IVW icon

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 %
BBPWM
1101
Blue Bell Private Wealth Management
Pennsylvania
$534K
AGWCA
1102
Annis Gardner Whiting Capital Advisors
Florida
$534K -$7.31K -79 -1%
SWA
1103
Strata Wealth Advisors
Texas
$533K -$463 -5 -0.1%
TA
1104
TrueWealth Advisors
Alabama
$530K +$129K +1,390 +32%
CPSAC
1105
Chas P. Smith & Associates (CPS)
Florida
$530K -$32.7K -353 -6%
GCIM
1106
Gunn & Company Investment Management
Florida
$530K +$530K +5,731 New
CFA
1107
CWS Financial Advisors
Michigan
$528K +$69K +746 +15%
MCM
1108
Mengis Capital Management
Oregon
$528K
PAM
1109
Palisade Asset Management
Minnesota
$528K
DSC
1110
Duncker Streett & Co
Missouri
$528K +$185 +2 +0%
FWCM
1111
Ferguson Wellman Capital Management
Oregon
$523K -$98.1K -1,060 -16%
AWA
1112
Amplius Wealth Advisors
Pennsylvania
$519K +$65.2K +704 +14%
BMWM
1113
Brown Miller Wealth Management
Virginia
$517K -$53.1K -574 -9%
LJAC
1114
L.J. Altfest & Co
New York
$515K
SFG
1115
Sage Financial Group
Pennsylvania
$515K
GA
1116
Goldstein Advisors
Wisconsin
$514K +$27.4K +296 +6%
BC
1117
Brio Consultants
California
$513K
GSEP
1118
Golden State Equity Partners
California
$513K +$513K +5,540 New
BOPW
1119
Brandywine Oak Private Wealth
Pennsylvania
$511K
EP
1120
Edgestream Partners
New Jersey
$509K -$443K -4,783 -47%
CCA
1121
Conservest Capital Advisors
Pennsylvania
$508K
GCA
1122
Gradient Capital Advisors
California
$508K +$33.7K +364 +7%
WCM
1123
WealthBridge Capital Management
Ohio
$507K
RWM
1124
Ritholtz Wealth Management
New York
$504K +$133K +1,441 +36%
EFG
1125
Everhart Financial Group
Ohio
$502K -$26.7K -288 -5%