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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 %
TWM
876
TMD Wealth Management
Arizona
$835K -$422K -5,000 -34%
CCWM
877
Cassaday & Co Wealth Management
Virginia
$832K -$9.46K -112 -1%
SW
878
SVB Wealth
Massachusetts
$829K -$22.8K -270 -3%
PMG
879
ProVise Management Group
Florida
$827K -$896K -10,609 -52%
SYBT
880
Stock Yards Bank & Trust
Kentucky
$824K -$22.3K -264 -3%
SC
881
Scotia Capital
Ontario, Canada
$823K +$34.6K +410 +4%
RSWA
882
Robinson Smith Wealth Advisors
Maine
$822K
FWM
883
Foguth Wealth Management
Michigan
$822K +$822K +9,731 New
CB
884
Community Bank
New York
$821K
KW
885
KWB Wealth
California
$820K -$16.6K -197 -2%
MA
886
MCF Advisors
Kentucky
$819K -$123K -1,458 -13%
SXL
887
Summit X LLC
Missouri
$819K +$28.8K +341 +4%
TFO
888
Tarbox Family Office
California
$818K -$760 -9 -0.1%
WAM
889
Wallington Asset Management
Indiana
$818K -$455K -5,387 -36%
CWA
890
Consilio Wealth Advisors
Washington
$817K +$422 +5 +0.1%
PCA
891
Prosperity Capital Advisors
Ohio
$817K -$7.38M -87,331 -90%
SFMG
892
Sage Financial Management Group
Virginia
$813K -$4.14K -49 -0.5%
RIG
893
RiverFront Investment Group
Virginia
$810K +$436K +5,166 +117%
TPW
894
TL Private Wealth
Texas
$809K +$23.6K +280 +3%
GAM
895
Gemmer Asset Management
California
$809K -$844 -10 -0.1%
ODIJL
896
One Day In July LLC
Vermont
$809K +$35.7K +423 +5%
SHA
897
Seneca House Advisors
Virginia
$806K -$124K -1,470 -13%
JWBC
898
J.W. Burns & Co
New York
$803K
EWM
899
Empirical Wealth Management
Washington
$802K -$108K -1,275 -12%
LWM
900
Lakeridge Wealth Management
Ohio
$801K +$41.8K +495 +6%