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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 %
IWS
1126
Insight Wealth Strategies
California
$502K +$6.57K +71 +1%
HIP
1127
HUB Investment Partners
Texas
$501K +$26.7K +289 +6%
BFG
1128
Berger Financial Group
Minnesota
$501K -$646K -6,982 -56%
WIC
1129
Woodmont Investment Counsel
Tennessee
$500K
AIP
1130
Almanack Investment Partners
Pennsylvania
$499K -$50.8K -549 -9%
HB
1131
HTLF Bank
Colorado
$498K +$167K +1,800 +50%
WS
1132
Wedbush Securities
California
$497K +$106K +1,147 +27%
PI
1133
PFG Investments
New York
$497K +$193K +2,085 +63%
HA
1134
Herold Advisors
New York
$496K +$32.2K +348 +7%
WPA
1135
West Paces Advisors
Georgia
$496K +$58.1K +628 +13%
AFP
1136
Ausdal Financial Partners
Iowa
$494K +$48.1K +520 +11%
JFGIW
1137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$493K -$34K -367 -6%
PWP
1138
Principle Wealth Partners
Connecticut
$492K
CFP
1139
Catalyst Financial Partners
Massachusetts
$492K +$95.9K +1,036 +24%
DIA
1140
Dana Investment Advisors
Wisconsin
$492K
UAG
1141
United Advisor Group
Ohio
$492K +$92.3K +997 +23%
FI
1142
Financial Insights
Washington
$491K
Bank of Nova Scotia
1143
Bank of Nova Scotia
Ontario, Canada
$489K
SAM
1144
Summit Asset Management
Tennessee
$487K -$6.94K -75 -1%
EB
1145
Eastern Bank
Massachusetts
$486K +$172K +1,854 +55%
FF
1146
Francis Financial
$484K +$29.2K +316 +6%
SWM
1147
Segment Wealth Management
Texas
$483K +$30.5K +330 +7%
KCM
1148
KRS Capital Management
Michigan
$483K
MW
1149
Marcum Wealth
Ohio
$483K +$119K +1,284 +33%
GI
1150
GAMMA Investing
California
$480K +$194K +2,091 +68%