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iShares S&P 500 Growth ETF

1,587 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 142 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

Holders
1,587
Holders Change
+46
Holders Change %
+2.99%
% of All Funds
23.01%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
142
Increased
573
Reduced
572
Closed
71
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M
Name Market Value Shares Shares
Change
Shares
Change %
AF
76
Allworth Financial
California
$48.7M 576,965 -20,048 -3%
SPC
77
Sigma Planning Corp
Michigan
$46.8M 554,831 +334,137 +151%
AAS
78
Avantax Advisory Services
Texas
$46.6M 551,873 +205,762 +59%
SCM
79
SCS Capital Management
Massachusetts
$46.6M 551,503 -236,550 -30%
NSIM
80
North Star Investment Management
Illinois
$44.8M 530,117 +10,676 +2%
FHB
81
First Hawaiian Bank
Hawaii
$44.7M 529,498 -101,868 -16%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$44.6M 528,291 +310 +0.1%
1IA
83
1834 Investment Advisors
Wisconsin
$43.2M 511,035 -23,132 -4%
SWPG
84
Strategic Wealth Partners Group
Illinois
$42.9M 508,118 +50,257 +11%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$42.8M 507,177 +10,755 +2%
KAS
86
Kestra Advisory Services
Texas
$42.2M 499,503 +69,954 +16%
PRWA
87
Platte River Wealth Advisors
Colorado
$41.8M 495,534 +104,601 +27%
PA
88
Probity Advisors
Texas
$41.3M 489,157 -14,192 -3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$41.3M 480,097 -77,268 -14%
Creative Planning
90
Creative Planning
Kansas
$41.2M 488,002 -2,034 -0.4%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$40.8M 482,841 -79,003 -14%
CAI
92
Capital Advisors Inc
Oklahoma
$40.2M 475,760 -30,363 -6%
CWM
93
Connecticut Wealth Management
Connecticut
$39.6M 469,423 -1,130 -0.2%
AWM
94
AE Wealth Management
Kansas
$38.5M 455,407 +88,236 +24%
AWMS
95
Advocacy Wealth Management Services
Georgia
$38M 449,485 +328,258 +271%
SPIA
96
Steward Partners Investment Advisory
New York
$37.8M 448,107 +262,528 +141%
CL
97
Choreo LLC
Illinois
$37.6M 445,321 -30,375 -6%
WWG
98
West Wealth Group
California
$36.3M 429,416 +356,397 +488%
WIA
99
World Investment Advisors
California
$36.2M 428,583 -82,836 -16%
GT
100
Greenleaf Trust
Michigan
$35.6M 421,369 -17,372 -4%