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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 %
IRC
1576
Investors Research Corp
Georgia
$89.5K +$50K +522 +126%
M
1577
MOTCO
Texas
$88.1K
AWM
1578
Abound Wealth Management
Tennessee
$84.4K +$96 +1 +0.1%
GWANC
1579
Guardian Wealth Advisors (North Carolina)
North Carolina
$84K
SC
1580
SouthState Corp
Florida
$83.8K
BL
1581
Balentine LLC
Georgia
$83.7K -$42.9K -448 -34%
BA
1582
Ballast Advisors
Minnesota
$82.7K
AIA
1583
Armor Investment Advisors
North Carolina
$80.2K -$1.34K -14 -2%
Russell Investments Group
1584
Russell Investments Group
United Kingdom
$80.2K +$45.4K +474 +130%
HWM
1585
Hemington Wealth Management
Virginia
$80K +$80K +844 New
POIA
1586
Pin Oak Investment Advisors
Texas
$79K -$19.1K -200 -19%
RA
1587
Rise Advisors
New York
$78.2K +$96 +1 +0.1%
CFFP
1588
Center for Financial Planning
Michigan
$77.9K
TCM
1589
TruNorth Capital Management
Michigan
$76.8K
BHWM
1590
Beaird Harris Wealth Management
Texas
$76.1K +$17.2K +180 +29%
FFA
1591
Frazier Financial Advisors
Ohio
$72.3K +$96 +1 +0.1%
TAM
1592
Tucker Asset Management
Colorado
$71.9K -$20.6K -215 -22%
AA
1593
AlphaMark Advisors
Kentucky
$70K -$52.8K -549 -43%
AP
1594
Aspect Partners
Virginia
$68.9K
PP
1595
PFS Partners
New Jersey
$68.5K +$96 +1 +0.1%
DP
1596
Denver PWM
Colorado
$67.3K +$191 +2 +0.3%
OWP
1597
ORG Wealth Partners
Texas
$66.2K +$66.2K +691 New
AIC
1598
Archer Investment Corporation
Indiana
$65.1K +$96 +1 +0.1%
CFG
1599
Copley Financial Group
California
$64.1K +$64.1K +669 New
RP
1600
Rice Partnership
Hawaii
$64K