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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 %
ATWA
1301
Arbor Trust Wealth Advisors
Michigan
$322K -$7.22K -78 -2%
SI
1302
Saxon Interests
Texas
$321K -$925 -10 -0.3%
HSWM
1303
Hubbell Strickland Wealth Management
Louisiana
$320K +$185 +2 +0.1%
AFG
1304
Allegheny Financial Group
Pennsylvania
$320K +$320K +3,456 New
GFPC
1305
Global Financial Private Client
Florida
$320K +$143K +1,546 +81%
PFA
1306
Petra Financial Advisors
Colorado
$318K
PIM
1307
Pullen Investment Management
Florida
$317K
NL
1308
Navalign LLC
California
$317K -$370 -4 -0.1%
LIG
1309
Lokken Investment Group
Delaware
$317K +$317K +3,422 New
ACG
1310
Allen Capital Group
Nebraska
$317K
CFS
1311
CRA Financial Services
New Jersey
$316K -$1.39K -15 -0.4%
WWP
1312
WR Wealth Planners
Missouri
$316K +$132K +1,421 +71%
BC
1313
Burney Company
Virginia
$315K
PIA
1314
Pinion Investment Advisors
Kansas
$314K +$314K +3,391 New
SPIA
1315
Strategic Point Investment Advisors
Rhode Island
$312K -$19.9K -215 -6%
AAG
1316
Armstrong Advisory Group
Massachusetts
$310K
TA
1317
TruWealth Advisors
Louisiana
$310K
LRIA
1318
Leonard Rickey Investment Advisors
Washington
$309K
LSA
1319
L & S Advisors
California
$309K -$1.11K -12 -0.4%
SWM
1320
Sagace Wealth Management
Florida
$306K +$306K +3,271 New
SFS
1321
Stiles Financial Services
Minnesota
$306K
IWN
1322
Independent Wealth Network
Iowa
$305K -$1.76K -19 -0.6%
AWM
1323
Accurate Wealth Management
Florida
$305K +$39.1K +407 +15%
GCM
1324
G2 Capital Management
Ohio
$304K
MCIA
1325
Mountain Capital Investment Advisors
Colorado
$303K +$24.6K +256 +9%