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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 %
Betterment LLC
976
Betterment LLC
New York
$985K +$82K +808 +9%
PCM
977
Presidio Capital Management
California
$981K +$121K +1,193 +14%
FNBTCON
978
First National Bank & Trust Co of Newtown
Pennsylvania
$977K -$833K -8,200 -46%
ODIJL
979
One Day In July LLC
Vermont
$976K -$4.37K -43 -0.4%
CWA
980
Consilio Wealth Advisors
Washington
$975K -$7.31K -72 -0.7%
EAM
981
Empirical Asset Management
Massachusetts
$974K +$18.1K +178 +2%
AWM
982
Atticus Wealth Management
Florida
$974K -$2.64K -26 -0.3%
SW
983
SVB Wealth
Massachusetts
$972K +$972K +9,576 New
RIL
984
Rothschild Investment LLC
Illinois
$970K -$75.6K -745 -7%
SHA
985
Seneca House Advisors
Virginia
$970K
RWM
986
Rockwood Wealth Management
Pennsylvania
$968K +$173K +1,690 +22%
CPA
987
Capital Planning Advisors
California
$965K -$45.7K -450 -5%
RFM
988
Royal Fund Management
Florida
$964K -$521K -5,126 -35%
PPA
989
Pacific Point Advisors
California
$961K +$961K +9,200 New
OC
990
Oakworth Capital
Alabama
$957K
CB
991
CNB Bank
Pennsylvania
$954K
FCFC
992
First Citizens Financial Corp
Iowa
$953K +$31.9K +314 +3%
LWCFA
993
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$953K -$78.5K -766 -8%
JWBC
994
J.W. Burns & Co
New York
$951K
SYBT
995
Stock Yards Bank & Trust
Kentucky
$946K -$47.2K -465 -5%
SWM
996
SeaCrest Wealth Management
New York
$946K +$33K +325 +4%
SIC
997
Sigma Investment Counselors
Michigan
$946K
GC
998
Garde Capital
Washington
$945K
BW
999
Bison Wealth
Georgia
$945K -$7.61K -75 -0.8%
CGA
1000
Crescent Grove Advisors
Illinois
$943K +$20.4K +201 +2%