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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.

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 Market Value Shares Shares
Change
Shares
Change %
FMWA
126
Forvis Mazars Wealth Advisors
Missouri
$25.8M 305,596 -12,892 -4%
Pathstone Holdings
127
Pathstone Holdings
New Jersey
$25.5M 302,249 -1,155 -0.4%
CCFM
128
Clear Creek Financial Management
Washington
$25.4M 300,378 -12,142 -4%
SVCP
129
Silicon Valley Capital Partners
California
$24.8M 293,727 -8,632 -3%
LF
130
Lee Financial
Texas
$24.7M 292,080 +30,317 +12%
CIA
131
Concurrent Investment Advisors
Florida
$24.5M 290,579 +41,990 +17%
PS
132
Principal Securities
Iowa
$24.2M 286,898 -147,512 -34%
PSP
133
Principal Street Partners
Tennessee
$23.5M 277,570 +273 +0.1%
DSA
134
Droms Strauss Advisors
Missouri
$23.3M 275,619 +1,674 +0.6%
KL
135
KWMG LLC
Kansas
$23.2M 274,833 -3,158 -1%
BEC
136
Blue Edge Capital
Virginia
$23.1M 274,013 +18,216 +7%
CAG
137
Csenge Advisory Group
Florida
$23.1M 273,873 +44,218 +19%
Cerity Partners
138
Cerity Partners
New York
$22.6M 267,918 -1,476 -0.5%
IWA
139
Icon Wealth Advisors
Texas
$22.5M 266,242 +149,486 +128%
Corient Private Wealth
140
Corient Private Wealth
Florida
$22.3M 264,325 +9,900 +4%
DAM
141
Derbend Asset Management
Georgia
$22.2M 263,331 +10,503 +4%
SC
142
Saiph Capital
New Jersey
$22.2M 262,695 +10,293 +4%
Two Sigma Advisers
143
Two Sigma Advisers
New York
$21.9M 259,900 -422,100 -62%
SFI
144
SPC Financial Inc
Maryland
$21.7M 256,925 -2,665 -1%
CFA
145
Cahill Financial Advisors
Minnesota
$21.4M 253,640 -11,257 -4%
GIA
146
GHP Investment Advisors
Colorado
$21.3M 251,936 -5,297 -2%
PIA
147
Powell Investment Advisors
Florida
$21.2M 250,701 +2,120 +0.9%
HF
148
Halpern Financial
Virginia
$21.1M 250,404 -5,590 -2%
JWCA
149
J.W. Cole Advisors
Florida
$21M 248,600 +8,801 +4%
Prudential Financial
150
Prudential Financial
New Jersey
$20.7M 245,683 +115,937 +89%