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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 %
NIC
1551
Northwest Investment Counselors
Oregon
$146K +$146K +1,524 New
BSB
1552
Bangor Savings Bank
Maine
$144K
LWA
1553
Lowe Wealth Advisors
Maryland
$139K -$19.2K -200 -12%
RIA
1554
Realta Investment Advisors
Delaware
$133K -$73K -747 -35%
GG
1555
Gleason Group
Kentucky
$132K -$313K -3,274 -70%
HGA
1556
Hobbs Group Advisors
South Carolina
$128K +$21K +219 +20%
CSWG
1557
Cardinal Strategic Wealth Guidance
Kentucky
$127K
RTL
1558
Red Tortoise LLC
Georgia
$126K
ITIM
1559
Indiana Trust & Investment Management
Indiana
$125K +$2.49K +26 +2%
JFG
1560
JDM Financial Group
Texas
$124K
IIL
1561
Insight Inv LLC
California
$123K
WBC
1562
West Branch Capital
Massachusetts
$119K +$191 +2 +0.2%
SWM
1563
Sugarloaf Wealth Management
Georgia
$119K +$18.2K +190 +18%
FWM
1564
FSA Wealth Management
Massachusetts
$113K +$113K +1,180 New
CT
1565
Clearstead Trust
Maine
$112K -$84.7K -885 -43%
WWM
1566
Wolff Wiese Magana
California
$111K +$54.6K +570 +96%
TCM
1567
Tradewinds Capital Management
Washington
$110K -$25.5K -266 -19%
CWM
1568
Compass Wealth Management
Connecticut
$110K -$96.3K -1,006 -47%
MIA
1569
Milestone Investment Advisors
Wisconsin
$103K
PCM
1570
Perritt Capital Management
Illinois
$101K -$125K -1,304 -55%
CP
1571
Castleview Partners
Texas
$98.6K
AIM
1572
Anchor Investment Management
South Carolina
$96.4K
CBT
1573
CoreFirst Bank & Trust
Kansas
$91.5K +$91.5K +956 New
S
1574
Syntrinsic
Colorado
$91.2K -$2.97K -31 -3%
TAM
1575
Townsend Asset Management
North Carolina
$91K