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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 %
OPS
201
Orion Portfolio Solutions
Nebraska
$14.1M +$7.54M +89,352 +115%
MFIM
202
Mesirow Financial Investment Management
Illinois
$14.1M +$158K +1,871 +1%
GL
203
Graypoint LLC
New York
$13.9M +$1.93M +22,810 +16%
LNWTC
204
Laird Norton Wetherby Trust Company
Washington
$13.9M -$186K -2,200 -1%
SFP
205
Sterling Financial Planning
New Jersey
$13.9M -$713K -8,446 -5%
BHB
206
Bank Hapoalim BM
Israel
$13.8M +$13.8M +163,000 New
SAG
207
SageView Advisory Group
California
$13.8M +$12.4M +97,720 +930%
SFA
208
Sequoia Financial Advisors
Ohio
$13.7M -$2.39M -28,342 -15%
CFO
209
Callan Family Office
Pennsylvania
$13.7M +$132K +1,563 +1%
CFG
210
Citizens Financial Group
Rhode Island
$13.5M +$507K +6,001 +4%
RSWM
211
Robertson Stephens Wealth Management
California
$13.5M +$631K +7,470 +5%
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$13.3M -$108K -1,276 -0.8%
APP
213
Avantax Planning Partners
Iowa
$13.3M -$2.3M -27,295 -15%
OWA
214
One Wealth Advisors
California
$13.3M +$7.06M +83,653 +114%
CPSC
215
Carl P. Sherr & Co
Massachusetts
$13.2M -$91.8K -1,087 -0.7%
BFA
216
BBJS Financial Advisors
Washington
$13.2M -$942K -11,153 -7%
CAL
217
Capital Advisors Ltd
Ohio
$13.2M +$211K +2,500 +2%
AIM
218
Acropolis Investment Management
Missouri
$13.2M -$141K -1,672 -1%
TPI
219
Trust Point Inc
Wisconsin
$12.9M
WANY
220
Wealthspire Advisors (New York)
New York
$12.4M +$646K +7,649 +5%
CFA
221
Camarda Financial Advisors
Florida
$12.2M -$359K -4,252 -3%
KFS
222
Kelly Financial Services
Massachusetts
$12.2M +$6.29M +74,548 +107%
LIA
223
LBMC Investment Advisors
Tennessee
$12.1M +$609K +7,210 +5%
SW
224
Simplicity Wealth
New Jersey
$12M +$10.9M +128,502 +905%
FHC
225
First Heartland Consultants
Missouri
$12M +$1.97M +23,280 +20%