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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 %
PSIWM
1376
Paradigm Strategies in Wealth Management
Minnesota
$231K
SAM
1377
SP Asset Management
California
$231K +$253 +3 +0.1%
OWM
1378
Orgel Wealth Management
Wisconsin
$230K -$29.9K -354 -12%
PA
1379
PSI Advisors
Florida
$229K -$12.3K -146 -5%
AIM
1380
Avity Investment Management
Connecticut
$228K
VC
1381
Veery Capital
Delaware
$227K +$227K +2,691 New
LA
1382
Latitude Advisors
Florida
$227K +$227K +2,687 New
HG
1383
Harbor Group
New Hampshire
$227K -$10.2K -121 -4%
UL
1384
Unionview LLC
Washington
$226K -$8.28K -98 -4%
BCM
1385
Becker Capital Management
Oregon
$226K -$5.49K -65 -2%
UAS
1386
United Asset Strategies
New York
$226K
GCA
1387
Genesee Capital Advisors
New York
$225K
SMC
1388
Smith, Moore & Co
Missouri
$225K -$9.29K -110 -4%
WPP
1389
Whalerock Point Partners
Rhode Island
$223K +$223K +2,646 New
APW
1390
Atlantic Private Wealth
North Carolina
$221K +$253 +3 +0.1%
ESBC
1391
E.S. Barr & Co
Kentucky
$221K -$16.9K -200 -7%
GA
1392
Gordian Advisors
Arizona
$221K -$115K -1,366 -34%
CC
1393
Copperleaf Capital
North Carolina
$220K -$829K -9,819 -79%
CCM
1394
Crew Capital Management
Ohio
$220K +$220K +2,607 New
AWM
1395
Accurate Wealth Management
Florida
$219K -$3.73K -47 -2%
FCIM
1396
Fairview Capital Investment Management
California
$219K -$11.7K -139 -5%
LFS
1397
Legacy Financial Strategies
Kansas
$219K +$219K +2,596 New
CIBC World Market
1398
CIBC World Market
Ontario, Canada
$219K +$219K +2,596 New
CFGA
1399
Cambridge Financial Group (Arizona)
Arizona
$219K +$219K +2,591 New
SPWM
1400
Schrum Private Wealth Management
Florida
$217K +$217K +2,564 New