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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 %
FWA
926
FSM Wealth Advisors
Ohio
$750K +$84 +1 +0%
CAMG
927
CWA Asset Management Group
Florida
$748K +$4.64K +55 +0.6%
MA
928
Montag & Associates
Georgia
$746K +$3.04K +36 +0.4%
BFS
929
Bare Financial Services
Pennsylvania
$743K +$405K +4,990 +120%
OC
930
Oakworth Capital
Alabama
$743K -$37.8K -448 -5%
TWM
931
Thrive Wealth Management
Pennsylvania
$741K +$68.2K +808 +10%
LSAG
932
Lake Street Advisors Group
New Hampshire
$739K +$84 +1 +0%
MWM
933
Meridian Wealth Management
Kentucky
$735K -$17.5K -207 -2%
NB
934
NBT Bank
New York
$734K +$128K +1,515 +21%
WCF
935
West Coast Financial
California
$732K
T
936
Tidemark
California
$722K -$13.3K -157 -2%
4WM
937
4J Wealth Management
Virginia
$721K -$15.6K -185 -2%
CHC
938
City Holding Co
West Virginia
$721K +$39.8K +471 +6%
RW
939
Regimen Wealth
Georgia
$716K -$24.7K -293 -3%
CA
940
Continuum Advisory
Idaho
$714K +$350K +4,135 +96%
QCM
941
QRG Capital Management
Illinois
$714K +$13.5K +160 +2%
TCWM
942
Total Clarity Wealth Management
Illinois
$713K +$713K +8,444 New
SPP
943
Single Point Partners
Massachusetts
$710K
FT
944
Fiduciary Trust
Massachusetts
$706K
FPGK
945
Financial Partners Group (Kansas)
Kansas
$706K +$5.07K +60 +0.7%
FIM
946
Fernwood Investment Management
Massachusetts
$703K
NSB
947
Norway Savings Bank
Maine
$697K -$313K -3,709 -31%
ASFA
948
All Season Financial Advisors
Colorado
$696K +$67.4K +798 +11%
FIB
949
First Interstate Bank
Montana
$695K
Betterment LLC
950
Betterment LLC
New York
$695K -$340K -4,024 -33%