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iShares S&P 500 Growth ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$457M
2
Fidelity International
2
Fidelity International
Bermuda
$309M
3
LPL Financial
3
LPL Financial
California
$1.82B
4
Lido Advisors
4
Lido Advisors
California
$318M
5
Wells Fargo
5
Wells Fargo
California
$1.69B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$598M
2
US Bancorp
2
US Bancorp
Minnesota
$168M
3
IAIM
3
International Assets Investment Management
Florida
$1.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.64B
Name Market Value Shares Shares
Change 		Shares
Change %
OAP
226
One Advisory Partners
Kansas
$17.1M 168,873 -7,963 -5%
ATPW
227
Ashton Thomas Private Wealth
Arizona
$17.1M 168,770 +52,851 +46%
PCG
228
Prosperity Consulting Group
Maryland
$17.1M 168,521 -1,263 -0.7%
MWP
229
Meridian Wealth Partners
Pennsylvania
$17.1M 168,185 +4,455 +3%
ISWM
230
Independent Solutions Wealth Management
New York
$16.8M 165,680 -16,427 -9%
MFIM
231
Mesirow Financial Investment Management
Illinois
$16.8M 165,068 -1,061 -0.6%
LNWTC
232
Laird Norton Wetherby Trust Company
Washington
$16.7M 164,492 – –
FHC
233
First Heartland Consultants
Missouri
$16.7M 164,432 -117,034 -42%
SCA
234
Snowden Capital Advisors
New York
$16.4M 161,197 -6,481 -4%
JWA
235
JFS Wealth Advisors
Pennsylvania
$16.3M 161,030 -15,039 -9%
EH
236
Equitable Holdings
New York
$16.3M 160,175 -116,102 -42%
Legacy Financial Group (Iowa)
237
Legacy Financial Group (Iowa)
Iowa
$16M 157,852 -8,088 -5%
DIP
238
DT Investment Partners
Pennsylvania
$15.8M 155,923 -36,150 -19%
AIM
239
Acropolis Investment Management
Missouri
$15.8M 155,335 -104 -0.1%
TWP
240
Triad Wealth Partners
Kansas
$15.7M 154,767 +92,552 +149%
CAL
241
Capital Advisors Ltd
Ohio
$15.7M 154,450 +2,265 +1%
WP
242
WealthShield Partners
North Carolina
$15.7M 154,144 -1,409 -0.9%
SFP
243
Sterling Financial Planning
New Jersey
$15.6M 153,268 -2,305 -1%
KG
244
Kilter Group
New York
$15.5M 153,141 +153,141 New
TPI
245
Trust Point Inc
Wisconsin
$15.5M 152,714 -257 -0.2%
IC
246
IEQ Capital
California
$15.5M 152,262 +256 +0.2%
AWM
247
Apollon Wealth Management
South Carolina
$15.4M 151,432 +27,829 +23%
COFSG
248
Carbahal Olsen Financial Services Group
California
$15.3M 150,691 +150,691 New
TF
249
Trek Financial
Arizona
$15.2M 149,670 -22,948 -13%
TWM
250
TSA Wealth Management
Texas
$14.8M 145,413 -4,077 -3%
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