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iShares S&P 500 Growth ETF

1,688 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 545 increasing their positions, 686 reducing their positions, and 51 closing their positions.

Holders
1,688
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.42%
Holding in Top 10
185
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.6%
% of All Funds
2.68%
New
113
Increased
545
Reduced
686
Closed
51
Calls
$33.7M
Puts
$42.9M
Net Calls
-$9.2M
Net Calls Change
-$17.4M
Name Market Value Shares Shares
Change
Shares
Change %
WGC
301
Watts Gwilliam & Co
Arizona
$10.8M 112,082 +112,082 New
LNWWM
302
Laird Norton Wetherby Wealth Management
California
$10.7M 112,123
LFAS
303
Level Four Advisory Services
Texas
$10.6M 111,752 +4,017 +4%
SEM
304
Strategic Equity Management
Arizona
$10.5M 109,686 +20,971 +24%
EWM
305
EPG Wealth Management
Georgia
$10.3M 107,700 +107,700 New
YIA
306
YHB Investment Advisors
Connecticut
$10.3M 107,653 +158 +0.1%
MFG
307
Midwest Financial Group
Kansas
$10.3M 107,619 +13,066 +14%
BFM
308
Broadview Financial Management
Wisconsin
$10.3M 107,557 +692 +0.6%
HCM
309
Howard Capital Management
Georgia
$10.2M 106,808 -1,080 -1%
VPP
310
Vertex Planning Partners
Illinois
$10.2M 106,545 -1,651 -2%
Brown Advisory
311
Brown Advisory
Maryland
$10.1M 105,908 +2,881 +3%
CA
312
CoreCap Advisors
Michigan
$9.97M 104,078 +104,078 New
BWM
313
BKM Wealth Management
Wisconsin
$9.92M 103,628 -2,673 -3%
MIS
314
Morningstar Investment Services
Illinois
$9.87M 103,651 +26,392 +34%
SGWM
315
Sterling Group Wealth Management
California
$9.82M 102,586 +93,887 +1,079%
HW
316
Hancock Whitney
Mississippi
$9.76M 101,972 -2,429 -2%
RWM
317
RKL Wealth Management
Pennsylvania
$9.76M 101,936 -12,670 -11%
UBV
318
United Bank (Virginia)
Virginia
$9.69M 101,183 -3,540 -3%
PWM
319
Perigon Wealth Management
California
$9.67M 101,038 +1,169 +1%
FFBTD
320
First Financial Bank - Trust Division
Ohio
$9.66M 100,937 -2,611 -3%
AssetMark Inc
321
AssetMark Inc
California
$9.66M 100,929 +2,516 +3%
BAM
322
Belpointe Asset Management
Nevada
$9.65M 100,806 -3,274 -3%
TIAA Trust, National Association
323
TIAA Trust, National Association
North Carolina
$9.64M 100,681 -1,109 -1%
PBO
324
Peoples Bank (Ohio)
Ohio
$9.42M 98,364 -7,302 -7%
PFG
325
Pacific Financial Group
Washington
$9.41M 98,302 -9,230 -9%