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iShares S&P 500 Growth ETF

1,688 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
1,688
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.42%
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 %
BFIM
1526
Beese Fulmer Investment Management
Ohio
$204K +$204K +2,132 New
T. Rowe Price Associates
1527
T. Rowe Price Associates
Maryland
$203K +$203K +2,119 New
PGF
1528
Plan Group Financial
Oklahoma
$202K +$202K +2,109 New
BPFA
1529
Barnes Pettey Financial Advisors
Mississippi
$201K +$201K +2,100 New
ISL
1530
Ingalls & Snyder LLC
New York
$201K +$201K +2,099 New
AWA
1531
Authentikos Wealth Advisory
California
$201K +$201K +2,098 New
FNBOMD
1532
First National Bank of Mount Dora
Florida
$201K +$201K +2,096 New
BL
1533
BFSG LLC
California
$194K
EWM
1534
Evermay Wealth Management
Virginia
$191K +$35.1K +367 +23%
TSMHT
1535
Thurston Springer Miller Herd & Titak
Indiana
$191K +$24.1K +252 +14%
DWM
1536
Darwin Wealth Management
Florida
$182K +$182K +1,901 New
ZB
1537
Zions Bancorporation
Utah
$181K
TH
1538
TCTC Holdings
Texas
$175K
SIS
1539
Strategic Investment Solutions
Illinois
$173K
ADL
1540
Asset Dedication LLC
California
$163K +$5.84K +61 +4%
CPG
1541
Cornerstone Planning Group
New Jersey
$161K -$66.1K -671 -29%
CCA
1542
Criterion Capital Advisors
Tennessee
$160K
BCCM
1543
Black Cypress Capital Management
Florida
$159K -$14.4K -150 -8%
JIP
1544
Jaffetilchin Investment Partners
Florida
$158K +$158K +1,645 New
CPA
1545
Cardiff Park Advisors
California
$155K
PAI
1546
Pittenger & Anderson Inc
Nebraska
$155K -$11.5K -120 -7%
MPWT
1547
MassMutual Private Wealth & Trust
Connecticut
$152K +$25.4K +265 +20%
NS
1548
NBC Securities
Alabama
$150K
AA
1549
Addison Advisors
Vermont
$147K
FPB
1550
First PREMIER Bank
South Dakota
$146K