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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 %
AI
1151
Accredited Investors
Minnesota
$405K -$23.7K -281 -6%
FSWA
1152
Financial Synergies Wealth Advisors
Texas
$405K -$338 -4 -0.1%
CFG
1153
Cooper Financial Group
California
$404K +$39.2K +464 +11%
S
1154
Sachetta
Massachusetts
$404K
PIWA
1155
Prevail Innovative Wealth Advisors
Kansas
$404K +$404K +4,783 New
CCM
1156
Condor Capital Management
New Jersey
$403K
WLPWM
1157
Walled Lake Planning & Wealth Management
Illinois
$400K -$1.6K -19 -0.4%
WPA
1158
West Paces Advisors
Georgia
$399K +$395K +4,676 +9,169%
SCM
1159
Seascape Capital Management
New Hampshire
$398K
MCM
1160
Morton Capital Management
California
$398K
SSW
1161
Stone Summit Wealth
Florida
$397K -$12.7K -150 -3%
GSIAS
1162
Garden State Investment Advisory Services
New Jersey
$395K +$31.8K +376 +9%
GAG
1163
GM Advisory Group
New York
$394K
SWA
1164
SFMG Wealth Advisors
Texas
$394K -$4.64K -55 -1%
GG
1165
Gleason Group
Kentucky
$392K -$42.4K -502 -10%
JWM
1166
JGP Wealth Management
Oregon
$392K -$370K -4,382 -49%
OHWP
1167
Oak Harbor Wealth Partners
North Carolina
$390K -$106K -1,257 -21%
WAM
1168
WNY Asset Management
New York
$388K
LWM
1169
LJI Wealth Management
Indiana
$388K +$169 +2 +0%
FB
1170
Fulton Bank
Pennsylvania
$387K -$12.7K -150 -3%
KHC
1171
Koesten Hirschmann & Crabtree
Kansas
$385K +$385K +4,558 New
SFC
1172
Swisher Financial Concepts
Ohio
$384K -$2.35K -28 -0.6%
AAP
1173
Arax Advisory Partners
Colorado
$384K +$28.5K +338 +8%
VPIM
1174
Vanguard Personalized Indexing Management
California
$383K +$383K +4,541 New
NMG
1175
New Millennium Group
Utah
$383K -$1.6K -19 -0.4%