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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 %
RIG
751
RiverFront Investment Group
Virginia
$1.88M +$501K +4,934 +36%
WH
752
Whitcomb & Hess
Ohio
$1.87M -$50.4K -496 -3%
SFC
753
Sprinkle Financial Consultants
Colorado
$1.86M +$2.44K +24 +0.1%
BC
754
Bowman & Company
Wisconsin
$1.85M -$180K -1,771 -9%
QCG
755
Quadrant Capital Group
Ohio
$1.84M -$437K -4,303 -19%
PIA
756
Perennial Investment Advisors
California
$1.84M -$8.33K -82 -0.4%
HA
757
Helium Advisors
Washington
$1.84M +$1.84M +18,157 New
ITB
758
Idaho Trust Bank
Idaho
$1.82M -$196K -1,935 -10%
ESB
759
Essex Savings Bank
Connecticut
$1.82M -$10.2K -100 -0.6%
CS
760
Capital Square
Tennessee
$1.79M +$213K +2,003 +13%
FF
761
Finley Financial
Nevada
$1.79M +$1.79M +17,420 New
Vanguard Group
762
Vanguard Group
Pennsylvania
$1.79M +$50.9K +501 +3%
KWA
763
Kingswood Wealth Advisors
California
$1.79M +$234K +2,301 +15%
WIM
764
WealthPlan Investment Management
Nebraska
$1.79M -$409K -4,033 -19%
PS
765
Planned Solutions
California
$1.79M +$801K +7,887 +81%
HPC
766
HM Payson & Co
Maine
$1.78M -$48.2K -475 -3%
BA
767
Bellwether Advisors
Nebraska
$1.78M +$8.83K +87 +0.5%
IMC
768
Investment Management Corporation
Virginia
$1.76M +$1.76M +17,326 New
Jennison Associates
769
Jennison Associates
New York
$1.76M +$1.42M +14,023 +426%
CFG
770
Cooper Financial Group
California
$1.76M +$410K +4,035 +30%
MSWMA
771
Market Street Wealth Management Advisors
Indiana
$1.76M -$5.89K -58 -0.3%
NW
772
NewEdge Wealth
Pennsylvania
$1.76M +$38.6K +380 +2%
APC
773
Aspire Private Capital
North Carolina
$1.75M -$36.7K -361 -2%
SPWG
774
Syntegra Private Wealth Group
Missouri
$1.75M -$22.4K -221 -1%
AC
775
AWM Capital
Arizona
$1.74M