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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 %
FFWA
1501
FRG Family Wealth Advisors
Washington
$65K +$65K +800 New
MIFH
1502
Migdal Insurance & Financial Holdings
Israel
$64K +$38.8K +462 +154%
FFA
1503
Frazier Financial Advisors
Ohio
$63.6K +$84 +1 +0.1%
IWP
1504
IAG Wealth Partners
Wisconsin
$62.1K -$6.33K -75 -9%
AP
1505
Aspect Partners
Virginia
$60.8K
CCM
1506
Chilton Capital Management
Texas
$59.2K -$28.3K -335 -32%
RP
1507
Rice Partnership
Hawaii
$56.4K
NRG
1508
Nemes Rush Group
Michigan
$54.5K +$42.2K +500 +345%
RWM
1509
Ruedi Wealth Management
Illinois
$54.3K
IBOK
1510
Independence Bank of Kentucky
Kentucky
$53.4K
TWD
1511
True Wealth Design
Ohio
$52.9K
CICI
1512
Capital Investment Counsel Inc
North Carolina
$51.7K
CWP
1513
Concord Wealth Partners
Virginia
$51.1K -$37.5K -444 -42%
SC
1514
Sawyer & Company
Massachusetts
$50.7K
WWM
1515
Wolff Wiese Magana
California
$50K
RCM
1516
Rain Capital Management
Oregon
$48.9K +$84 +1 +0.2%
VAG
1517
VisionPoint Advisory Group
Texas
$48.2K -$17.9K -212 -27%
NFSG
1518
Newbridge Financial Services Group
Florida
$46.6K -$36.6K -433 -44%
BHWM
1519
Beaird Harris Wealth Management
Texas
$46.4K
AFS
1520
Annapolis Financial Services
Maryland
$46.4K +$2.62K +31 +6%
First Manhattan
1521
First Manhattan
New York
$46.4K
CB
1522
Centennial Bank
Arkansas
$40.9K
WIM
1523
Westside Investment Management
California
$40.5K
KA
1524
Kozak & Associates
Colorado
$40.4K +$86 +1 +0.2%
DF
1525
Dunhill Financial
United Kingdom
$39.4K