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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 %
EPW
1026
Evergreen Private Wealth
Colorado
$658K -$83.5K -902 -11%
HBW
1027
Hazlett, Burt & Watson
West Virginia
$656K +$143K +1,549 +28%
IPW
1028
Intergy Private Wealth
Colorado
$653K
HWA
1029
HCR Wealth Advisors
California
$651K +$4.35K +47 +0.7%
SMA
1030
Seven Mile Advisory
New Jersey
$650K
HCM
1031
Harvey Capital Management
Florida
$648K
AC
1032
Annandale Capital
Texas
$643K
CGFA
1033
Colton Groome Financial Advisors
North Carolina
$642K -$21.6K -233 -3%
HHWM
1034
Hiley Hunt Wealth Management
Nebraska
$640K -$18.6K -201 -3%
AFG
1035
Atomi Financial Group
New York
$638K -$79.2K -856 -11%
GWA
1036
Geometric Wealth Advisors
District of Columbia
$632K +$632K +6,832 New
STCOSD
1037
Sageworth Trust Company of South Dakota
South Dakota
$630K
CL
1038
CIM LLC
New York
$629K -$43.8K -486 -7%
CA
1039
Continuum Advisory
Idaho
$625K -$155K -1,678 -20%
PCP
1040
Proficio Capital Partners
Massachusetts
$625K +$625K +6,756 New
LWA
1041
Lantern Wealth Advisors
New York
$623K +$134K +1,452 +27%
OPW
1042
Oxler Private Wealth
New York
$622K +$370 +4 +0.1%
SW
1043
SkyOak Wealth
Michigan
$621K +$338K +3,650 +119%
PNC
1044
Park National Corp
Ohio
$621K
PFA
1045
Pure Financial Advisors
California
$620K +$108K +1,165 +21%
FCH
1046
Freestone Capital Holdings
Washington
$616K -$36.7K -397 -6%
CC
1047
Chicago Capital
Illinois
$614K -$37K -400 -6%
TW
1048
TrinityPoint Wealth
Connecticut
$613K +$10.2K +110 +2%
PBF
1049
Petix & Botte Financial
California
$610K +$305K +3,293 +100%
PL
1050
Plancorp LLC
Missouri
$610K +$16.8K +181 +3%