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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 %
TCOTS
851
Trust Company of the South
North Carolina
$886K -$5.07K -60 -0.6%
B
852
Barings
North Carolina
$885K -$43.1M -510,182 -98%
CWP
853
CFM Wealth Partners
Texas
$885K -$25K -296 -3%
SWM
854
Stockman Wealth Management
Montana
$884K
JFG
855
JMG Financial Group
Illinois
$882K +$15.1K +179 +2%
WPC
856
Wedmont Private Capital
Pennsylvania
$870K +$84 +1 +0%
APC
857
Aspire Private Capital
North Carolina
$870K +$483K +5,725 +125%
MA
858
MONECO Advisors
Connecticut
$869K -$4.98K -59 -0.6%
EP
859
Edgestream Partners
New Jersey
$868K +$538K +6,373 +163%
AIA
860
Arbor Investment Advisors
North Carolina
$866K +$24.9K +295 +3%
DC
861
Davenport & Co
Virginia
$865K +$79.7K +944 +10%
EC
862
Eaton-Cambridge
Arizona
$863K
CS
863
Credit Suisse
Switzerland
$863K -$1.94K -23 -0.2%
DCM
864
Dimension Capital Management
Florida
$862K
PCS
865
Personal CFO Solutions
New Jersey
$852K +$15.8K +187 +2%
CA
866
Calton & Associates
Florida
$851K -$8.44K -100 -1%
SIC
867
Sigma Investment Counselors
Michigan
$850K
FRA
868
Front Row Advisors
California
$850K +$413K +4,891 +95%
PCI
869
Planning Center Inc
Illinois
$848K -$21.1K -250 -2%
SNB
870
Security National Bank
Nebraska
$847K
IA
871
IFG Advisors
Missouri
$846K +$169 +2 +0%
AIA
872
Alternative Investment Advisors
Florida
$843K +$132K +1,555 +18%
CPA
873
Capital Planning Advisors
California
$841K
SWM
874
SeaCrest Wealth Management
New York
$840K -$164K -1,940 -16%
LTI
875
Laffer Tengler Investments
Tennessee
$839K