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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 %
WCM
1326
Wealthcare Capital Management
Virginia
$303K -$93 -1 -0%
ESBC
1327
E.S. Barr & Co
Kentucky
$303K +$60.2K +650 +25%
RA
1328
Ruggaard & Associates
Ohio
$303K
WIM
1329
WealthPlan Investment Management
Nebraska
$302K +$185 +2 +0.1%
JCM
1330
Jag Capital Management
Missouri
$301K +$4.91K +53 +2%
ECG
1331
Edge Capital Group
Georgia
$301K
MCC
1332
Maiden Cove Capital
Maine
$299K +$299K +3,539 New
FSWA
1333
Financial Synergies Wealth Advisors
Texas
$299K -$145K -1,567 -33%
GSIAS
1334
Garden State Investment Advisory Services
New Jersey
$299K -$134K -1,446 -31%
VCM
1335
Vision Capital Management
Oregon
$298K
EW
1336
Evoke Wealth
California
$298K -$104K -1,128 -26%
SIC
1337
Samalin Investment Counsel
New York
$297K -$236K -2,554 -44%
FPCG
1338
Forum Private Client Group
Indiana
$297K -$30K -324 -9%
PWM
1339
Paulson Wealth Management
Illinois
$296K
RBC
1340
Roble Belko & Company
Pennsylvania
$296K
KCPG
1341
Kavar Capital Partners Group
Kansas
$295K
CSWM
1342
Cassady Schiller Wealth Management
Ohio
$295K
UCB
1343
United Community Bank
South Carolina
$293K -$53.3K -576 -15%
FDS
1344
Freedom Day Solutions
Texas
$293K
ZIG
1345
Zullo Investment Group
Pennsylvania
$293K
RRWA
1346
Rainey & Randall Wealth Advisors
Florida
$292K
APW
1347
Axim Planning & Wealth
Ohio
$291K +$291K +3,147 New
TIM
1348
Tortoise Investment Management
New York
$291K
CHA
1349
Carmichael Hill & Associates
Maryland
$290K
KFC
1350
Klingenstein Fields & Co
New York
$289K +$289K +3,120 New