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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 %
BCM
1651
Basso Capital Management
Connecticut
$19.2K
VCM
1652
Versant Capital Management
Arizona
$19.2K
CCMI
1653
Creative Capital Management Investments
California
$19.2K
TFA
1654
Toth Financial Advisory
Virginia
$18.1K
QPBE
1655
Quintet Private Bank (Europe)
Luxembourg
$16.8K +$2.3K +24 +16%
IAIM
1656
International Assets Investment Management
Florida
$16.6K +$16.4K +1,569,612 +10,365%
PP
1657
Pacifica Partners
Canada
$16.3K +$16.3K +170 New
1IA
1658
1620 Investment Advisors
Massachusetts
$16.3K -$19.1K -199 -54%
KWAG
1659
Kiely Wealth Advisory Group
North Carolina
$15.1K
PIS
1660
POM Investment Strategies
North Carolina
$14.8K -$206K -2,150 -93%
CAM
1661
Creekmur Asset Management
Illinois
$14.8K
GWM
1662
Grand Wealth Management
Michigan
$14.3K +$14.3K +149 New
EAM
1663
Eukles Asset Management
Ohio
$14.2K
PFG
1664
Peterson Financial Group
Iowa
$13.9K +$13.9K +145 New
BCM
1665
Blume Capital Management
California
$12.6K +$12.6K +132 New
FMB
1666
Field & Main Bank
Kentucky
$12.3K
DJSG
1667
D.J. St. Germain
Massachusetts
$12.1K -$4.02K -42 -25%
MWA
1668
MFA Wealth Advisors
Pennsylvania
$11.8K
FNWA
1669
Financial Network Wealth Advisors
Utah
$9.77K
FUBT
1670
First United Bank & Trust
Maryland
$9.58K -$3.83K -40 -29%
AFWM
1671
Abich Financial Wealth Management
Virginia
$8.43K +$8.43K +88 New
MBFW
1672
Morton Brown Family Wealth
Pennsylvania
$7.85K +$7.85K +82 New
CJ
1673
Caitlin John
Michigan
$7.78K
FGC
1674
Financial Gravity Companies
Texas
$7.76K +$7.76K +81 New
RWPA
1675
Richard W. Paul & Associates
Michigan
$7.28K