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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 %
Allspring Global Investments
1501
Allspring Global Investments
North Carolina
$298K +$42.2K +416 +16%
IA
1502
Inspire Advisors
Idaho
$298K +$33.4K +329 +13%
GC
1503
Grimes & Company
Massachusetts
$297K +$406 +4 +0.1%
RCG
1504
Regatta Capital Group
California
$295K
BAMG
1505
Brand Asset Management Group
Missouri
$295K
BBNA
1506
Bremer Bank National Association
Minnesota
$293K
AFAS
1507
Acorn Financial Advisory Services
Virginia
$293K -$74K -729 -20%
SPIA
1508
Strategic Point Investment Advisors
Rhode Island
$292K -$49.8K -490 -15%
GFPC
1509
Global Financial Private Client
Florida
$290K -$34.8K -343 -11%
NC
1510
NewSquare Capital
Pennsylvania
$289K +$289K +2,843 New
VC
1511
Veery Capital
Delaware
$288K -$3.05K -30 -1%
DSC
1512
Duncker Streett & Co
Missouri
$288K -$276K -2,715 -49%
MCM
1513
Mattern Capital Management
Colorado
$283K -$277K -2,725 -49%
GBT
1514
Grove Bank & Trust
Florida
$282K
CP
1515
Cornerstone Planning
North Carolina
$282K +$282K +2,781 New
TGAM
1516
TBH Global Asset Management
Tennessee
$282K
AIS
1517
Accredited Investor Services
Minnesota
$282K +$282K +2,779 New
CWM
1518
Centricity Wealth Management
Ohio
$280K +$280K +2,754 New
MP
1519
McDonald Partners
Ohio
$279K -$44.2K -435 -14%
MAG
1520
MRA Advisory Group
New Jersey
$279K +$203 +2 +0.1%
SAM
1521
SP Asset Management
California
$278K +$406 +4 +0.1%
PSIWM
1522
Paradigm Strategies in Wealth Management
Minnesota
$278K
KCPG
1523
Kavar Capital Partners Group
Kansas
$276K -$50.8K -500 -16%
ST
1524
Sabal Trust
Florida
$276K
MA
1525
Mosaic Advisors
Texas
$275K +$275K +2,713 New