IVW icon

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 %
HVIA
1301
Hudson Valley Investment Advisors
New York
$287K
EB
1302
Eastern Bank
Massachusetts
$287K -$157K -1,854 -35%
WHCI
1303
W.H. Cornerstone Investments
Massachusetts
$285K -$114K -1,346 -28%
ARC
1304
Advisor Resource Council
Texas
$285K -$2.35M -31,329 -89%
TA
1305
TruWealth Advisors
Louisiana
$283K
LSA
1306
L & S Advisors
California
$283K -$422 -5 -0.1%
EIG
1307
Ellenbecker Investment Group
Wisconsin
$282K +$1.18K +14 +0.4%
LRIA
1308
Leonard Rickey Investment Advisors
Washington
$282K
IWN
1309
Independent Wealth Network
Iowa
$280K +$169 +2 +0.1%
GC
1310
Grimes & Company
Massachusetts
$280K +$35.7K +423 +15%
SFS
1311
Stiles Financial Services
Minnesota
$279K
PBF
1312
Petix & Botte Financial
California
$279K -$274K -3,244 -50%
SAI
1313
Savvy Advisors Inc
New York
$278K +$278K +3,289 New
GCM
1314
G2 Capital Management
Ohio
$278K
PI
1315
PFG Investments
New York
$277K +$277K +3,285 New
WCM
1316
Wealthcare Capital Management
Virginia
$277K -$5.83K -69 -2%
RA
1317
Ruggaard & Associates
Ohio
$276K
BMM
1318
Berkshire Money Management
Massachusetts
$276K +$276K +3,267 New
WIM
1319
WealthPlan Investment Management
Nebraska
$275K -$15.3K -181 -5%
AA
1320
Axiom Advisory
California
$275K +$253 +3 +0.1%
ECG
1321
Edge Capital Group
Georgia
$275K +$275K +3,251 New
VCM
1322
Vision Capital Management
Oregon
$272K
JCM
1323
Jag Capital Management
Missouri
$271K +$34.2K +405 +14%
PWM
1324
Paulson Wealth Management
Illinois
$270K
RBC
1325
Roble Belko & Company
Pennsylvania
$270K