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iShares S&P 500 Growth ETF

1,587 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 142 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+46
Holders Change %
+2.99%
% of All Funds
23.01%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
142
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 %
PAI
1451
Pittenger & Anderson Inc
Nebraska
$147K
LWA
1452
Lowe Wealth Advisors
Maryland
$139K
ADL
1453
Asset Dedication LLC
California
$139K -$30.5K -361 -18%
EWM
1454
Evermay Wealth Management
Virginia
$138K +$73.6K +872 +115%
CPA
1455
Cardiff Park Advisors
California
$137K
NS
1456
NBC Securities
Alabama
$132K
AA
1457
Addison Advisors
Vermont
$130K
BSB
1458
Bangor Savings Bank
Maine
$129K -$3.38K -40 -3%
FPB
1459
First PREMIER Bank
South Dakota
$129K
NIC
1460
Northwest Investment Counselors
Oregon
$129K +$129K +1,524 New
RFG
1461
RFP Financial Group
Georgia
$127K
RG
1462
Retirement Group
California
$120K
FCMT
1463
Founders Capital Management (Texas)
Texas
$117K
CIA
1464
Cape Investment Advisory
Georgia
$117K +$43.3K +513 +59%
GA
1465
GoalVest Advisory
New York
$113K
CSWG
1466
Cardinal Strategic Wealth Guidance
Kentucky
$112K
BL
1467
Balentine LLC
Georgia
$112K -$59.4K -704 -35%
RTL
1468
Red Tortoise LLC
Georgia
$111K +$929 +11 +0.8%
JFG
1469
JDM Financial Group
Texas
$110K
ITIM
1470
Indiana Trust & Investment Management
Indiana
$108K
IIL
1471
Insight Inv LLC
California
$108K
PP
1472
PFS Partners
New Jersey
$107K
AA
1473
AlphaMark Advisors
Kentucky
$106K +$1.69K +20 +2%
WBC
1474
West Branch Capital
Massachusetts
$105K +$84 +1 +0.1%
CWA
1475
Core Wealth Advisors
Florida
$104K -$5.24K -62 -5%