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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 %
MMHP
901
Murphy Middleton Hinkle & Parker
Georgia
$1.17M +$508 +5 +0%
FDCDDQ
902
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M -$144K -1,416 -11%
FPW
903
Flagship Private Wealth
Massachusetts
$1.17M +$8.22K +81 +0.7%
MAWA
904
Moss Adams Wealth Advisors
Washington
$1.16M
OPWM
905
Oxinas Partners Wealth Management
Indiana
$1.16M -$25.5K -251 -2%
JFGIW
906
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M +$558K +5,354 +93%
MLL
907
Moody Lynn & Lieberson
Massachusetts
$1.16M -$9.44K -93 -0.8%
FFA
908
Florida Financial Advisors
Florida
$1.15M +$1.15M +11,341 New
BBWP
909
Beacon Bridge Wealth Partners
Pennsylvania
$1.15M -$258K -2,546 -18%
SF
910
Summit Financial
New Jersey
$1.14M +$220K +2,167 +24%
MCM
911
MidAtlantic Capital Management
Virginia
$1.14M
CWM
912
C2C Wealth Management
Arizona
$1.14M
CA
913
Claro Advisors
Massachusetts
$1.14M -$91.8K -904 -7%
BCM
914
Brasada Capital Management
Texas
$1.14M
SXL
915
Summit X LLC
Missouri
$1.13M -$23.5K -231 -2%
SB
916
Simmons Bank
Arkansas
$1.13M
FWM
917
Focused Wealth Management
New York
$1.13M +$711 +7 +0.1%
FNBSF
918
First National Bank Sioux Falls
South Dakota
$1.12M
MCC
919
Maiden Cove Capital
Maine
$1.12M -$9.34K -92 -0.8%
DAS
920
Dynamic Advisor Solutions
Arizona
$1.12M -$572K -5,636 -34%
TWP
921
Tempus Wealth Planning
California
$1.11M +$243K +2,391 +28%
MMPW
922
Mitchell McLeod Pugh & Williams
Alabama
$1.11M
LA
923
Lifeworks Advisors
Michigan
$1.11M -$68.2K -672 -6%
SIM
924
Synergy Investment Management
Florida
$1.11M +$1.11M +10,923 New
HNWA
925
Henrickson Nauta Wealth Advisors
Michigan
$1.11M