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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 %
FF
1251
Francis Financial
$526K -$4.06K -40 -0.8%
GA
1252
Goldstein Advisors
Wisconsin
$526K -$41.8K -412 -7%
PL
1253
Parthenon LLC
Kentucky
$521K -$140K -1,380 -21%
BHPW
1254
Beverly Hills Private Wealth
California
$520K -$121K -1,192 -19%
LG
1255
LaFleur & Godfrey
Michigan
$517K
PMFA
1256
Plante Moran Financial Advisors
Michigan
$516K +$12.9K +127 +3%
FIM
1257
Fernwood Investment Management
Massachusetts
$515K -$391K -3,850 -43%
FRA
1258
Front Row Advisors
California
$515K
OP
1259
ORG Partners
Indiana
$514K -$62K -610 -11%
WCM
1260
WealthBridge Capital Management
Ohio
$511K
W
1261
Wealthquest
Ohio
$510K -$9.24K -91 -2%
WWM
1262
WT Wealth Management
Arizona
$509K
VWA
1263
Visionary Wealth Advisors
Illinois
$509K +$1.42K +14 +0.3%
NDSI
1264
Newman Dignan & Sheerar Inc
Rhode Island
$508K -$60.7K -598 -11%
GI
1265
GLOBALT Investments
Georgia
$508K
G
1266
GenTrust
Florida
$508K
CF
1267
Corebridge Financial
Texas
$508K +$508K +5,000 New
SAI
1268
Savvy Advisors Inc
New York
$507K +$69.5K +685 +16%
OHIS
1269
Oak Harvest Investment Services
Texas
$503K +$1.42K +14 +0.3%
LGWM
1270
Litman Gregory Wealth Management
California
$502K
CGPCS
1271
Capital Group Private Client Services
California
$501K
FC
1272
Fusion Capital
South Carolina
$499K -$1.52K -15 -0.3%
VC
1273
Vicus Capital
Pennsylvania
$498K -$4.47K -44 -0.9%
LB
1274
Legacy Bridge
Iowa
$498K
HFA
1275
Hershey Financial Advisers
Pennsylvania
$497K +$497K +4,891 New