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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 %
RFA
526
RTD Financial Advisors
Pennsylvania
$4.11M -$107K -1,053 -3%
CAM
527
Concorde Asset Management
Michigan
$4.09M -$193K -1,897 -5%
ST
528
Smithfield Trust
Pennsylvania
$4.08M +$20.6K +203 +0.5%
TI
529
Truepoint Inc
Ohio
$4M -$7.62K -75 -0.2%
GM
530
GeoWealth Management
Illinois
$3.99M +$2.89M +28,448 +262%
TCA
531
Transcend Capital Advisors
New Jersey
$3.98M -$685K -6,742 -15%
FWA
532
FSC Wealth Advisors
New York
$3.94M +$109K +1,072 +3%
CC
533
Callan Capital
California
$3.93M +$73.4K +723 +2%
NFG
534
Nations Financial Group
Iowa
$3.92M -$914K -9,004 -19%
HT
535
Heritage Trust
Oklahoma
$3.9M +$3.9M +38,440 New
IAN
536
Integrated Advisors Network
Texas
$3.89M +$771K +7,592 +25%
OFG
537
Oxford Financial Group
Indiana
$3.88M +$710K +6,995 +22%
BCWM
538
Bartlett & Co Wealth Management
Ohio
$3.88M +$90.9K +895 +2%
CFSG
539
Clark Financial Services Group
Missouri
$3.88M +$3.88M +38,180 New
MAV
540
Mason & Associates (Virginia)
Virginia
$3.86M -$2.13K -21 -0.1%
WFS
541
WealthGarden F.S.
California
$3.85M -$4.87K -48 -0.1%
CCM
542
Colorado Capital Management
Colorado
$3.84M +$39.9K +393 +1%
DWP
543
Daymark Wealth Partners
Ohio
$3.83M +$30.1K +296 +0.8%
GPW
544
Gray Private Wealth
Massachusetts
$3.81M -$162K -1,592 -4%
SC
545
Sierra Capital
Florida
$3.81M
HWA
546
Hilltop Wealth Advisors
North Carolina
$3.8M -$118K -1,159 -3%
SCA
547
Southern Capital Advisors
Tennessee
$3.78M +$9.44K +93 +0.3%
1CP
548
17 Capital Partners
Arizona
$3.77M +$237K +2,333 +7%
BIP
549
Bouvel Investment Partners
Pennsylvania
$3.77M -$107K -1,050 -3%
PFA
550
Pinnacle Family Advisors
Missouri
$3.75M -$243K -2,397 -6%