IVW icon

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 %
MSFS
1226
Main Street Financial Solutions
Pennsylvania
$396K
BCP
1227
Blue Chip Partners
Michigan
$396K -$1.11K -12 -0.3%
WH
1228
Willner & Heller
California
$395K -$2.68K -29 -0.7%
ERIC
1229
Eagle Rock Investment Company
Georgia
$393K
PFM
1230
Phillips Financial Management
Indiana
$393K +$6.02K +65 +2%
FPCP
1231
Fort Point Capital Partners
California
$391K
FWM
1232
FFT Wealth Management
Pennsylvania
$390K -$613K -6,626 -61%
LSPW
1233
Lake Street Private Wealth
Illinois
$389K +$16.5K +178 +4%
RVPG
1234
Relative Value Partners Group
$389K +$130K +1,407 +50%
SAI
1235
Savvy Advisors Inc
New York
$388K +$83.7K +905 +28%
CKAIS
1236
Christensen King & Associates Investment Services
Washington
$388K -$18.4K -199 -5%
CCM
1237
Canal Capital Management
Virginia
$387K +$370 +4 +0.1%
AAS
1238
Annex Advisory Services
Wisconsin
$385K +$10.2K +110 +3%
KHC
1239
Koesten Hirschmann & Crabtree
Kansas
$385K
UFA
1240
US Financial Advisors
Massachusetts
$380K -$2.68K -29 -0.7%
GJIA
1241
Glass Jacobson Investment Advisors
Maryland
$379K -$5.55K -60 -1%
GI
1242
Gradient Investments
Minnesota
$379K +$25.4K +274 +7%
HAS
1243
Holland Advisory Services
Florida
$376K +$370 +4 +0.1%
FB
1244
Fulton Bank
Pennsylvania
$375K -$50K -540 -12%
ZF
1245
Zhang Financial
Michigan
$374K
MWM
1246
Melfa Wealth Management
Massachusetts
$372K
MFG
1247
MidWestOne Financial Group
Iowa
$372K
TL
1248
Tradewinds LLC
North Carolina
$371K +$371K +4,014 New
HFS
1249
Howard Financial Services
Texas
$371K +$185 +2 +0%
HNWAG
1250
High Net Worth Advisory Group
Florida
$370K