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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 %
CWM
876
Congress Wealth Management
Massachusetts
$1.24M +$635K +6,258 +104%
EA
877
Enclave Advisors
Texas
$1.24M
PWCM
878
Processus Wealth & Capital Management
Tennessee
$1.24M +$25K +246 +2%
EW
879
Evoke Wealth
California
$1.24M +$65.4K +644 +6%
USB
880
Union Savings Bank
Connecticut
$1.24M -$60K -591 -5%
CIR
881
Clear Investment Research
Georgia
$1.23M -$118K -1,160 -9%
AA
882
Argent Advisors
Louisiana
$1.22M +$55.9K +551 +5%
KA
883
Kovack Advisors
Florida
$1.22M +$138K +1,355 +13%
WA
884
Wealthstream Advisors
New York
$1.21M -$20.8K -205 -2%
CPIG
885
Chicago Partners Investment Group
Illinois
$1.21M -$167K -1,628 -12%
MBI
886
May Barnhard Investments
Maryland
$1.21M -$14.4K -142 -1%
FI
887
FWG Investments
Kentucky
$1.21M +$227K +2,233 +23%
ECA
888
Elevated Capital Advisors
Utah
$1.2M -$183K -1,803 -13%
AFG
889
Atomi Financial Group
New York
$1.2M +$514K +5,058 +74%
CWP
890
CFM Wealth Partners
Texas
$1.2M +$74.2K +731 +7%
SWM
891
SK Wealth Management
Rhode Island
$1.2M
TTWM
892
TCV Trust & Wealth Management
Virginia
$1.2M
LF
893
LifeSteps Financial
California
$1.19M -$3.15K -31 -0.3%
RCM
894
Riggs Capital Management
Utah
$1.19M +$1.19M +11,708 New
RDFA
895
Ritter Daniher Financial Advisory
Ohio
$1.19M -$23.9K -235 -2%
MAM
896
MMA Asset Management
Pennsylvania
$1.18M -$3.56M -35,046 -75%
LC
897
LTG Capital
Massachusetts
$1.18M -$137K -1,351 -10%
WTB
898
Washington Trust Bank
Washington
$1.18M -$159K -1,566 -12%
CCMG
899
Clark Capital Management Group
Pennsylvania
$1.18M +$182K +1,797 +18%
TYCC
900
Texas Yale Capital Corp
Florida
$1.18M