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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 %
FAM
1026
Forte Asset Management
New York
$888K
WCF
1027
West Coast Financial
California
$887K
CTA
1028
Chesley Taft & Associates
Illinois
$885K +$137K +1,352 +18%
NRC
1029
New Republic Capital
North Carolina
$884K +$52.3K +515 +6%
NAS
1030
Nicolet Advisory Services
Wisconsin
$880K -$38.3K -379 -4%
CHC
1031
City Holding Co
West Virginia
$878K +$11.1K +109 +1%
SAG
1032
SageView Advisory Group
California
$878K +$371K +3,658 +73%
PIA
1033
Pinion Investment Advisors
Kansas
$868K -$480K -4,727 -36%
MCWS
1034
McKinley Carter Wealth Services
West Virginia
$867K -$5.08K -50 -0.6%
WWP
1035
WR Wealth Planners
Missouri
$865K -$1.23M -12,088 -59%
Fisher Asset Management
1036
Fisher Asset Management
Washington
$864K +$864K +8,514 New
NB
1037
NBT Bank
New York
$861K -$28.2K -278 -3%
4WM
1038
4J Wealth Management
Virginia
$861K -$1.02K -10 -0.1%
FDCP
1039
Foster Dykema Cabot & Partners
Massachusetts
$859K
FTA
1040
Financial & Tax Architects
Missouri
$859K +$859K +8,456 New
TA
1041
TFB Advisors
Kansas
$857K -$23.4K -230 -3%
CFGW
1042
Chancellor Financial Group WB
Pennsylvania
$841K +$841K +8,281 New
MWAM
1043
Manhattan West Asset Management
California
$841K -$27K -266 -3%
CB
1044
Community Bank
New York
$840K -$84.1K -828 -9%
MAMG
1045
Milestone Asset Management Group
Connecticut
$836K +$836K +8,230 New
AWM
1046
Accurate Wealth Management
Florida
$834K -$41.5K -411 -5%
BPWM
1047
Badgley Phelps Wealth Managers
Washington
$833K
WAM
1048
Wallington Asset Management
Indiana
$832K -$8.13K -80 -1%
PCI
1049
Planning Center Inc
Illinois
$830K -$189K -1,866 -19%
FPGK
1050
Financial Partners Group (Kansas)
Kansas
$823K +$203 +2 +0%