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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 %
LSPW
1226
Lake Street Private Wealth
Illinois
$340K +$30K +355 +10%
MWM
1227
Melfa Wealth Management
Massachusetts
$340K +$340K +4,025 New
MFG
1228
MidWestOne Financial Group
Iowa
$339K
RWM
1229
Ritholtz Wealth Management
New York
$338K -$21.5K -255 -6%
HFS
1230
Howard Financial Services
Texas
$338K -$21.1K -250 -6%
GPA
1231
Garrison Point Advisors
California
$338K
HNWAG
1232
High Net Worth Advisory Group
Florida
$338K
SL
1233
Summitry LLC
California
$338K +$338K +4,000 New
CFSG
1234
Community Financial Services Group
Vermont
$337K +$337K +3,988 New
VBFG
1235
Vishria Bird Financial Group
Tennessee
$335K
SIM
1236
Stratos Investment Management
Ohio
$332K +$332K +3,933 New
MW
1237
Marcum Wealth
Ohio
$332K -$479K -5,672 -59%
CA
1238
Crewe Advisors
Utah
$330K +$117K +1,385 +55%
PWPS
1239
Pinnacle Wealth Planning Services
Ohio
$329K +$35.5K +420 +12%
CWA
1240
Canvas Wealth Advisors
Kansas
$328K
HA
1241
HFG Advisors
Ohio
$328K -$40.5K -480 -11%
CCA
1242
Clarity Capital Advisors
Florida
$328K +$338 +4 +0.1%
AWM
1243
Affinity Wealth Management
Delaware
$325K
CWA
1244
Cornerstone Wealth Advisors
Minnesota
$325K
AF
1245
Apollon Financial
South Carolina
$325K -$99.6K -1,180 -23%
PGA
1246
Portland Global Advisors
Maine
$324K
CFC
1247
Coyle Financial Counsel
Illinois
$324K
GI
1248
Gradient Investments
Minnesota
$323K -$36.1K -427 -10%
CWA
1249
Clearview Wealth Advisors
Oregon
$322K -$107K -1,264 -25%
WTC
1250
WhitTier Trust Company
Nevada
$321K