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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 %
AFG
1101
Albion Financial Group
Utah
$741K -$76.8K -756 -9%
BCM
1102
BluePointe Capital Management
California
$741K
MWP
1103
Madison Wealth Partners
Wisconsin
$741K +$5.08K +50 +0.7%
SC
1104
Scotia Capital
Ontario, Canada
$740K +$8.23K +81 +1%
VHAM
1105
Van Hulzen Asset Management
California
$740K -$21.8K -215 -3%
ICMM
1106
Integrated Capital Management (Michigan)
Michigan
$740K +$914 +9 +0.1%
MM
1107
Meridian Management
Arkansas
$738K
FMTC
1108
Farmers & Merchants Trust Company
California
$738K -$90.4K -890 -11%
4WM
1109
49 Wealth Management
Texas
$737K -$368K -3,624 -33%
NCM
1110
NCM Capital Management
New Jersey
$731K
PI
1111
PFG Investments
New York
$731K +$7.21K +71 +1%
GLR
1112
Great Lakes Retirement
Ohio
$726K -$19.9K -196 -3%
JGIA
1113
Jackson Grant Investment Advisers
Connecticut
$725K +$914 +9 +0.1%
IRAG
1114
Investment Research & Advisory Group
Georgia
$724K
WPA
1115
West Paces Advisors
Georgia
$724K +$78.7K +775 +12%
SFWC
1116
Strategic Family Wealth Counselors
New Jersey
$720K +$93.1K +917 +15%
BHWM
1117
Bar Harbor Wealth Management
New Hampshire
$720K -$6.19K -61 -0.9%
VCM
1118
Virtue Capital Management
Tennessee
$717K +$717K +7,060 New
TW
1119
TrinityPoint Wealth
Connecticut
$716K +$10.5K +103 +1%
HWA
1120
HCR Wealth Advisors
California
$714K
BSHC
1121
Breed's Hill Capital
Massachusetts
$713K +$713K +7,027 New
SCTC
1122
Sanibel Captiva Trust Company
Florida
$711K +$11.1K +109 +2%
HCM
1123
Harvey Capital Management
Florida
$711K
VPIM
1124
Vanguard Personalized Indexing Management
California
$707K +$85.4K +841 +14%
AC
1125
Annandale Capital
Texas
$706K