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iShares S&P 500 Growth ETF

1,646 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
1,646
Holders Change
+59
Holders Change %
+3.72%
% of All Funds
23.94%
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 %
GP
1201
Girard Partners
Pennsylvania
$425K -$108K -1,168 -20%
SIM
1202
Stratos Investment Management
Ohio
$422K +$58.4K +631 +16%
NMG
1203
New Millennium Group
Utah
$421K +$1.76K +19 +0.4%
KFG
1204
Kingdom Financial Group
Arizona
$421K -$33.1K -358 -7%
FNB
1205
Farmers National Bank
Kentucky
$419K +$102K +1,106 +32%
JWM
1206
JFG Wealth Management
Colorado
$418K +$418K +4,521 New
PWPS
1207
Pinnacle Wealth Planning Services
Ohio
$417K +$56.6K +612 +16%
MWM
1208
Mascoma Wealth Management
New Hampshire
$415K -$92.5K -1,000 -18%
IWS
1209
Integrity Wealth Solutions
Colorado
$414K +$15.2K +164 +4%
TWP
1210
Tempus Wealth Planning
California
$413K +$413K +4,468 New
Kayne Anderson Rudnick Investment Management
1211
Kayne Anderson Rudnick Investment Management
California
$412K
BFA
1212
Beaumont Financial Advisors
Massachusetts
$412K
T
1213
TrueFG
Texas
$411K
BO
1214
Bank OZK
Arkansas
$410K -$42.5K -459 -9%
ONST
1215
Old North State Trust
North Carolina
$410K -$78.2K -846 -16%
FWI
1216
Facet Wealth Inc
Maryland
$410K +$410K +4,609 New
HCM
1217
Howland Capital Management
Massachusetts
$408K +$408K +4,404 New
BWM
1218
Brown Wealth Management
Illinois
$407K -$93 -1 -0%
UWPG
1219
Ullmann Wealth Partners Group
Florida
$405K
RZH
1220
Relyea Zuckerberg Hanson
Connecticut
$405K
LA
1221
Latitude Advisors
Florida
$401K +$153K +1,648 +61%
SC
1222
Shearwater Capital
Colorado
$400K -$16.4K -177 -4%
PIAS
1223
PCA Investment Advisory Services
Ohio
$397K -$4.81K -52 -1%
KA
1224
Kovack Advisors
Florida
$397K +$58.7K +634 +17%
NHC
1225
Nicholas Hoffman & Company
Georgia
$396K +$278 +3 +0.1%