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iShares S&P 500 Growth ETF

1,847 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
1,847
Holders Change
+158
Holders Change %
+9.35%
% of All Funds
24.58%
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 %
MBT
651
Montecito Bank & Trust
California
$2.64M
KFI
652
Key Financial Inc
Pennsylvania
$2.64M
PP
653
Prosperity Planning
Missouri
$2.64M -$21.6K -213 -0.8%
D
654
Dentgroup
Louisiana
$2.63M +$15.1K +149 +0.6%
IB
655
Intrust Bank
Kansas
$2.63M -$10.8K -106 -0.4%
SWA
656
Strategies Wealth Advisors
Michigan
$2.61M -$360K -3,407 -12%
NB
657
Northwest Bancshares
Pennsylvania
$2.58M
LA
658
Lane & Associates
New Jersey
$2.57M +$99K +950 +4%
TPWA
659
TRUE Private Wealth Advisors
Oregon
$2.56M -$2.4M -23,614 -48%
FCBT
660
First Citizens Bank & Trust
North Carolina
$2.56M -$47.4K -467 -2%
SFG
661
Sovereign Financial Group
Connecticut
$2.55M -$47.4K -467 -2%
B
662
Bailard
California
$2.54M -$127K -1,246 -5%
LIA
663
LifePlan Investment Advisors
North Carolina
$2.53M +$363K +3,579 +17%
EFG
664
Elios Financial Group
Ohio
$2.53M -$42.8K -422 -2%
CIA
665
Choate Investment Advisors
Massachusetts
$2.53M
BWA
666
BCU Wealth Advisors
Illinois
$2.52M -$115K -1,133 -4%
FCFC
667
First Commonwealth Financial Corp
Pennsylvania
$2.51M -$95K -936 -4%
MWS
668
MFA Wealth Services
California
$2.51M +$2.51M +24,692 New
C
669
Croban
Ohio
$2.48M +$2.48M +24,453 New
GF
670
Gries Financial
Ohio
$2.45M +$65K +640 +3%
SPI
671
Sutton Place Investors
New York
$2.44M -$44.8K -441 -2%
EK
672
Evensky & Katz
Florida
$2.42M +$2.54K +25 +0.1%
MWA
673
Meridian Wealth Advisors
Texas
$2.42M +$3.05K +30 +0.1%
JIC
674
Joel Isaacson & Co
New York
$2.4M +$239K +2,353 +11%
APWM
675
Anchor Pointe Wealth Management
Missouri
$2.39M +$2.39M +23,334 New