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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 %
FIB
976
First Interstate Bank
Montana
$743K -$18.2K -197 -2%
WCG
977
Weaver Consulting Group
California
$741K
GI
978
GAMCO Investors
Connecticut
$740K
NCM
979
Neumann Capital Management
California
$740K
CWP
980
Curated Wealth Partners
California
$737K +$737K +7,965 New
WF
981
Welch & Forbes
Massachusetts
$735K +$110K +1,150 +18%
SKK
982
Shepherd Kaplan Krochuk
Massachusetts
$734K
DWM
983
Dakota Wealth Management
Florida
$732K -$127K -1,374 -15%
TC
984
TAP Consulting
Missouri
$731K +$555 +6 +0.1%
SWP
985
Semus Wealth Partners
Florida
$731K +$262K +2,835 +56%
OC
986
Oakworth Capital
Alabama
$730K -$84.2K -910 -10%
OLVIG
987
Oliver Lagore Vanvalin Investment Group
Michigan
$728K +$249K +2,687 +52%
IIC
988
Ironwood Investment Counsel
Arizona
$727K
AC
989
Apella Capital
Connecticut
$726K +$48.4K +504 +7%
T
990
Tidemark
California
$723K -$68.9K -745 -9%
ACIM
991
Azimuth Capital Investment Management
Michigan
$721K -$11.8K -128 -2%
ST
992
Sageworth Trust
Pennsylvania
$718K
BHWM
993
Bar Harbor Wealth Management
New Hampshire
$715K -$33K -357 -4%
APW
994
Aurora Private Wealth
New Jersey
$710K -$13.8K -149 -2%
MCM
995
Mattern Capital Management
Colorado
$705K -$50.1K -541 -7%
HCM
996
HMS Capital Management
Tennessee
$704K
SFWA
997
Summit Financial Wealth Advisors
Louisiana
$704K
PWH
998
Priebe Wealth Holdings
Minnesota
$698K -$4.72K -51 -0.7%
Neuberger Berman Group
999
Neuberger Berman Group
New York
$695K +$22.3K +241 +3%
OP
1000
ORG Partners
Indiana
$693K +$693K +7,427 New