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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 %
KA
1776
Kozak & Associates
Colorado
$48.5K +$103 +1 +0.2%
BLC
1777
Brown, Lisle/Cummings
Rhode Island
$46.7K
AWM
1778
Avondale Wealth Management
Texas
$46.7K +$2.64K +26 +6%
PIS
1779
POM Investment Strategies
North Carolina
$46.4K +$30.7K +302 +195%
CMBA
1780
C.M. Bidwell & Associates
Hawaii
$45.9K
OHWP
1781
Oak Harbor Wealth Partners
North Carolina
$45.2K
PP
1782
PrairieView Partners
Minnesota
$45K
NAAA
1783
New Age Alpha Advisors
New York
$42.2K +$42.2K +416 New
BAM
1784
Bellevue Asset Management
Washington
$41.5K +$41.5K +409 New
AP
1785
Atwood & Palmer
Missouri
$40.2K -$4.67K -46 -10%
HFS
1786
Hantz Financial Services
Michigan
$40K +$40K +390 New
CFS
1787
Compass Financial Services
Iowa
$39.6K +$39.6K +390 New
FCG
1788
Financial Connections Group
California
$38K
BTD
1789
BankPlus Trust Department
Mississippi
$36K +$36K +355 New
HWM
1790
HighMark Wealth Management
Minnesota
$35.8K +$1.62K +16 +5%
WT
1791
Washington Trust
Rhode Island
$34.8K -$609 -6 -2%
OAJ
1792
Ogorek Anthony Joseph
New York
$33K
SAM
1793
Smartleaf Asset Management
Massachusetts
$32.9K -$32.2K -314 -49%
GA
1794
GoalVest Advisory
New York
$31.3K -$24.4K -240 -44%
CWM
1795
Copia Wealth Management
Oregon
$30.5K +$30.5K +300 New
MHIP
1796
Mountain Hill Investment Partners
New Jersey
$27.7K +$27.7K +273 New
DF
1797
DecisionPoint Financial
Arizona
$26.9K
FCMT
1798
Founders Capital Management (Texas)
Texas
$25.4K
CWM
1799
Crowley Wealth Management
Delaware
$24.4K +$24.4K +240 New
DJSG
1800
D.J. St. Germain
Massachusetts
$24.1K +$11.3K +111 +88%