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iShares S&P 500 Growth ETF

1,689 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 545 increasing their positions, 686 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.43%
Holding in Top 10
185
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.6%
% of All Funds
2.68%
New
113
Increased
545
Reduced
686
Closed
51
Calls
$33.7M
Puts
$42.9M
Net Calls
-$9.2M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
676
Custos Family Office
Texas
$2.05M -$15K -157 -0.7%
PCA
677
Prosperity Capital Advisors
Ohio
$2.05M +$326K +3,403 +19%
LIA
678
LifePlan Investment Advisors
North Carolina
$2.05M +$73.2K +764 +4%
RCM
679
Raleigh Capital Management
North Carolina
$2.04M -$158K -1,649 -7%
JIC
680
Joel Isaacson & Co
New York
$2.04M +$341K +3,566 +20%
LGW
681
Leslie Global Wealth
Illinois
$2.04M +$1.04M +10,880 +105%
PFG
682
Pinnacle Financial Group
Illinois
$2.04M +$21.7K +227 +1%
AWA
683
Arete Wealth Advisors
Illinois
$2.03M -$563K -5,905 -22%
C1AG
684
Client 1st Advisory Group
Florida
$2.03M +$650K +6,785 +47%
Citadel Advisors
685
Citadel Advisors
Florida
$2.03M -$1.08M -11,242 -35%
OA
686
Operose Advisors
Wisconsin
$2.01M +$515K +5,378 +34%
WP
687
WMS Partners
Maryland
$2.01M
CAG
688
Curtis Advisory Group
California
$2M +$62.4K +652 +3%
CWM
689
Cornerstone Wealth Management
Missouri
$1.99M -$10.3K -108 -0.5%
RW
690
Regimen Wealth
Georgia
$1.98M -$20.9K -218 -1%
WWP
691
WR Wealth Planners
Missouri
$1.97M +$1.65M +17,201 +505%
MGWM
692
Marks Group Wealth Management
Minnesota
$1.96M +$383 +4 +0%
MCM
693
Manchester Capital Management
Vermont
$1.96M -$3.06K -32 -0.2%
O3W
694
Omni 360 Wealth
New Jersey
$1.96M +$258K +2,692 +15%
E
695
ETFidea
New York
$1.95M -$86K -898 -4%
KWM
696
Kaydan Wealth Management
Michigan
$1.94M +$26.8K +280 +1%
HCP
697
Holt Capital Partners
Texas
$1.93M
HFS
698
Heritage Financial Services
Massachusetts
$1.92M -$12.3K -128 -0.6%
FCH
699
Freestone Capital Holdings
Washington
$1.92M +$1.28M +13,372 +201%
BC
700
Bowman & Company
Wisconsin
$1.92M -$10.1K -105 -0.5%