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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SWM
326
SigFig Wealth Management
California
$9.41M -$624K -6,553 -6%
GVAG
327
Great Valley Advisor Group
Delaware
$9.3M -$204K -2,132 -2%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$9.27M -$32.5K -339 -0.3%
SQA
329
Simon Quick Advisors
New Jersey
$9.19M -$81.5K -851 -0.9%
WFA
330
Wellspring Financial Advisors
Ohio
$9.18M -$66.6K -696 -0.7%
SWMP
331
Signature Wealth Management Partners
New Jersey
$9.14M -$105K -1,092 -1%
CCM
332
Coldstream Capital Management
Washington
$9.05M -$639K -6,669 -7%
HFW
333
Horizon Family Wealth
Illinois
$8.99M -$1.91M -19,955 -18%
FP
334
Financial Perspectives
Minnesota
$8.93M -$169K -1,767 -2%
GWM
335
Geneos Wealth Management
Colorado
$8.85M +$1.82K +19 +0%
SWC
336
Spectrum Wealth Counsel
Indiana
$8.85M +$929K +9,704 +12%
ACA
337
Ascension Capital Advisors
Texas
$8.56M -$2.87M -30,023 -25%
TVM
338
True Vision MN
Minnesota
$8.51M -$539K -5,631 -6%
KDA
339
Kraft Davis & Associates
Missouri
$8.29M -$753K -7,881 -8%
RWS
340
Resolute Wealth Strategies
Mississippi
$8.25M -$117K -1,224 -1%
EPA
341
Element Pointe Advisors
Florida
$8.21M
Franklin Resources
342
Franklin Resources
California
$8.2M +$42.9K +439 +0.5%
ABC
343
Associated Banc-Corp
Wisconsin
$8.15M +$221K +2,307 +3%
SPAS
344
Spectrum Planning & Advisory Services
California
$8.08M +$888K +9,270 +12%
EFG
345
Ethos Financial Group
Pennsylvania
$8.03M -$185K -1,934 -2%
KFP
346
KMG Fiduciary Partners
Ohio
$7.9M +$4.63M +48,338 +141%
AC
347
Avestar Capital
New York
$7.89M -$466K -4,863 -6%
HSWS
348
Higgins & Schmidt Wealth Strategies
Colorado
$7.86M -$375K -3,918 -5%
MSAM
349
Moloney Securities Asset Management
Missouri
$7.86M +$52K +543 +0.7%
TWM
350
Tradition Wealth Management
Minnesota
$7.85M +$31.4K +328 +0.4%