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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 %
CHC
951
City Holding Co
West Virginia
$802K +$12K +130 +2%
AWM
952
Axxcess Wealth Management
California
$798K -$50.4K -545 -6%
BFS
953
Bare Financial Services
Pennsylvania
$795K -$39.3K -430 -5%
WCF
954
West Coast Financial
California
$794K -$7.87K -85 -1%
LFA
955
LGT Financial Advisors
Texas
$793K +$299K +3,231 +61%
BWL
956
Bogart Wealth LLC
Virginia
$789K +$32.6K +352 +4%
RSA
957
River Street Advisors
Illinois
$786K +$786K +8,498 New
4WM
958
4J Wealth Management
Virginia
$785K -$4.63K -50 -0.6%
TA
959
TFB Advisors
Kansas
$785K -$97.7K -1,056 -11%
FWM
960
Foguth Wealth Management
Michigan
$785K -$116K -1,250 -13%
TCWM
961
Total Clarity Wealth Management
Illinois
$782K +$185 +2 +0%
IAN
962
Integrated Advisors Network
Texas
$774K +$39K +421 +5%
FT
963
Fiduciary Trust
Massachusetts
$774K
BFG
964
Beacon Financial Group
Texas
$773K +$220K +2,376 +40%
FCFC
965
First Citizens Financial Corp
Iowa
$772K +$194K +2,098 +34%
WAM
966
Wallington Asset Management
Indiana
$765K -$131K -1,413 -15%
GKWIM
967
Gerber Kawasaki Wealth & Investment Management
California
$764K +$152K +1,638 +25%
4WM
968
49 Wealth Management
Texas
$763K +$202K +2,165 +36%
CIA
969
Capital Investment Advisors
Georgia
$758K +$73.6K +795 +11%
SIC
970
Salem Investment Counselors
North Carolina
$756K +$55.5K +600 +8%
SSB
971
Sandy Spring Bank
Maryland
$750K +$57.4K +620 +8%
HWA
972
HHM Wealth Advisors
Tennessee
$749K -$1.11K -12 -0.1%
FPGK
973
Financial Partners Group (Kansas)
Kansas
$747K -$26.4K -285 -3%
BONH
974
Bank of New Hampshire
New Hampshire
$747K +$1.11K +12 +0.1%
TC
975
Trilogy Capital
California
$746K +$165K +1,787 +28%