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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 %
MSG
1051
Main Street Group
Virginia
$518K +$1.18K +14 +0.2%
CWM
1052
Congress Wealth Management
Massachusetts
$518K -$454K -5,380 -47%
MSAM
1053
Moloney Securities Asset Management
Missouri
$517K +$224K +2,652 +76%
CPSAC
1054
Chas P. Smith & Associates (CPS)
Florida
$514K +$21.3K +252 +4%
CAG
1055
Curtis Advisory Group
California
$510K -$208K -2,467 -29%
WTB
1056
Washington Trust Bank
Washington
$510K +$8.61K +102 +2%
4WM
1057
49 Wealth Management
Texas
$509K +$14.5K +172 +3%
CCA
1058
Conservest Capital Advisors
Pennsylvania
$508K -$3.97K -47 -0.8%
KFGK
1059
Keystone Financial Group (Kentucky)
Kentucky
$508K +$508K +6,019 New
SFG
1060
SNS Financial Group
Minnesota
$505K -$19.7K -233 -4%
BFG
1061
Beacon Financial Group
Texas
$505K +$189K +2,233 +60%
NAS
1062
Nicolet Advisory Services
Wisconsin
$504K -$107K -1,265 -17%
EIA
1063
Eldridge Investment Advisors
New Hampshire
$504K
AIP
1064
Almanack Investment Partners
Pennsylvania
$502K -$41K -485 -8%
CAM
1065
Crestone Asset Management
Colorado
$501K
AUB
1066
Atlantic Union Bankshares
Virginia
$501K
LWCFA
1067
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$500K -$22K -275 -4%
O3W
1068
Omni 360 Wealth
New Jersey
$497K -$179K -2,125 -27%
FNC
1069
First National Corp
Massachusetts
$496K
GWS
1070
Glassman Wealth Services
Virginia
$496K
NDSI
1071
Newman Dignan & Sheerar Inc
Rhode Island
$496K -$52.5K -622 -10%
AGWCA
1072
Annis Gardner Whiting Capital Advisors
Florida
$494K +$139K +1,650 +39%
KA
1073
Klingman & Associates
New York
$488K
BTWM
1074
Baker Tilly Wealth Management
Wisconsin
$488K -$88.8K -1,052 -15%
SWA
1075
Sax Wealth Advisors
New Jersey
$488K +$338 +4 +0.1%