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 %
Jane Street
1426
Jane Street
New York
$204K +$204K +2,410 New
RMC
1427
Resources Management Corp
Connecticut
$203K
FSC
1428
Full Sail Capital
Oklahoma
$202K +$202K +2,390 New
VAMG
1429
Voisard Asset Management Group
Michigan
$201K
JF
1430
JSF Financial
California
$201K +$201K +2,378 New
CASB
1431
Cape Ann Savings Bank
Massachusetts
$201K +$201K +2,376 New
TPWM
1432
Twelve Points Wealth Management
Massachusetts
$201K -$51.9K -615 -21%
BSSFA
1433
Baron Silver Stevens Financial Advisors
Florida
$200K +$200K +2,370 New
PCM
1434
Perritt Capital Management
Illinois
$199K +$253 +3 +0.1%
CT
1435
Colonial Trust
South Carolina
$198K
PIS
1436
POM Investment Strategies
North Carolina
$195K
RFG
1437
REAP Financial Group
Texas
$187K +$111K +1,319 +148%
WTA
1438
Washington Trust Advisors
Massachusetts
$184K
RIA
1439
Realta Investment Advisors
Delaware
$182K +$182K +2,160 New
CWM
1440
Compass Wealth Management
Connecticut
$182K
GJWM
1441
Gilliland Jeter Wealth Management
Arkansas
$182K +$182K +2,155 New
GAG
1442
Goodman Advisory Group
Massachusetts
$181K
CPG
1443
Cornerstone Planning Group
New Jersey
$178K +$25.4K +305 +17%
BL
1444
BFSG LLC
California
$174K
CT
1445
Clearstead Trust
Maine
$173K
VWWMG
1446
Vermillion & White Wealth Management Group
Pennsylvania
$169K +$76.8K +909 +83%
WWP
1447
WR Wealth Planners
Missouri
$168K -$572K -6,775 -77%
GFPC
1448
Global Financial Private Client
Florida
$161K +$90.4K +1,069 +127%
FFA
1449
Founders Financial Alliance
North Carolina
$157K +$13.3K +157 +9%
TH
1450
TCTC Holdings
Texas
$155K