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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 %
WEG
1001
World Equity Group
Illinois
$690K -$503K -5,430 -42%
TWP
1002
TFO Wealth Partners
Ohio
$690K -$36.9K -399 -5%
WI
1003
Wintrust Investments
Illinois
$688K -$161K -1,742 -19%
DT
1004
Diversified Trust
Tennessee
$688K -$10.6K -115 -2%
SC
1005
Scotia Capital
Ontario, Canada
$687K -$215K -2,324 -24%
SCTC
1006
Sanibel Captiva Trust Company
Florida
$684K
CANC
1007
Culbertson A N & Co
Virginia
$682K -$146K -1,573 -18%
CTA
1008
Chesley Taft & Associates
Illinois
$681K
GLR
1009
Great Lakes Retirement
Ohio
$680K
FFS
1010
Founders Financial Securities
Maryland
$679K +$88.3K +954 +15%
LWANC
1011
Laurel Wealth Advisors (North Carolina)
North Carolina
$677K -$17.4K -188 -3%
CWM
1012
Castle Wealth Management
Florida
$677K
AFG
1013
Albion Financial Group
Utah
$676K -$9.44K -102 -1%
BCM
1014
BluePointe Capital Management
California
$675K
MM
1015
Meridian Management
Arkansas
$673K
MC
1016
Middleton & Co
Massachusetts
$672K -$5.09K -55 -0.8%
FDCP
1017
Foster Dykema Cabot & Partners
Massachusetts
$671K
VHAM
1018
Van Hulzen Asset Management
California
$671K +$27.8K +300 +4%
MWP
1019
Madison Wealth Partners
Wisconsin
$670K +$5.09K +55 +0.8%
HFA
1020
Hershey Financial Advisers
Pennsylvania
$669K +$669K +7,227 New
NCM
1021
NCM Capital Management
New Jersey
$666K
IRAG
1022
Investment Research & Advisory Group
Georgia
$660K
BHIA
1023
Birch Hill Investment Advisors
Massachusetts
$660K +$660K +7,131 New
FCP
1024
Fidelis Capital Partners
Florida
$660K
JGIA
1025
Jackson Grant Investment Advisers
Connecticut
$659K +$463 +5 +0.1%