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iShares Core S&P US Growth ETF

768 hedge funds and large institutions have $15.8B invested in iShares Core S&P US Growth ETF in 2024 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 233 increasing their positions, 227 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+79
Holders Change %
+11.47%
% of All Funds
10.22%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.67%
New
127
Increased
233
Reduced
227
Closed
34
Calls
$334K
Puts
Net Calls
+$334K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Shares
Change %
UWPG
251
Ullmann Wealth Partners Group
Florida
$1.53M +$5.57K +40 +0.4%
TC
252
Trilogy Capital
California
$1.52M +$57.7K +414 +4%
OC
253
Oppenheimer & Co
New York
$1.49M +$49.2K +353 +3%
BFWA
254
Benchmark Financial Wealth Advisors
Florida
$1.48M +$2.37K +17 +0.2%
OPS
255
Orion Portfolio Solutions
Nebraska
$1.48M -$13.5K -97 -0.9%
BCI
256
Brinker Capital Investments
Pennsylvania
$1.48M -$13.5K -97 -0.9%
YIA
257
YHB Investment Advisors
Connecticut
$1.47M +$138K +992 +10%
BFG
258
Bleakley Financial Group
New Jersey
$1.45M +$861K +6,178 +146%
SHGA
259
Sand Hill Global Advisors
California
$1.45M
TPWM
260
Twelve Points Wealth Management
Massachusetts
$1.43M +$645K +4,631 +82%
VFIC
261
Valley Forge Investment Consultants
Pennsylvania
$1.43M -$10.3K -74 -0.7%
FFA
262
Farther Finance Advisors
California
$1.42M -$44K -316 -3%
PPW
263
Presilium Private Wealth
Pennsylvania
$1.42M +$27.2K +195 +2%
HSWM
264
Hubbell Strickland Wealth Management
Louisiana
$1.42M -$29.1K -209 -2%
PA
265
Parallel Advisors
California
$1.4M -$47.7K -342 -3%
NFG
266
Nations Financial Group
Iowa
$1.4M +$96.8K +695 +7%
GA
267
GSG Advisors
New Jersey
$1.38M +$94.5K +678 +7%
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$1.38M -$34.8K -250 -2%
HP
269
Holistic Planning
Texas
$1.36M -$63.5K -456 -4%
HWMC
270
Heritage Wealth Management (California)
California
$1.36M +$1.36M +9,735 New
CB
271
Commerce Bank
Missouri
$1.34M -$29.3K -210 -2%
NPAN
272
Northeast Planning Associates NH
New Hampshire
$1.33M +$1.33M +9,548 New
RSWA
273
Robinson Smith Wealth Advisors
Maine
$1.33M
NF
274
Nikulski Financial
Iowa
$1.3M -$296K -2,122 -19%
SF
275
Symphony Financial
Texas
$1.3M +$148K +1,019 +13%