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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 %
KCPG
1326
Kavar Capital Partners Group
Kansas
$270K -$270K -3,192 -50%
CSWM
1327
Cassady Schiller Wealth Management
Ohio
$269K
FDS
1328
Freedom Day Solutions
Texas
$268K -$4.73K -56 -2%
LCGC
1329
Legacy Capital Group California
California
$267K +$3.21K +38 +1%
ZIG
1330
Zullo Investment Group
Pennsylvania
$267K -$5.24K -62 -2%
RRWA
1331
Rainey & Randall Wealth Advisors
Florida
$267K -$11K -130 -4%
CWM
1332
Chesapeake Wealth Management
Virginia
$266K -$12.7K -150 -5%
TIM
1333
Tortoise Investment Management
New York
$265K
CHA
1334
Carmichael Hill & Associates
Maryland
$265K -$10K -119 -4%
SWM
1335
Shelton Wealth Management
Texas
$264K -$45.3K -537 -15%
SFWC
1336
Strategic Family Wealth Counselors
New Jersey
$264K +$264K +3,121 New
TCB
1337
Texas Capital Bancshares
Texas
$262K +$10.3K +122 +4%
MKC
1338
M. Kraus & Co
Vermont
$262K
GFWA
1339
Grey Fox Wealth Advisors
Delaware
$262K -$7.6K -90 -3%
CWM
1340
Core Wealth Management
Florida
$262K
GI
1341
GAMMA Investing
California
$261K
FIM
1342
Freedom Investment Management
Connecticut
$259K +$259K +3,066 New
SW
1343
SkyOak Wealth
Michigan
$259K
MI
1344
Motiv8 Investments
Florida
$256K
FAT
1345
First American Trust
California
$255K
OBWG
1346
Onyx Bridge Wealth Group
New York
$255K
RCG
1347
Regatta Capital Group
California
$255K
DWP
1348
Destiny Wealth Partners
Florida
$254K +$254K +3,010 New
SC
1349
Steph & Co
Wisconsin
$254K
PSA
1350
Plum Street Advisors
Louisiana
$254K +$254K +2,651 New