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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 %
Loomis, Sayles & Company
1476
Loomis, Sayles & Company
Massachusetts
$103K +$91.4K +1,084 +791%
MPWT
1477
MassMutual Private Wealth & Trust
Connecticut
$101K -$8.19K -97 -7%
FWM
1478
FSA Wealth Management
Massachusetts
$99.6K
Amundi
1479
Amundi
France
$91.9K -$46.6K -552 -34%
TAM
1480
Tucker Asset Management
Colorado
$90.9K +$90.9K +1,077 New
MIA
1481
Milestone Investment Advisors
Wisconsin
$90.9K
POIA
1482
Pin Oak Investment Advisors
Texas
$87K
CP
1483
Castleview Partners
Texas
$87K
BA
1484
Ballast Advisors
Minnesota
$86.9K
AIC
1485
Archer Investment Corporation
Indiana
$85.7K +$84 +1 +0.1%
AIM
1486
Anchor Investment Management
South Carolina
$85K +$591 +7 +0.7%
HCA
1487
Heck Capital Advisors
Wisconsin
$83.4K
S
1488
Syntrinsic
Colorado
$83K +$3.89K +46 +5%
SC
1489
SouthState Corp
Florida
$82.5K +$82.5K +977 New
CBT
1490
CoreFirst Bank & Trust
Kansas
$80.7K
TAM
1491
Townsend Asset Management
North Carolina
$80.2K -$12.3K -146 -13%
M
1492
MOTCO
Texas
$77.7K
SWM
1493
Sugarloaf Wealth Management
Georgia
$76.6K +$39.7K +470 +107%
AWM
1494
Abound Wealth Management
Tennessee
$74.3K
GWANC
1495
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.1K
TCA
1496
Trifecta Capital Advisors
Illinois
$71K -$42K -497 -37%
AIA
1497
Armor Investment Advisors
North Carolina
$69.7K +$3.8K +45 +6%
RA
1498
Rise Advisors
New York
$68.8K +$84 +1 +0.1%
CFFP
1499
Center for Financial Planning
Michigan
$68.7K
WIA
1500
Wetzel Investment Advisors
Indiana
$67.7K