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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 %
MSG
1076
Main Street Group
Virginia
$573K +$1.96K +21 +0.3%
SMA
1077
Sage Mountain Advisors
Georgia
$571K +$81.8K +884 +17%
JAG
1078
Journey Advisory Group
Kentucky
$569K
SJGA
1079
Stephen J. Garry & Associates
New York
$565K -$50.9K -550 -8%
OHIS
1080
Oak Harvest Investment Services
Texas
$565K +$109K +1,175 +24%
WFAG
1081
Worth Financial Advisory Group
North Carolina
$565K -$15.2K -164 -3%
JWM
1082
JGP Wealth Management
Oregon
$563K +$134K +1,444 +31%
S
1083
Sachetta
Massachusetts
$562K +$83.9K +944 +18%
WTB
1084
Washington Trust Bank
Washington
$559K
TCOTS
1085
Trust Company of the South
North Carolina
$557K -$414K -4,475 -43%
CFG
1086
Cooper Financial Group
California
$556K +$113K +1,222 +26%
SFG
1087
SNS Financial Group
Minnesota
$554K
EIA
1088
Eldridge Investment Advisors
New Hampshire
$552K
CWM
1089
Congress Wealth Management
Massachusetts
$549K -$18.4K -199 -3%
FCM
1090
Fortis Capital Management
Washington
$549K -$175K -1,893 -24%
AUB
1091
Atlantic Union Bankshares
Virginia
$549K
RMDI
1092
R.M. Davis Inc
Maine
$547K +$547K +5,908 New
EWA
1093
Evolution Wealth Advisors
Florida
$546K +$16.7K +180 +3%
GWS
1094
Glassman Wealth Services
Virginia
$543K
T
1095
TCWP
Ohio
$541K +$208K +2,248 +63%
LCGC
1096
Legacy Capital Group California
California
$538K +$245K +2,651 +84%
NDSI
1097
Newman Dignan & Sheerar Inc
Rhode Island
$538K -$5.28K -57 -1%
OPWM
1098
Oakwell Private Wealth Management
Texas
$537K +$9.25K +100 +2%
KA
1099
Klingman & Associates
New York
$535K
SWA
1100
Sax Wealth Advisors
New Jersey
$535K +$370 +4 +0.1%