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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 %
CWM
1476
Core Wealth Management
Florida
$315K
FA
1477
Fortis Advisors
Pennsylvania
$314K +$36.6K +360 +13%
MHB
1478
Midwest Heritage Bank
Iowa
$314K -$59.5K -586 -16%
MAM
1479
MWA Asset Management
Massachusetts
$313K +$83.2K +819 +36%
NAS
1480
NWF Advisory Services
California
$312K +$312K +3,070 New
GSIAS
1481
Garden State Investment Advisory Services
New Jersey
$311K
SPWM
1482
Schrum Private Wealth Management
Florida
$310K -$285K -2,810 -48%
VWS
1483
Virtus Wealth Solutions
New Jersey
$310K +$310K +3,050 New
DE
1484
Diversified Enterprises
Delaware
$309K +$2.95K +29 +1%
TA
1485
TPG Advisors
Illinois
$309K
1WM
1486
1900 Wealth Management
Texas
$309K +$14.5K +143 +5%
SIG
1487
Sargent Investment Group
Maryland
$309K +$309K +3,062 New
FAT
1488
First American Trust
California
$307K
SC
1489
Steph & Co
Wisconsin
$306K -$16K -158 -5%
VDI
1490
Vaughan David Investments
Illinois
$305K
1W
1491
1776 Wealth
Georgia
$305K
SWM
1492
Shelton Wealth Management
Texas
$304K +$102 +1 +0%
DIM
1493
Delta Investment Management
California
$302K -$812 -8 -0.3%
Janus Henderson Group
1494
Janus Henderson Group
United Kingdom
$302K +$302K +2,973 New
BMWS
1495
Brady Martz Wealth Solutions
North Dakota
$302K +$302K +3,001 New
DF
1496
Dunhill Financial
United Kingdom
$301K +$16.4K +162 +6%
VWA
1497
Valued Wealth Advisors
Utah
$300K +$239K +2,355 +392%
CWM
1498
Chesapeake Wealth Management
Virginia
$300K
LMKC
1499
L.M. Kohn & Company
Ohio
$300K
HVIA
1500
Hudson Valley Investment Advisors
New York
$300K