248 +11%
WA
827
Wealthstream Advisors
New York
$1.12M
SIAM
828
Sterling Investment Advisors (Missouri)
Missouri
$1.12M -$43.3K -468 -4%
MBI
829
May Barnhard Investments
Maryland
$1.11M +$925 +10 +0.1%
IIC
830
Integrated Investment Consultants
Michigan
$1.11M
CP
831
Canopy Partners
Ohio
$1.11M
RDFA
832
Ritter Daniher Financial Advisory
Ohio
$1.11M -$44K -475 -4%
PFBT
833
Parkside Financial Bank & Trust
Missouri
$1.1M -$19.7K -213 -2%
NW
834
NewEdge Wealth
Pennsylvania
$1.1M -$113K -1,217 -9%
WWP
835
Walden Wealth Partners
Ohio
$1.1M
LF
836
LifeSteps Financial
California
$1.09M
HP
837
Holistic Planning
Texas
$1.08M
WPW
838
Watershed Private Wealth
Illinois
$1.07M -$44.6K -482 -4%
WB
839
WesBanco Bank
West Virginia
$1.07M +$12.8K +138 +1%
TYCC
840
Texas Yale Capital Corp
Florida
$1.07M
SFA
841
Semmax Financial Advisors
North Carolina
$1.07M +$463K +5,117 +76%
MLL
842
Moody Lynn & Lieberson
Massachusetts
$1.07M
BCM
843
Brasada Capital Management
Texas
$1.07M
OPA
844
Old Port Advisors
Maine
$1.07M -$5.37K -58 -0.5%
LA
845
Lifeworks Advisors
Michigan
$1.07M +$466K +5,039 +78%
SVWAG
846
Sound View Wealth Advisors Group
Georgia
$1.06M
FPW
847
Flagship Private Wealth
Massachusetts
$1.06M
CFG
848
Clayton Financial Group
Missouri
$1.06M
MMHP
849
Murphy Middleton Hinkle & Parker
Georgia
$1.05M -$36.8K -398 -3%
BW
850
Bison Wealth
Georgia
$1.05M