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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 %
HB
1276
HTLF Bank
Colorado
$302K
AWP
1277
Accretive Wealth Partners
New Jersey
$302K
MFT
1278
Moisand Fitzgerald Tamayo
Florida
$301K -$9.37K -111 -3%
TGAM
1279
TBH Global Asset Management
Tennessee
$300K +$300K +3,556 New
CAM
1280
Cozad Asset Management
Illinois
$300K +$300K +3,553 New
VDI
1281
Vaughan David Investments
Illinois
$300K -$95.6K -1,133 -24%
CCG
1282
Catalina Capital Group
California
$298K -$122K -1,440 -29%
CP
1283
Coho Partners
Pennsylvania
$298K
ATWA
1284
Arbor Trust Wealth Advisors
Michigan
$298K +$13.3K +159 +5%
FPCG
1285
Forum Private Client Group
Indiana
$298K -$16.4K -194 -5%
RW
1286
RVW Wealth
California
$298K
CP
1287
Covenant Partners
Tennessee
$297K
KF
1288
KKM Financial
Illinois
$296K
WHG
1289
Westwood Holdings Group
Texas
$294K
SI
1290
Saxon Interests
Texas
$293K -$253 -3 -0.1%
HSWM
1291
Hubbell Strickland Wealth Management
Louisiana
$292K +$1.18K +14 +0.4%
OC
1292
Oarsman Capital
Wisconsin
$292K +$4.39K +52 +2%
LNB
1293
Ledyard National Bank
$291K +$291K +3,442 New
PFA
1294
Petra Financial Advisors
Colorado
$290K
CFS
1295
CRA Financial Services
New Jersey
$290K +$290K +3,431 New
PIM
1296
Pullen Investment Management
Florida
$289K +$289K +3,428 New
NL
1297
Navalign LLC
California
$289K -$1.27K -15 -0.4%
FNB
1298
Farmers National Bank
Kentucky
$289K +$289K +3,426 New
ACG
1299
Allen Capital Group
Nebraska
$289K
BC
1300
Burney Company
Virginia
$287K -$7.35K -87 -2%