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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 %
OAM
851
Oppenheimer Asset Management
New York
$1.05M -$161K -1,741 -13%
ACP
852
Aveo Capital Partners
Colorado
$1.04M +$192K +2,074 +23%
MCM
853
MidAtlantic Capital Management
Virginia
$1.04M
DC
854
Davenport & Co
Virginia
$1.03M +$81.7K +883 +9%
LWCFA
855
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M +$429K +4,471 +72%
SB
856
Simmons Bank
Arkansas
$1.03M +$542K +5,852 +111%
TW
857
TritonPoint Wealth
Maryland
$1.03M -$17.4K -188 -2%
FWM
858
Focused Wealth Management
New York
$1.02M -$58.9K -636 -5%
GM
859
GeoWealth Management
Illinois
$1.02M +$526K +5,683 +106%
LAS
860
Lloyd Advisory Services
Georgia
$1.02M +$1.02M +11,014 New
TFG
861
Taylor Financial Group
Virginia
$1M
CWM
862
C2C Wealth Management
Arizona
$1M -$5.55K -60 -0.6%
AQR Capital Management
863
AQR Capital Management
Connecticut
$1M -$20K -216 -2%
CWP
864
CFM Wealth Partners
Texas
$999K +$28.9K +312 +3%
AL
865
Aspiriant LLC
California
$998K +$333K +3,600 +50%
OSAM
866
O'Shaughnessy Asset Management
Connecticut
$994K -$81.6K -882 -8%
GPFA
867
Game Plan Financial Advisors
Ohio
$994K -$925 -10 -0.1%
WPC
868
Wedmont Private Capital
Pennsylvania
$989K +$192 +2 +0%
BOS
869
Bank of Stockton
California
$988K -$119K -1,291 -11%
HCM
870
Hollencrest Capital Management
California
$985K
BFS
871
Burkett Financial Services
South Carolina
$981K -$86.4K -934 -8%
TPW
872
TL Private Wealth
Texas
$980K +$58.4K +608 +6%
SWM
873
Stockman Wealth Management
Montana
$971K +$2.5K +27 +0.3%
KWA
874
Kingswood Wealth Advisors
California
$969K +$628K +6,784 +184%
HCMT
875
Highland Capital Management (Tennessee)
Tennessee
$962K -$20K -216 -2%