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iShares S&P 500 Growth ETF

1,845 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, 687 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+157
Holders Change %
+9.3%
% of All Funds
24.57%
Holding in Top 10
209
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.97%
% of All Funds
2.78%
New
251
Increased
568
Reduced
687
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
1426
Allegheny Financial Group
Pennsylvania
$351K
PGA
1427
Portland Global Advisors
Maine
$350K -$38.5K -379 -10%
PFA
1428
Petra Financial Advisors
Colorado
$349K
FWM
1429
FSR Wealth Management
Illinois
$349K +$349K +3,434 New
PIM
1430
Pullen Investment Management
Florida
$348K
CFSG
1431
Community Financial Services Group
Vermont
$348K
IWS
1432
Integrity Wealth Solutions
Colorado
$348K -$127K -1,251 -27%
SI
1433
Saxon Interests
Texas
$346K -$305 -3 -0.1%
MWM
1434
Mascagni Wealth Management
Mississippi
$346K +$346K +3,725 New
AP
1435
Americana Partners
Texas
$343K +$343K +3,383 New
GWA
1436
Genesis Wealth Advisors
Massachusetts
$342K +$342K +3,368 New
ACG
1437
Allen Capital Group
Nebraska
$341K
TA
1438
TruWealth Advisors
Louisiana
$340K
AAG
1439
Armstrong Advisory Group
Massachusetts
$340K
LRIA
1440
Leonard Rickey Investment Advisors
Washington
$339K -$102 -1 -0%
PMWMG
1441
Parr McKnight Wealth Management Group
Minnesota
$337K +$337K +3,315 New
UCB
1442
United Community Bank
South Carolina
$336K +$13.7K +135 +4%
SFS
1443
Stiles Financial Services
Minnesota
$336K
LPFG
1444
Landing Point Financial Group
Ohio
$334K +$334K +3,180 New
GCM
1445
G2 Capital Management
Ohio
$334K
PA
1446
PSI Advisors
Florida
$333K +$57.9K +570 +21%
OCM
1447
One Capital Management
California
$333K +$508 +5 +0.2%
FDS
1448
Freedom Day Solutions
Texas
$332K +$11.2K +110 +3%
SWM
1449
Sagace Wealth Management
Florida
$332K
ESBC
1450
E.S. Barr & Co
Kentucky
$332K