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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 %
FC
1126
Fusion Capital
South Carolina
$429K -$88.1K -1,043 -17%
SWP
1127
Semus Wealth Partners
Florida
$427K +$427K +5,061 New
HA
1128
Herold Advisors
New York
$424K +$424K +5,016 New
FPIS
1129
Financial Planning & Information Services
Wisconsin
$423K -$28.2K -334 -6%
GI
1130
GLOBALT Investments
Georgia
$423K
CFA
1131
CWS Financial Advisors
Michigan
$419K -$86.9K -1,029 -17%
NEWAS
1132
N.E.W. Advisory Services
Wisconsin
$417K -$3.8K -45 -0.9%
LGWM
1133
Litman Gregory Wealth Management
California
$417K +$63.1K +747 +18%
CGPCS
1134
Capital Group Private Client Services
California
$417K
OHIS
1135
Oak Harvest Investment Services
Texas
$416K -$19.2K -227 -4%
VWA
1136
Visionary Wealth Advisors
Illinois
$416K +$5.32K +63 +1%
FF
1137
Francis Financial
$415K +$183K +2,169 +79%
LB
1138
Legacy Bridge
Iowa
$414K +$2.96K +35 +0.7%
KFG
1139
Kingdom Financial Group
Arizona
$414K +$414K +4,903 New
AWA
1140
Amplius Wealth Advisors
Pennsylvania
$414K +$338 +4 +0.1%
OCFG
1141
O'Connor Financial Group
Illinois
$414K -$2.03K -24 -0.5%
SWM
1142
Segment Wealth Management
Texas
$413K +$55.7K +660 +16%
BO
1143
Bank OZK
Arkansas
$413K +$77.3K +915 +23%
PNAA
1144
Pictet North America Advisors
Switzerland
$411K
GFA
1145
Gallagher Fiduciary Advisors
Illinois
$408K +$16.6K +196 +4%
EW
1146
Enzi Wealth
Texas
$407K +$5.6K +68 +1%
VCA
1147
Verdence Capital Advisors
Maryland
$407K -$31.5K -373 -7%
AFP
1148
Ausdal Financial Partners
Iowa
$407K +$40.4K +479 +11%
DFC
1149
DB Fitzpatrick & Co
Idaho
$407K -$38.8K -459 -9%
SC
1150
Schoolcraft Capital
Colorado
$406K +$18.7K +221 +5%