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iShares S&P 500 Growth ETF

1,845 hedge funds and large institutions have $45.1B invested in iShares S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 568 increasing their positions, 687 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+157
Holders Change %
+9.3%
% of All Funds
24.57%
Holding in Top 10
209
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.97%
% of All Funds
2.78%
New
251
Increased
568
Reduced
687
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GVCM
351
Global View Capital Management
Wisconsin
$9.05M +$9.05M +89,147 New
LSA
352
Lansing Street Advisors
Pennsylvania
$8.97M +$1.54M +15,153 +21%
SWC
353
Spectrum Wealth Counsel
Indiana
$8.75M -$636K -6,263 -7%
KFP
354
KMG Fiduciary Partners
Ohio
$8.71M +$334K +3,289 +4%
EPA
355
Element Pointe Advisors
Florida
$8.7M
TVM
356
True Vision MN
Minnesota
$8.68M -$352K -3,466 -4%
FNBT
357
FineMark National Bank & Trust
Florida
$8.59M +$929K +9,147 +12%
RWS
358
Resolute Wealth Strategies
Mississippi
$8.59M -$151K -1,492 -2%
WA
359
Win Advisors
Florida
$8.58M +$8.58M +84,478 New
SPAS
360
Spectrum Planning & Advisory Services
California
$8.57M +$10.1K +99 +0.1%
CF
361
Centaurus Financial
California
$8.52M +$1.78M +17,574 +26%
Franklin Resources
362
Franklin Resources
California
$8.51M -$2.64K -26 -0%
AC
363
Avestar Capital
New York
$8.43M +$63.6K +626 +0.8%
CF
364
Collier Financial
Colorado
$8.25M +$8.25M +81,216 New
MWS
365
Maxwell Wealth Strategies
California
$8.24M +$387K +3,808 +5%
NBWM
366
North Berkeley Wealth Management
California
$8.24M +$8.24M +81,118 New
TFG
367
Tilson Financial Group
New Jersey
$8.16M -$58.4K -575 -0.7%
GWMR
368
GC Wealth Management RIA
Massachusetts
$8.11M
GWP
369
Gen-Wealth Partners
Michigan
$8.05M -$11.9K -117 -0.1%
DADC
370
D.A. Davidson & Co
Montana
$8.03M -$16.4K -162 -0.2%
TWM
371
Tradition Wealth Management
Minnesota
$8M -$324K -3,190 -4%
WFAG
372
Wescott Financial Advisory Group
Pennsylvania
$7.97M +$646K +6,364 +9%
RWM
373
RKL Wealth Management
Pennsylvania
$7.95M -$2.4M -23,622 -23%
HCA
374
Heck Capital Advisors
Wisconsin
$7.9M +$550K +5,422 +7%
EWA
375
Exencial Wealth Advisors
Oklahoma
$7.89M +$102K +1,007 +1%