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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 %
CA
1176
CGN Advisors
Kansas
$382K
C1AG
1177
Client 1st Advisory Group
Florida
$381K +$101K +1,194 +36%
VA
1178
Vident Advisory
Georgia
$381K +$145K +1,714 +61%
CIC
1179
Chilton Investment Company
Connecticut
$381K +$381K +4,513 New
SC
1180
Shearwater Capital
Colorado
$380K -$15.4K -182 -4%
KIA
1181
KCM Investment Advisors
California
$378K
Kayne Anderson Rudnick Investment Management
1182
Kayne Anderson Rudnick Investment Management
California
$377K +$98.7K +1,168 +36%
BFA
1183
Beaumont Financial Advisors
Massachusetts
$376K -$134K -1,592 -26%
SB
1184
Sunflower Bank
Texas
$376K
RMAM
1185
Raab & Moskowitz Asset Management
New Jersey
$375K +$59.5K +705 +19%
T
1186
TrueFG
Texas
$375K
PPP
1187
Private Portfolio Partners
New Jersey
$374K -$25.5K -302 -6%
SF
1188
Summit Financial
New Jersey
$372K +$48.9K +579 +15%
BWM
1189
Brown Wealth Management
Illinois
$372K +$591 +7 +0.2%
CKAIS
1190
Christensen King & Associates Investment Services
Washington
$371K -$8.36K -99 -2%
UWPG
1191
Ullmann Wealth Partners Group
Florida
$370K
RZH
1192
Relyea Zuckerberg Hanson
Connecticut
$369K
EW
1193
Evoke Wealth
California
$367K +$95.3K +1,129 +35%
PIAS
1194
PCA Investment Advisory Services
Ohio
$367K +$9.12K +108 +3%
TA
1195
TrueWealth Advisors
Alabama
$367K +$125K +1,483 +52%
VC
1196
Vicus Capital
Pennsylvania
$366K -$2.79K -33 -0.8%
AWA
1197
Arkadios Wealth Advisors
Georgia
$365K +$73.8K +874 +25%
RIM
1198
Redwood Investment Management
Arizona
$365K -$412K -4,876 -53%
WG
1199
Welch Group
Alabama
$365K +$23.4K +277 +7%
UAG
1200
United Advisor Group
Ohio
$364K -$432K -5,113 -54%