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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 %
CPC
1526
Consolidated Planning Corp
Georgia
$274K +$274K +2,700 New
AIM
1527
Avity Investment Management
Connecticut
$274K
BA
1528
Bluesphere Advisors
Pennsylvania
$273K -$28.4K -280 -9%
UL
1529
Unionview LLC
Washington
$272K
UAS
1530
United Asset Strategies
New York
$271K
SMC
1531
Smith, Moore & Co
Missouri
$271K
CIBC World Market
1532
CIBC World Market
Ontario, Canada
$270K +$6K +59 +2%
PP
1533
Patten & Patten
Tennessee
$270K -$6.4K -63 -2%
RIM
1534
Rockbridge Investment Management
New York
$269K
PSA
1535
Plum Street Advisors
Louisiana
$269K
CCG
1536
Cypress Capital Group
Florida
$269K -$28.3K -279 -10%
WPP
1537
Whalerock Point Partners
Rhode Island
$269K
GCA
1538
Genesee Capital Advisors
New York
$268K
HG
1539
Harbor Group
New Hampshire
$268K +$305 +3 +0.1%
CG
1540
Cynosure Group
Utah
$268K +$268K +2,640 New
TPW
1541
Talon Private Wealth
Florida
$267K +$267K +2,625 New
MWM
1542
Mascoma Wealth Management
New Hampshire
$266K -$37.3K -367 -12%
GA
1543
Gordian Advisors
Arizona
$266K
SWM
1544
Silverlake Wealth Management
Vermont
$265K -$25.3K -249 -9%
CCM
1545
Crew Capital Management
Ohio
$265K
SI
1546
Seeds Investor
New York
$264K +$264K +2,602 New
FFS
1547
Fischer Financial Services
Pennsylvania
$264K +$264K +2,600 New
LWM
1548
LJI Wealth Management
Indiana
$263K -$204K -2,005 -44%
DTC
1549
Davidson Trust Company
Washington
$263K
DOA
1550
D'Orazio & Associates
Virginia
$262K +$262K +2,577 New