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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 %
AP
1051
Advisors Preferred
Maryland
$822K +$822K +8,100 New
EWA
1052
Evolution Wealth Advisors
Florida
$818K -$782K -7,700 -49%
OAM
1053
Oppenheimer Asset Management
New York
$814K -$289K -2,842 -26%
WCG
1054
Weaver Consulting Group
California
$814K
HA
1055
Herold Advisors
New York
$813K -$3.55K -35 -0.4%
GI
1056
GAMCO Investors
Connecticut
$812K
NCM
1057
Neumann Capital Management
California
$812K
GG
1058
Greenwood Gearhart
Arkansas
$811K +$811K +7,984 New
SKK
1059
Shepherd Kaplan Krochuk
Massachusetts
$807K -$15.4K -152 -2%
DWM
1060
Dakota Wealth Management
Florida
$806K +$9.85K +97 +1%
TCWM
1061
Total Clarity Wealth Management
Illinois
$806K
FCP
1062
Fidelis Capital Partners
Florida
$803K
MWM
1063
Meridian Wealth Management
Kentucky
$802K -$11.5K -113 -1%
GFA
1064
Gallagher Fiduciary Advisors
Illinois
$800K +$120K +1,186 +18%
ACIM
1065
Azimuth Capital Investment Management
Michigan
$798K +$1.52K +15 +0.2%
IIC
1066
Ironwood Investment Counsel
Arizona
$797K
TC
1067
TAP Consulting
Missouri
$796K -$7.72K -76 -1%
BFS
1068
Bare Financial Services
Pennsylvania
$796K -$34.6K -341 -4%
FEM
1069
Fulcrum Equity Management
Texas
$794K -$15.3K -151 -2%
T
1070
Tidemark
California
$794K +$508 +5 +0.1%
BONH
1071
Bank of New Hampshire
New Hampshire
$793K -$5.38K -53 -0.7%
BWM
1072
Buska Wealth Management
Wisconsin
$790K +$162K +1,596 +26%
ST
1073
Sageworth Trust
Pennsylvania
$788K
ZF
1074
Zhang Financial
Michigan
$784K +$374K +3,680 +91%
SFWA
1075
Summit Financial Wealth Advisors
Louisiana
$782K