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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 %
BBPWM
1076
Blue Bell Private Wealth Management
Pennsylvania
$488K -$50.7K -600 -9%
SIC
1077
Samalin Investment Counsel
New York
$487K +$507 +6 +0.1%
SWA
1078
Strata Wealth Advisors
Texas
$486K -$49.4K -585 -9%
GP
1079
Girard Partners
Pennsylvania
$486K +$43.5K +515 +10%
EFG
1080
Everhart Financial Group
Ohio
$483K +$483K +5,717 New
EWA
1081
Evolution Wealth Advisors
Florida
$483K +$233K +2,755 +93%
MCM
1082
Mengis Capital Management
Oregon
$482K
PAM
1083
Palisade Asset Management
Minnesota
$482K
OPWM
1084
Oakwell Private Wealth Management
Texas
$482K
DSC
1085
Duncker Streett & Co
Missouri
$482K +$253 +3 +0.1%
JFGIW
1086
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$481K -$55.4K -656 -10%
FAM
1087
Formidable Asset Management
Ohio
$478K
OWA
1088
ORBA Wealth Advisors
Illinois
$473K -$33.8K -400 -7%
GIA
1089
Guyasuta Investment Advisors
Pennsylvania
$472K
LJAC
1090
L.J. Altfest & Co
New York
$470K
SFG
1091
Sage Financial Group
Pennsylvania
$470K
HBW
1092
Hazlett, Burt & Watson
West Virginia
$469K -$108K -1,277 -19%
BC
1093
Brio Consultants
California
$469K
PFA
1094
Pure Financial Advisors
California
$467K +$6.42K +76 +1%
BOPW
1095
Brandywine Oak Private Wealth
Pennsylvania
$466K
MWM
1096
Mascoma Wealth Management
New Hampshire
$463K -$66.7K -790 -13%
WCM
1097
WealthBridge Capital Management
Ohio
$463K
WIC
1098
Woodmont Investment Counsel
Tennessee
$456K -$16.9K -200 -4%
GM
1099
GeoWealth Management
Illinois
$454K +$308K +3,651 +212%
FI
1100
FWG Investments
Kentucky
$452K +$165K +1,958 +58%