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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 %
FCH
726
Freestone Capital Holdings
Washington
$2.03M +$102 +1 +0%
WT
727
Whittier Trust
California
$2.03M -$2.23M -22,009 -52%
EPP
728
ETF Portfolio Partners
Kansas
$2.02M +$324K +3,189 +19%
CWS
729
Confluence Wealth Services
Pennsylvania
$2.02M -$20.5K -192 -1%
KWS
730
Keystone Wealth Services
California
$2.02M +$87.6K +863 +5%
MWM
731
McNaughton Wealth Management
California
$2.02M +$132K +1,300 +7%
B
732
Bensler
Washington
$2.01M +$508 +5 +0%
MWM
733
Marietta Wealth Management
Georgia
$2M -$19.5K -192 -1%
LL
734
LPWM LLC
Minnesota
$2M -$20.1K -198 -1%
Jane Street
735
Jane Street
New York
$1.99M +$1.26M +12,414 +172%
MWA
736
Merkkuri Wealth Advisors
New York
$1.98M +$208K +2,050 +12%
CPIA
737
Cornell Pochily Investment Advisors
New York
$1.97M -$52.5K -517 -3%
VAM
738
Verity Asset Management
North Carolina
$1.96M -$1.85M -18,207 -49%
MCM
739
Manchester Capital Management
Vermont
$1.95M -$123K -1,210 -6%
EWA
740
EverSource Wealth Advisors
Alabama
$1.94M +$126K +1,242 +7%
AWA
741
Alta Wealth Advisors
Massachusetts
$1.94M +$234K +2,308 +14%
HP
742
Holistic Planning
Texas
$1.93M +$22.5K +222 +1%
TFGT
743
TS Financial Group (TSFG)
Illinois
$1.93M +$203 +2 +0%
BHBT
744
Burke & Herbert Bank & Trust
Virginia
$1.92M -$9.14K -90 -0.5%
CAG
745
Crestwood Advisors Group
Massachusetts
$1.92M +$74.4K +733 +4%
HFS
746
Heritage Financial Services
Massachusetts
$1.91M -$120K -1,183 -6%
IAIM
747
International Assets Investment Management
Florida
$1.9M -$159M -1,565,999 -99%
FCAS
748
First Command Advisory Services
Texas
$1.9M -$55.8K -550 -3%
SDWMA
749
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.89M
ACM
750
Absolute Capital Management
Pennsylvania
$1.88M +$115K +1,129 +7%