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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 %
LHC
926
Little House Capital
Massachusetts
$846K
NFP
927
NorthLanding Financial Partners
New York
$842K -$3.89K -42 -0.5%
CB
928
Community Bank
New York
$842K -$57.4K -620 -6%
CGA
929
Crescent Grove Advisors
Illinois
$841K +$125K +1,353 +17%
BHPW
930
Beverly Hills Private Wealth
California
$841K +$258K +2,789 +44%
PB
931
Pinnacle Bancorp
Nebraska
$837K
LA
932
LexAurum Advisors
Kansas
$834K +$834K +9,011 New
SWM
933
SeaCrest Wealth Management
New York
$832K -$88.7K -959 -10%
SWA
934
SOA Wealth Advisors
New York
$832K +$555 +6 +0.1%
SAG
935
SageView Advisory Group
California
$831K -$9.18M -99,249 -92%
PMG
936
ProVise Management Group
Florida
$829K -$77.7K -840 -9%
BFEC
937
Benjamin F. Edwards & Company
Missouri
$826K -$481K -5,199 -37%
NRC
938
New Republic Capital
North Carolina
$824K +$202K +2,179 +32%
RMCM
939
Reynders McVeigh Capital Management
Massachusetts
$823K
FWA
940
FSM Wealth Advisors
Ohio
$822K
NB
941
NBT Bank
New York
$820K +$15.1K +163 +2%
KW
942
KWB Wealth
California
$820K
MA
943
Montag & Associates
Georgia
$818K
AIA
944
Arbor Investment Advisors
North Carolina
$815K -$133K -1,440 -14%
TWM
945
Thrive Wealth Management
Pennsylvania
$814K +$1.3K +14 +0.2%
FIM
946
Fernwood Investment Management
Massachusetts
$812K +$41.6K +450 +5%
Betterment LLC
947
Betterment LLC
New York
$810K +$48.2K +521 +6%
LSAG
948
Lake Street Advisors Group
New Hampshire
$809K +$93 +1 +0%
MWAM
949
Manhattan West Asset Management
California
$809K -$25.4K -275 -3%
SGWM
950
Sterling Group Wealth Management
California
$805K +$805K +8,699 New