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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 %
WAG
1576
Windsor Advisory Group
Ohio
$246K
WIP
1577
WealthCare Investment Partners
Rhode Island
$246K +$305 +3 +0.1%
VWWMG
1578
Vermillion & White Wealth Management Group
Pennsylvania
$245K +$4.87K +48 +2%
CM
1579
Columbus Macro
Pennsylvania
$245K
SFG
1580
SevenBridge Financial Group
Pennsylvania
$245K +$20.6K +196 +9%
EMC
1581
Everest Management Corp
California
$244K +$244K +2,408 New
GGS
1582
Galvin Gaustad & Stein
Arizona
$244K
PA
1583
Persium Advisors
Georgia
$244K +$244K +2,406 New
RMC
1584
Resources Management Corp
Connecticut
$244K -$507 -5 -0.2%
TC
1585
Truvestments Capital
Florida
$244K -$305 -3 -0.1%
AWM
1586
Avaii Wealth Management
Wisconsin
$244K -$5.18K -51 -2%
PCM
1587
Parsons Capital Management
Rhode Island
$244K
IWN
1588
Independent Wealth Network
Iowa
$243K -$87.4K -861 -26%
MFF
1589
Michels Family Financial
Texas
$243K +$243K +2,395 New
FSC
1590
Full Sail Capital
Oklahoma
$243K
GFWA
1591
Grey Fox Wealth Advisors
Delaware
$242K -$406 -4 -0.2%
CASB
1592
Cape Ann Savings Bank
Massachusetts
$241K
FWP
1593
Forefront Wealth Partners
Texas
$241K +$241K +2,373 New
AIP
1594
ARS Investment Partners
New York
$240K
GWS
1595
Greykasell Wealth Strategies
California
$238K +$238K +2,346 New
PPW
1596
Presilium Private Wealth
Pennsylvania
$238K
OWA
1597
Octavia Wealth Advisors
Ohio
$237K -$8.53K -84 -3%
RIS
1598
Richmond Investment Services
Wisconsin
$237K +$237K +2,335 New
BCM
1599
Becker Capital Management
Oregon
$236K -$35.5K -350 -13%
DFC
1600
DB Fitzpatrick & Co
Idaho
$236K -$32.7K -322 -12%