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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 %
RWM
1601
Ruedi Wealth Management
Illinois
$61.6K
WI
1602
Wintrust Investments
Illinois
$61K -$645K -6,792 -91%
Lazard Asset Management
1603
Lazard Asset Management
New York
$61K +$61K +640 New
SAM
1604
Smartleaf Asset Management
Massachusetts
$60.5K +$60.5K +635 New
TWD
1605
True Wealth Design
Ohio
$60K
CICI
1606
Capital Investment Counsel Inc
North Carolina
$58.6K
CCM
1607
Chilton Capital Management
Texas
$57.8K +$2.68K +28 +5%
VWA
1608
Valued Wealth Advisors
Utah
$57.5K +$35.4K +370 +160%
SC
1609
Sawyer & Company
Massachusetts
$57K
EW
1610
Element Wealth
Mississippi
$55.2K +$13.1K +137 +31%
NRG
1611
Nemes Rush Group
Michigan
$54.5K +$42.1K +498 +339%
HWA
1612
HHM Wealth Advisors
Tennessee
$53.7K -$722K -7,536 -93%
IBOK
1613
Independence Bank of Kentucky
Kentucky
$52.7K -$7.85K -82 -13%
AFS
1614
Annapolis Financial Services
Maryland
$52.7K
CWP
1615
Concord Wealth Partners
Virginia
$52.6K -$13.4K -140 -20%
GA
1616
GoalVest Advisory
New York
$52.5K -$143K -1,496 -73%
ATC
1617
Adirondack Trust Company
New York
$51.4K +$6.51K +68 +14%
TCA
1618
Trifecta Capital Advisors
Illinois
$51K
NFA
1619
Northwest Financial Advisors
Virginia
$48.9K +$48.9K +511 New
CB
1620
Centennial Bank
Arkansas
$46.3K
WIM
1621
Westside Investment Management
California
$46K
KA
1622
Kozak & Associates
Colorado
$45.4K +$97 +1 +0.2%
MHR
1623
Matthew Hamilton Rosenberg
$45.2K -$2.59K -27 -5%
BLC
1624
Brown, Lisle/Cummings
Rhode Island
$44K
BIM
1625
Breakwater Investment Management
Washington
$44K