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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 %
DI
1051
Disciplined Investments
Oklahoma
$604K -$41.6K -449 -6%
PL
1052
Parthenon LLC
Kentucky
$603K
WA1
1053
Wimmer Associates 1
California
$603K
SWM
1054
Solano Wealth Management
California
$602K
OSNBOA
1055
Old Second National Bank of Aurora
Illinois
$595K +$595K +6,431 New
OWA
1056
ORBA Wealth Advisors
Illinois
$594K +$75.9K +820 +15%
WJWM
1057
Williams Jones Wealth Management
New York
$594K
FNC
1058
First National Corp
Massachusetts
$593K -$18.1K -196 -3%
VPIM
1059
Vanguard Personalized Indexing Management
California
$593K +$173K +1,869 +41%
CICC
1060
Capital Investment Counsel (Colorado)
Colorado
$593K -$19.5K -211 -3%
FAM
1061
Forte Asset Management
New York
$592K +$592K +6,400 New
ACA
1062
Affinity Capital Advisors
California
$590K
PO
1063
Private Ocean
California
$589K
JSW
1064
Journey Strategic Wealth
New Jersey
$589K +$740 +8 +0.1%
EWA
1065
ERTS Wealth Advisors
Michigan
$587K -$36.3K -392 -6%
WFC
1066
Western Financial Corp
California
$586K +$194K +2,098 +50%
CMP
1067
Courage Miller Partners
Virginia
$585K -$370 -4 -0.1%
EA
1068
Everpar Advisors
Oklahoma
$584K +$584K +6,310 New
GWM
1069
GDS Wealth Management
Texas
$584K -$17.4K -188 -3%
NAS
1070
Nicolet Advisory Services
Wisconsin
$582K +$97 +1 +0%
MWA
1071
Monograph Wealth Advisors
California
$579K
PA
1072
Pinnacle Associates
New York
$577K
TWCA
1073
Two West Capital Advisors
Kansas
$576K +$576K +6,226 New
TI
1074
tru Independence
Oregon
$575K -$20.9K -226 -4%
AWMNH
1075
Arcadia Wealth Management (New Hampshire)
New Hampshire
$573K +$197K +2,125 +52%