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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 %
WF
1026
Welch & Forbes
Massachusetts
$552K -$29K -344 -5%
TW
1027
TrinityPoint Wealth
Connecticut
$550K +$169 +2 +0%
PL
1028
Parthenon LLC
Kentucky
$550K +$87.5K +1,036 +19%
WA1
1029
Wimmer Associates 1
California
$550K
SWM
1030
Solano Wealth Management
California
$549K -$228K -2,704 -29%
GWM
1031
GDS Wealth Management
Texas
$549K -$25.2K -298 -4%
LA
1032
Lifeworks Advisors
Michigan
$548K +$548K +6,490 New
ST
1033
Sabal Trust
Florida
$547K
TI
1034
tru Independence
Oregon
$544K -$23.6K -280 -4%
WJWM
1035
Williams Jones Wealth Management
New York
$542K
PL
1036
Plancorp LLC
Missouri
$541K
FFS
1037
Founders Financial Securities
Maryland
$539K +$110K +1,303 +26%
ACA
1038
Affinity Capital Advisors
California
$538K -$3.29K -39 -0.6%
PO
1039
Private Ocean
California
$537K
JSW
1040
Journey Strategic Wealth
New Jersey
$537K +$537K +6,356 New
CMP
1041
Courage Miller Partners
Virginia
$534K -$30.7K -363 -5%
BHPW
1042
Beverly Hills Private Wealth
California
$532K +$296K +3,502 +125%
AT
1043
American Trust
Kentucky
$531K -$302K -3,582 -36%
TC
1044
Trilogy Capital
California
$530K +$136K +1,605 +34%
WFAG
1045
Worth Financial Advisory Group
North Carolina
$529K +$1.01K +12 +0.2%
MWA
1046
Monograph Wealth Advisors
California
$528K
FCFC
1047
First Citizens Financial Corp
Iowa
$527K +$13.7K +162 +3%
PA
1048
Pinnacle Associates
New York
$526K +$8.61K +102 +2%
BMWM
1049
Brown Miller Wealth Management
Virginia
$520K -$4.56K -54 -0.9%
JAG
1050
Journey Advisory Group
Kentucky
$520K -$45.2K -535 -8%