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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 %
IWS
1101
Insight Wealth Strategies
California
$452K -$1.94K -23 -0.4%
SAM
1102
Summit Asset Management
Tennessee
$451K
LFA
1103
LGT Financial Advisors
Texas
$451K +$192K +2,278 +74%
PWP
1104
Principle Wealth Partners
Connecticut
$449K
DIA
1105
Dana Investment Advisors
Wisconsin
$449K
FI
1106
Financial Insights
Washington
$448K
LWA
1107
Lantern Wealth Advisors
New York
$446K +$446K +5,284 New
OWA
1108
Octavia Wealth Advisors
Ohio
$446K +$446K +5,284 New
SMA
1109
Sage Mountain Advisors
Georgia
$446K
AC
1110
Abbrea Capital
California
$446K -$12.7K -150 -3%
ONST
1111
Old North State Trust
North Carolina
$446K +$446K +5,280 New
Bank of Nova Scotia
1112
Bank of Nova Scotia
Ontario, Canada
$446K
SB
1113
Simmons Bank
Arkansas
$444K -$10.8K -128 -2%
GA
1114
Goldstein Advisors
Wisconsin
$444K -$4.64K -55 -1%
WWM
1115
WT Wealth Management
Arizona
$443K +$5.32K +63 +1%
PIFP
1116
Partners in Financial Planning
Virginia
$441K +$61.6K +730 +16%
KCM
1117
KRS Capital Management
Michigan
$441K
OLVIG
1118
Oliver Lagore Vanvalin Investment Group
Michigan
$437K +$247K +2,924 +130%
NOI
1119
Newton One Investments
Delaware
$437K -$7.52K -89 -2%
ML
1120
McAdam LLC
Pennsylvania
$436K +$18.4K +218 +4%
MMM
1121
Mendel Money Management
Illinois
$436K
HIP
1122
HUB Investment Partners
Texas
$433K +$95.1K +1,126 +28%
GCA
1123
Gradient Capital Advisors
California
$433K
W
1124
Wealthquest
Ohio
$432K -$37.7K -447 -8%
SHJ
1125
Sharkey, Howes & Javer
Colorado
$430K -$5.69M -67,403 -93%