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iShares S&P 500 Growth ETF

1,846 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, 688 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,846
Holders Change
+158
Holders Change %
+9.36%
% of All Funds
24.57%
Holding in Top 10
210
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.51%
% of All Funds
2.8%
New
251
Increased
568
Reduced
688
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 %
PFA
551
Pinnacle Family Advisors
Missouri
$3.75M -$243K -2,397 -6%
SF
552
SWP Financial
California
$3.73M -$47.9K -472 -1%
GPWA
553
Great Point Wealth Advisors
Massachusetts
$3.71M
OAS
554
Optivise Advisory Services
Tennessee
$3.7M +$1.2M +11,775 +48%
HIA
555
Harbor Investment Advisory
Maryland
$3.68M -$5.69K -56 -0.2%
FCI
556
Financial Counselors Inc
Kansas
$3.67M -$54K -532 -1%
LC
557
Lindbrook Capital
California
$3.64M -$50K -492 -1%
HTC
558
Haverford Trust Company
Pennsylvania
$3.62M +$1.02K +10 +0%
JSL
559
JT Stratford LLC
Georgia
$3.62M +$73K +719 +2%
KFA
560
Kapstone Financial Advisors
Ohio
$3.62M +$445K +4,284 +14%
SCI
561
S&CO Inc
Massachusetts
$3.61M -$565K -5,561 -14%
PAA
562
Peregrine Asset Advisers
Oregon
$3.56M -$7.01K -69 -0.2%
GCM
563
Gables Capital Management
Florida
$3.55M
BCMLT
564
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.54M -$89K -877 -2%
CIS
565
Custom Index Systems
New York
$3.54M -$4.06K -40 -0.1%
DPI
566
Diversified Portfolios Inc
Michigan
$3.52M -$120K -1,178 -3%
BFS
567
BridgePort Financial Solutions
Iowa
$3.51M +$3.51M +35,345 New
MFG
568
Magnus Financial Group
New York
$3.49M +$301K +2,964 +9%
TSWM
569
Tyler-Stone Wealth Management
Ohio
$3.48M -$4.77K -47 -0.1%
HWM
570
Howard Wealth Management
Connecticut
$3.48M -$48.7K -480 -1%
WA
571
WBH Advisory
Maryland
$3.46M -$102K -1,000 -3%
RWMG
572
Redwood Wealth Management Group
New Jersey
$3.45M -$92.8K -915 -3%
SF
573
Synovus Financial
Georgia
$3.45M -$179K -1,763 -5%
KAS
574
KPP Advisory Services
Kentucky
$3.44M -$856K -8,429 -20%
MPCG
575
Matrix Private Capital Group
New York
$3.43M -$30.5K -300 -0.9%