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iShares S&P 500 Growth ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45B
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
251
Merit Financial Group
Georgia
$14.1M 146,764 -155,070 -51%
LIA
252
LBMC Investment Advisors
Tennessee
$13.6M 142,479 -241 -0.2%
William Blair & Company
253
William Blair & Company
Illinois
$13.6M 141,896 -1,115 -0.8%
IW
254
Instrumental Wealth
Florida
$13.6M 138,576 +2,293 +2%
MA
255
Mutual Advisors
Nebraska
$13.4M 138,156 +7,827 +6%
AWM
256
Avitas Wealth Management
California
$13.4M 139,953 +33 +0%
RIA
257
Regal Investment Advisors
Michigan
$13.3M 139,320 +19,287 +16%
MFS
258
Madrona Financial Services
Washington
$13.3M 138,604 +5,519 +4%
CFA
259
Camarda Financial Advisors
Florida
$13.2M 137,888 -9,044 -6%
TAM
260
TCP Asset Management
Ohio
$13M 135,998 +133,406 +5,147%
FFWA
261
Forthright Family Wealth Advisory
Texas
$13M 125,195 +87,459 +232%
APP
262
Avantax Planning Partners
Iowa
$13M 135,628 -17,365 -11%
Natixis Advisors
263
Natixis Advisors
Massachusetts
$12.9M 135,238 -6,133 -4%
CFS
264
Commonwealth Financial Services
West Virginia
$12.9M 136,938 -4,663 -3%
KWM
265
Keebeck Wealth Management
Illinois
$12.9M 134,446 -5,141 -4%
PCTC
266
Perkins Coie Trust Company
Washington
$12.9M 134,394 -1,651 -1%
JIC
267
Johnson Investment Counsel
Ohio
$12.8M 133,918 -754 -0.6%
SWA
268
Stratos Wealth Advisors
Ohio
$12.6M 131,619 +1,910 +1%
AR
269
Apeiron RIA
Texas
$12.6M 131,283 +14,657 +13%
WJA
270
Willis Johnson & Associates
Texas
$12.6M 131,106 -4,973 -4%
WAL
271
W Advisors LLC
Tennessee
$12.4M 129,333 +3,012 +2%
CA
272
Centerpoint Advisors
Massachusetts
$12.2M 127,893 -1,429 -1%
TFCP
273
Twin Focus Capital Partners
Massachusetts
$12M 125,136 +4,210 +3%
ATC
274
Argent Trust Co
Tennessee
$11.9M 124,735 +2,895 +2%
GWAM
275
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.9M 124,428 -10,212 -8%
9 10
11
12 13