IVW icon

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 %
EP
451
Essential Planning
New Hampshire
$5.57M +$5.57M +55,832 New
SFS
452
Sharp Financial Services
Pennsylvania
$5.56M -$26K -256 -0.5%
IP
453
Investment Partners
Ohio
$5.55M -$17.4K -171 -0.3%
IA
454
IFG Advisory
Georgia
$5.54M +$1.15M +11,350 +26%
TCG
455
Transcendent Capital Group
Oklahoma
$5.52M -$1.59M -15,683 -22%
MCCA
456
Mill Creek Capital Advisors
Pennsylvania
$5.5M
DWT
457
Dorsey & Whitney Trust
South Dakota
$5.49M -$259K -2,548 -4%
BMCM
458
Bryn Mawr Capital Management
Pennsylvania
$5.47M +$155K +1,531 +3%
GCM
459
Gallacher Capital Management
Colorado
$5.45M -$486K -4,786 -8%
LF
460
Lantz Financial
Illinois
$5.44M +$68.2K +672 +1%
Calamos Advisors
461
Calamos Advisors
Illinois
$5.44M +$116K +1,141 +2%
TPWA
462
Twin Peaks Wealth Advisors
California
$5.39M +$510K +5,023 +10%
AQR Capital Management
463
AQR Capital Management
Connecticut
$5.38M +$1.79M +17,663 +50%
RSF
464
Rik Saylor Financial
Ohio
$5.38M +$5.38M +52,992 New
NFC
465
Northeast Financial Consultants
Connecticut
$5.35M -$150K -1,477 -3%
KV
466
Kickstand Ventures
New York
$5.32M -$149K -1,468 -3%
QWP
467
Quotient Wealth Partners
Texas
$5.26M -$625K -6,160 -11%
VCP
468
Verus Capital Partners
Arizona
$5.24M -$1.52M -14,998 -23%
TWP
469
Total Wealth Planning
Ohio
$5.22M -$107K -1,052 -2%
CB
470
Commerce Bank
Missouri
$5.22M +$410K +4,043 +9%
B
471
Barings
North Carolina
$5.21M +$5.21M +51,288 New
ACA
472
Aptus Capital Advisors
Alabama
$5.19M +$496K +4,889 +11%
TNB
473
Thomasville National Bank
Georgia
$5.18M +$55.1K +543 +1%
AIA
474
Arrow Investment Advisors
Maryland
$5.18M
SCA
475
St. Clair Advisors
Ohio
$5.17M +$406 +4 +0%