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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 %
BWL
951
Bogart Wealth LLC
Virginia
$690K -$101K -1,193 -13%
MCM
952
Mattern Capital Management
Colorado
$689K -$626K -7,413 -48%
HWA
953
HHM Wealth Advisors
Tennessee
$685K +$29.2K +346 +4%
BHWM
954
Bar Harbor Wealth Management
New Hampshire
$682K -$60.5K -717 -8%
BONH
955
Bank of New Hampshire
New Hampshire
$680K -$61.6K -730 -8%
EPW
956
Evergreen Private Wealth
Colorado
$676K -$88.8K -1,052 -12%
WCG
957
Weaver Consulting Group
California
$676K +$185K +2,189 +38%
NCM
958
Neumann Capital Management
California
$676K -$118K -1,400 -15%
GI
959
GAMCO Investors
Connecticut
$676K
IAN
960
Integrated Advisors Network
Texas
$671K -$1.18K -14 -0.2%
SKK
961
Shepherd Kaplan Krochuk
Massachusetts
$670K +$84 +1 +0%
ACIM
962
Azimuth Capital Investment Management
Michigan
$669K -$20.5K -243 -3%
TC
963
TAP Consulting
Missouri
$667K +$33.3K +394 +5%
TWP
964
TFO Wealth Partners
Ohio
$663K -$27.7K -328 -4%
IIC
965
Ironwood Investment Counsel
Arizona
$663K
APW
966
Aurora Private Wealth
New Jersey
$661K -$31.7K -375 -5%
FCM
967
Fortis Capital Management
Washington
$661K +$661K +7,823 New
FCP
968
Fidelis Capital Partners
Florida
$656K +$208K +2,460 +46%
ST
969
Sageworth Trust
Pennsylvania
$656K -$31.4K -372 -5%
AFG
970
Atomi Financial Group
New York
$654K +$654K +7,749 New
CGA
971
Crescent Grove Advisors
Illinois
$653K +$83.9K +994 +15%
HCM
972
HMS Capital Management
Tennessee
$643K
SFWA
973
Summit Financial Wealth Advisors
Louisiana
$642K -$9.54K -113 -1%
PWH
974
Priebe Wealth Holdings
Minnesota
$641K -$24.1K -285 -4%
SIC
975
Salem Investment Counselors
North Carolina
$639K