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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 %
SPWG
1001
Sage Private Wealth Group
Illinois
$597K -$320K -3,789 -35%
RFA
1002
Resurgent Financial Advisors
Georgia
$597K -$277K -3,286 -32%
FCH
1003
Freestone Capital Holdings
Washington
$596K +$60.7K +719 +11%
IPW
1004
Intergy Private Wealth
Colorado
$595K
CC
1005
Chicago Capital
Illinois
$594K -$455K -5,394 -43%
AC
1006
Apella Capital
Connecticut
$594K +$232K +2,757 +64%
SMA
1007
Seven Mile Advisory
New Jersey
$593K -$2.03K -24 -0.3%
CBFP
1008
Cedar Brook Financial Partners
Ohio
$592K +$11.4K +135 +2%
HCM
1009
Harvey Capital Management
Florida
$591K
HWA
1010
HCR Wealth Advisors
California
$590K +$676 +8 +0.1%
DI
1011
Disciplined Investments
Oklahoma
$589K +$46.9K +556 +9%
VHAM
1012
Van Hulzen Asset Management
California
$587K
AC
1013
Annandale Capital
Texas
$587K
PMFA
1014
Plante Moran Financial Advisors
Michigan
$583K +$80.8K +957 +16%
IGWM
1015
ICA Group Wealth Management
Colorado
$578K +$110K +1,304 +24%
STCOSD
1016
Sageworth Trust Company of South Dakota
South Dakota
$575K
SFA
1017
Semmax Financial Advisors
North Carolina
$573K +$490K +5,783 +594%
EWA
1018
ERTS Wealth Advisors
Michigan
$569K -$7.18K -85 -1%
NRC
1019
New Republic Capital
North Carolina
$568K +$213K +2,521 +60%
OPW
1020
Oxler Private Wealth
New York
$567K +$422 +5 +0.1%
FWCM
1021
Ferguson Wellman Capital Management
Oregon
$567K -$336K -3,980 -37%
PNC
1022
Park National Corp
Ohio
$566K +$53.4K +632 +10%
SJGA
1023
Stephen J. Garry & Associates
New York
$562K -$39.9K -472 -7%
GKWIM
1024
Gerber Kawasaki Wealth & Investment Management
California
$559K +$19.3K +229 +4%
CICC
1025
Capital Investment Counsel (Colorado)
Colorado
$559K +$559K +6,620 New