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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 %
EC
901
Eaton-Cambridge
Arizona
$901K -$44.9K -485 -5%
RSWA
902
Robinson Smith Wealth Advisors
Maine
$901K
MA
903
MCF Advisors
Kentucky
$898K
SW
904
SVB Wealth
Massachusetts
$897K -$11.1K -120 -1%
TFO
905
Tarbox Family Office
California
$897K +$278 +3 +0%
GAM
906
Gemmer Asset Management
California
$896K +$9.35K +101 +1%
CWA
907
Consilio Wealth Advisors
Washington
$894K -$1.02K -11 -0.1%
ODIJL
908
One Day In July LLC
Vermont
$886K +$93 +1 +0%
PS
909
Planned Solutions
California
$884K -$115K -1,245 -12%
SHA
910
Seneca House Advisors
Virginia
$884K
TF
911
Tompkins Financial
New York
$884K +$30.7K +332 +4%
FMTC
912
Farmers & Merchants Trust Company
California
$879K +$879K +9,500 New
JFA
913
JNBA Financial Advisors
Minnesota
$874K -$132K -1,422 -13%
CB
914
CNB Bank
Pennsylvania
$870K
ASFA
915
All Season Financial Advisors
Colorado
$869K +$106K +1,145 +14%
JWBC
916
J.W. Burns & Co
New York
$866K -$13.9K -150 -2%
PCM
917
Presidio Capital Management
California
$864K +$864K +9,336 New
ATFA
918
All Terrain Financial Advisors
Minnesota
$862K -$370 -4 -0%
AFA
919
American Financial Advisors
Georgia
$861K +$278 +3 +0%
GC
920
Garde Capital
Washington
$861K
AWA
921
Aaron Wealth Advisors
Illinois
$856K
QCM
922
QRG Capital Management
Illinois
$854K +$71.6K +774 +9%
FI
923
FWG Investments
Kentucky
$853K +$358K +3,871 +72%
SIC
924
Sigma Investment Counselors
Michigan
$853K -$78.7K -850 -8%
VP
925
Verum Partners
North Carolina
$849K +$463 +5 +0.1%