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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 %
MWA
151
Merkkuri Wealth Advisors
New York
$4.54M +$127K +913 +3%
SFPG
152
Stonebridge Financial Planning Group
Florida
$4.49M -$104K -743 -2%
Citadel Advisors
153
Citadel Advisors
Florida
$4.49M +$4.49M +32,191 New
WA
154
Win Advisors
Florida
$4.48M -$5.31M -38,117 -54%
PCM
155
Parsons Capital Management
Rhode Island
$4.48M -$54.1K -388 -1%
MP
156
McDonald Partners
Ohio
$4.46M
VA
157
Vident Advisory
Georgia
$4.42M -$138K -987 -3%
WPWM
158
Windward Private Wealth Management
Kansas
$4.39M -$313K -2,244 -7%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$4.39M -$4.27M -30,647 -49%
ClearBridge Investments
160
ClearBridge Investments
New York
$4.37M +$3.31M +23,746 +312%
EWM
161
Endowment Wealth Management
Wisconsin
$4.31M +$421K +3,018 +11%
AAP
162
Arax Advisory Partners
Colorado
$4.28M +$4.14M +29,718 +2,914%
NWWA
163
New Wave Wealth Advisors
Arkansas
$4.24M +$147K +1,052 +4%
NCM
164
Neumann Capital Management
California
$4.18M +$1.95K +14 +0%
EFS
165
Essex Financial Services
Connecticut
$4.14M +$168K +1,207 +4%
TIAA Trust, National Association
166
TIAA Trust, National Association
North Carolina
$4.05M -$71.6K -514 -2%
IAA
167
Independent Advisor Alliance
North Carolina
$4.03M +$4.03M +28,919 New
AssetMark Inc
168
AssetMark Inc
California
$4M +$3.94M +28,239 +6,374%
WWM
169
Western Wealth Management
Colorado
$3.98M -$23.8K -171 -0.6%
FPW
170
Flagship Private Wealth
Massachusetts
$3.96M -$1.95K -14 -0%
GSWM
171
Golden State Wealth Management
California
$3.88M +$3.88M +27,847 New
AL
172
Aspiriant LLC
California
$3.87M
GP
173
Greenline Partners
New York
$3.84M
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$3.84M -$55.6K -399 -1%
RP
175
Riverbridge Partners
Minnesota
$3.82M +$2.27M +16,272 +146%