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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 %
JCM
1451
Jag Capital Management
Missouri
$332K +$1.02K +10 +0.3%
PFA
1452
Portland Financial Advisors
New York
$331K +$331K +3,264 New
ECG
1453
Edge Capital Group
Georgia
$330K
SFC
1454
Swisher Financial Concepts
Ohio
$330K -$132K -1,298 -29%
SIC
1455
Samalin Investment Counsel
New York
$330K +$305 +3 +0.1%
TCOV
1456
Trust Company of Vermont
Vermont
$329K +$59.7K +588 +22%
OBWG
1457
Onyx Bridge Wealth Group
New York
$329K +$11.4K +112 +4%
NCFG
1458
New Century Financial Group
New Jersey
$329K -$4.81M -46,604 -94%
LSA
1459
L & S Advisors
California
$328K -$2.13K -21 -0.6%
WCM
1460
Wealthcare Capital Management
Virginia
$327K -$5.18K -51 -2%
PWP
1461
Prasad Wealth Partners
Ohio
$325K +$325K +3,202 New
PWM
1462
Paulson Wealth Management
Illinois
$325K
RBC
1463
Roble Belko & Company
Pennsylvania
$324K
KFG
1464
Kingdom Financial Group
Arizona
$324K -$11K -108 -3%
CSWM
1465
Cassady Schiller Wealth Management
Ohio
$324K
RRWA
1466
Rainey & Randall Wealth Advisors
Florida
$321K
KHCM
1467
Kirtland Hills Capital Management
Ohio
$320K
KFG
1468
Kelly Financial Group
Connecticut
$320K +$320K +3,147 New
FPCG
1469
Forum Private Client Group
Indiana
$318K -$3.66K -36 -1%
KFC
1470
Klingenstein Fields & Co
New York
$317K
ZIG
1471
Zullo Investment Group
Pennsylvania
$317K
SRWM
1472
Shira Ridge Wealth Management
California
$315K -$10.3K -101 -3%
TCB
1473
Texas Capital Bancshares
Texas
$315K
MCIA
1474
Mountain Capital Investment Advisors
Colorado
$315K +$8.93K +86 +3%
MKC
1475
M. Kraus & Co
Vermont
$315K