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iShares S&P 500 Growth ETF

1,689 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 545 increasing their positions, 686 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.43%
Holding in Top 10
185
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.6%
% of All Funds
2.68%
New
113
Increased
545
Reduced
686
Closed
51
Calls
$33.7M
Puts
$42.9M
Net Calls
-$9.2M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LNB
1451
Ledyard National Bank
$246K -$2.49K -26 -1%
MAG
1452
M3 Advisory Group
Massachusetts
$244K +$1.25K +13 +0.5%
WQ
1453
Wealth Quarterback
New Jersey
$244K -$2.11K -22 -0.9%
PP
1454
Pegasus Partners
Wisconsin
$243K
MHWM
1455
Montz Harcus Wealth Management
Louisiana
$243K +$21.4K +223 +10%
CP
1456
Covenant Partners
Tennessee
$243K -$55.1K -575 -18%
ACM
1457
Allred Capital Management
Texas
$243K -$5.17K -54 -2%
HI
1458
Human Investing
Oregon
$242K -$1.25K -13 -0.5%
ACM
1459
Alpha Capital Management
Texas
$242K
Allspring Global Investments
1460
Allspring Global Investments
North Carolina
$241K +$241K +2,515 +35,929%
IPAM
1461
Investment Partners Asset Management
New Jersey
$241K -$1.53K -16 -0.6%
Luther King Capital Management (LKCM)
1462
Luther King Capital Management (LKCM)
Texas
$241K
C
1463
Certuity
Florida
$240K
FCIM
1464
Fairview Capital Investment Management
California
$239K -$2.59K -27 -1%
BBA
1465
BLB&B Advisors
Pennsylvania
$238K +$192 +2 +0.1%
AWM
1466
Avaii Wealth Management
Wisconsin
$235K +$235K +2,451 New
CM
1467
Columbus Macro
Pennsylvania
$234K
Amundi
1468
Amundi
France
$233K +$133K +1,388 +133%
CWM
1469
Chemistry Wealth Management
New York
$232K
OWA
1470
Octavia Wealth Advisors
Ohio
$232K +$232K +2,423 New
WAG
1471
Windsor Advisory Group
Ohio
$232K
PWM
1472
Proathlete Wealth Management
Florida
$231K -$1.34K -14 -0.6%
RMC
1473
Resources Management Corp
Connecticut
$231K
LAM
1474
LifePro Asset Management
California
$231K -$25.3K -264 -10%
SW
1475
SMART Wealth
Nebraska
$231K +$18K +188 +8%