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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 %
DT
976
Diversified Trust
Tennessee
$637K
LWANC
977
Laurel Wealth Advisors (North Carolina)
North Carolina
$634K
T
978
TNF
Montana
$633K -$2.89M -35,510 -82%
SSB
979
Sandy Spring Bank
Maryland
$632K -$8.87K -105 -1%
CL
980
CIM LLC
New York
$629K
AFG
981
Albion Financial Group
Utah
$625K -$52.6K -623 -8%
SCTC
982
Sanibel Captiva Trust Company
Florida
$625K
CIA
983
Capital Investment Advisors
Georgia
$624K -$7.77K -92 -1%
CTA
984
Chesley Taft & Associates
Illinois
$622K
GLR
985
Great Lakes Retirement
Ohio
$620K -$146K -1,734 -19%
MC
986
Middleton & Co
Massachusetts
$618K +$116K +1,375 +23%
CWM
987
Castle Wealth Management
Florida
$618K -$47.7K -565 -7%
BCM
988
BluePointe Capital Management
California
$616K
MM
989
Meridian Management
Arkansas
$614K
Neuberger Berman Group
990
Neuberger Berman Group
New York
$614K +$187K +2,219 +44%
FHA
991
Flagship Harbor Advisors
Massachusetts
$613K -$87K -1,030 -12%
FDCP
992
Foster Dykema Cabot & Partners
Massachusetts
$612K
NCM
993
NCM Capital Management
New Jersey
$608K -$37.6K -445 -6%
MWP
994
Madison Wealth Partners
Wisconsin
$607K
AL
995
Aspiriant LLC
California
$607K -$32.8K -388 -5%
DAS
996
Diversify Advisory Services
Utah
$606K +$606K +7,165 New
CGFA
997
Colton Groome Financial Advisors
North Carolina
$606K -$48K -569 -7%
IRAG
998
Investment Research & Advisory Group
Georgia
$602K
HHWM
999
Hiley Hunt Wealth Management
Nebraska
$601K -$2.45K -29 -0.4%
JGIA
1000
Jackson Grant Investment Advisers
Connecticut
$601K +$591 +7 +0.1%