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iShares Core S&P US Growth ETF

689 hedge funds and large institutions have $14.8B invested in iShares Core S&P US Growth ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 212 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
9.97%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.64%
New
63
Increased
237
Reduced
212
Closed
41
Calls
$791K
Puts
$422K
Net Calls
+$369K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
251
Parallel Advisors
California
$1.37M +$25.1K +190 +2%
SHGA
252
Sand Hill Global Advisors
California
$1.37M -$157K -1,191 -10%
HSWM
253
Hubbell Strickland Wealth Management
Louisiana
$1.37M -$3.17K -24 -0.2%
OC
254
Oppenheimer & Co
New York
$1.36M +$11.9K +90 +0.9%
VFIC
255
Valley Forge Investment Consultants
Pennsylvania
$1.36M -$207K -1,570 -13%
HP
256
Holistic Planning
Texas
$1.35M -$181K -1,369 -12%
WWA
257
WCG Wealth Advisors
Nevada
$1.35M +$1.35M +10,230 New
GWAG
258
Garrett Wealth Advisory Group
Texas
$1.34M +$849K +6,436 +172%
KFGK
259
Keystone Financial Group (Kentucky)
Kentucky
$1.34M +$1.34M +10,171 New
LOIM
260
Liberty One Investment Management
Illinois
$1.34M -$3.03K -23 -0.2%
PPW
261
Presilium Private Wealth
Pennsylvania
$1.32M +$157K +1,188 +13%
NW
262
NewEdge Wealth
Pennsylvania
$1.32M +$759K +5,756 +136%
SPIA
263
Steward Partners Investment Advisory
New York
$1.3M +$152K +1,149 +13%
CB
264
Commerce Bank
Missouri
$1.3M
MWM
265
Meridian Wealth Management
Kentucky
$1.27M +$1.27M +9,607 New
YIA
266
YHB Investment Advisors
Connecticut
$1.26M -$16K -121 -1%
RSWA
267
Robinson Smith Wealth Advisors
Maine
$1.26M
KA
268
Kovack Advisors
Florida
$1.25M +$132 +1 +0%
NFG
269
Nations Financial Group
Iowa
$1.23M -$3.96K -30 -0.3%
FTS
270
Fifth Third Securities
Ohio
$1.23M -$303K -2,294 -20%
PIA
271
Perennial Investment Advisors
California
$1.22M -$65.6K -497 -5%
MGIA
272
Moneta Group Investment Advisors
Missouri
$1.2M +$660 +5 +0.1%
GA
273
GSG Advisors
New Jersey
$1.2M +$1.17K +9 +0.1%
RJT
274
Raymond James Trust
Florida
$1.19M +$72.4K +549 +6%
Cerity Partners
275
Cerity Partners
New York
$1.19M +$660K +5,006 +125%