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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 %
LGW
876
Leslie Global Wealth
Illinois
$960K +$960K +10,379 New
MA
877
MONECO Advisors
Connecticut
$955K +$3.15K +34 +0.3%
PSF
878
Pacific Sun Financial
California
$954K -$17.6K -190 -2%
TWC
879
TD Waterhouse Canada
Ontario, Canada
$954K -$30.4K -325 -3%
PWA
880
Provenance Wealth Advisors
Florida
$950K -$33.5K -362 -3%
PWMG
881
Private Wealth Management Group
New Jersey
$950K -$69.4K -750 -7%
DCM
882
Dimension Capital Management
Florida
$944K
CCWM
883
Cassaday & Co Wealth Management
Virginia
$942K +$29.8K +322 +3%
EAM
884
Empirical Asset Management
Massachusetts
$937K +$937K +10,129 New
CA
885
Calton & Associates
Florida
$934K +$1.48K +16 +0.2%
PCI
886
Planning Center Inc
Illinois
$929K
AWM
887
Aprio Wealth Management
Georgia
$928K -$51.4K -555 -5%
SNB
888
Security National Bank
Nebraska
$928K
IA
889
IFG Advisors
Missouri
$928K +$185 +2 +0%
FRA
890
Front Row Advisors
California
$922K -$9.07K -98 -1%
CPA
891
Capital Planning Advisors
California
$921K
LTI
892
Laffer Tengler Investments
Tennessee
$920K
Millennium Management
893
Millennium Management
New York
$917K +$917K +9,912 New
TWM
894
TMD Wealth Management
Arizona
$915K
LWM
895
Lakeridge Wealth Management
Ohio
$915K +$36.6K +395 +4%
LWM
896
LongView Wealth Management
Georgia
$914K +$67.5K +729 +8%
JFG
897
JMG Financial Group
Illinois
$913K -$53.7K -580 -6%
AWM
898
Atticus Wealth Management
Florida
$908K -$251K -2,709 -22%
MCWS
899
McKinley Carter Wealth Services
West Virginia
$905K +$70.9K +766 +9%
SYBT
900
Stock Yards Bank & Trust
Kentucky
$903K