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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 %
WWM
1151
WT Wealth Management
Arizona
$480K -$5.92K -64 -1%
AC
1152
Abbrea Capital
California
$478K -$11.6K -125 -2%
GFA
1153
Gallagher Fiduciary Advisors
Illinois
$475K +$28K +303 +6%
CCM
1154
Condor Capital Management
New Jersey
$474K +$32.2K +348 +7%
W
1155
Wealthquest
Ohio
$474K
GIA
1156
Guyasuta Investment Advisors
Pennsylvania
$472K
LG
1157
LaFleur & Godfrey
Michigan
$472K +$213K +2,304 +83%
EW
1158
Enzi Wealth
Texas
$467K -$6.52K -68 -1%
MIA
1159
MainStreet Investment Advisors
Illinois
$466K +$81.4K +880 +21%
SCA
1160
STALEY CAPITAL ADVISERS
Pennsylvania
$466K +$466K +5,034 New
MMM
1161
Mendel Money Management
Illinois
$464K -$13.9K -150 -3%
GI
1162
GLOBALT Investments
Georgia
$463K
SF
1163
Summit Financial
New Jersey
$462K +$53.9K +582 +13%
PIFP
1164
Partners in Financial Planning
Virginia
$461K -$22.7K -245 -5%
FC
1165
Fusion Capital
South Carolina
$461K -$9.16K -99 -2%
ML
1166
McAdam LLC
Pennsylvania
$461K -$17K -184 -4%
PMFA
1167
Plante Moran Financial Advisors
Michigan
$459K -$181K -1,951 -28%
FPIS
1168
Financial Planning & Information Services
Wisconsin
$459K -$5.46K -59 -1%
NEWAS
1169
N.E.W. Advisory Services
Wisconsin
$458K
LGWM
1170
Litman Gregory Wealth Management
California
$457K
CGPCS
1171
Capital Group Private Client Services
California
$457K
QWM
1172
Quadcap Wealth Management
Texas
$455K +$455K +4,915 New
FIM
1173
Freedom Investment Management
Connecticut
$454K +$170K +1,841 +60%
LB
1174
Legacy Bridge
Iowa
$454K
OCFG
1175
O'Connor Financial Group
Illinois
$452K -$1.76K -19 -0.4%