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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 %
GIA
176
Gladstone Institutional Advisory
Florida
$16.3M -$355K -4,206 -2%
DIP
177
DT Investment Partners
Pennsylvania
$16.3M +$2.13M +25,200 +15%
GPA
178
Guidance Point Advisors
Massachusetts
$16.3M +$176K +2,080 +1%
ASN
179
Advisory Services Network
Georgia
$16.2M +$1.97M +23,340 +14%
SFS
180
Security Financial Services
Indiana
$16.1M +$6.36M +75,318 +65%
SW
181
SteelPeak Wealth
California
$16M +$10.2M +121,065 +175%
CFB
182
Cullen/Frost Bankers
Texas
$16M -$27.7K -328 -0.2%
SHIM
183
Stone House Investment Management
Pennsylvania
$15.9M +$11.1M +131,553 +230%
FAIM
184
Financial Advocates Investment Management
Washington
$15.6M -$11.3K -133 -0.1%
Asset Management One
185
Asset Management One
Japan
$15.6M +$2.71M +32,100 +21%
AIA
186
Alera Investment Advisors
Illinois
$15.5M -$3.6M -42,590 -19%
MPW
187
MA Private Wealth
California
$15.3M +$142K +1,681 +0.9%
SS
188
Sunbelt Securities
Texas
$15.2M -$779K -9,223 -5%
ECM
189
Evergreen Capital Management
Washington
$15.2M -$1.11M -13,087 -7%
WA
190
Wealth Alliance
New York
$15.2M +$6.14M +72,715 +68%
RA
191
Rodgers & Associates
Pennsylvania
$15.2M -$937K -11,101 -6%
HGWM
192
Horst & Graben Wealth Management
Oregon
$15.1M +$8.27M +97,881 +121%
SWP
193
Stratos Wealth Partners
Ohio
$15M +$226K +2,682 +2%
SAM
194
Silvercrest Asset Management
New York
$14.8M -$1.86K -22 -0%
BTI
195
Blue Trust Inc
Georgia
$14.6M +$8.28M +98,074 +131%
IF
196
Ironwood Financial
Arizona
$14.5M -$36.6K -434 -0.3%
PCG
197
Prosperity Consulting Group
Maryland
$14.5M +$14.5M +171,745 New
CI
198
CX Institutional
Indiana
$14.5M +$4.4M +52,110 +44%
BCM
199
Brookstone Capital Management
Illinois
$14.3M +$4.83M +57,163 +51%
BCI
200
Brinker Capital Investments
Pennsylvania
$14.1M +$7.54M +89,352 +115%