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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 %
MFS
251
Madrona Financial Services
Washington
$14.7M 144,802 +6,198 +4%
CPSC
252
Carl P. Sherr & Co
Massachusetts
$14.7M 144,572 -3,213 -2%
BRWA
253
B. Riley Wealth Advisors
Florida
$14.7M 144,433 -83,713 -37%
William Blair & Company
254
William Blair & Company
Illinois
$14.6M 144,242 +2,346 +2%
SA
255
Scarborough Advisors
Maryland
$14.6M 143,457 -8,216 -5%
TAM
256
TCP Asset Management
Ohio
$14.5M 143,162 +7,164 +5%
MA
257
Mutual Advisors
Nebraska
$14.5M 141,418 +3,262 +2%
IW
258
Instrumental Wealth
Florida
$14.4M 139,298 +722 +0.5%
LIA
259
LBMC Investment Advisors
Tennessee
$14.3M 141,307 -1,172 -0.8%
SWP
260
Sagespring Wealth Partners
Tennessee
$14.2M 139,683 +139,683 New
AWM
261
Avitas Wealth Management
California
$14.1M 139,077 -876 -0.6%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$14.1M 138,563 +3,325 +2%
PGFC
263
Peapack-Gladstone Financial Corp
New Jersey
$14M 137,698 -9,856 -7%
SL
264
Sentinus LLC
Illinois
$13.9M 136,874 +134,894 +6,813%
ECM
265
Evergreen Capital Management
Washington
$13.9M 136,550 -43,047 -24%
CFA
266
Camarda Financial Advisors
Florida
$13.8M 136,061 -1,827 -1%
JIC
267
Johnson Investment Counsel
Ohio
$13.8M 135,920 +2,002 +1%
PCTC
268
Perkins Coie Trust Company
Washington
$13.6M 134,157 -237 -0.2%
APP
269
Avantax Planning Partners
Iowa
$13.6M 133,772 -1,856 -1%
RIA
270
Regal Investment Advisors
Michigan
$13.6M 133,491 -5,829 -4%
SL
271
SWMG LLC
Texas
$13.5M 127,028 +9,471 +8%
AR
272
Apeiron RIA
Texas
$13.4M 132,025 +742 +0.6%
TFCP
273
Twin Focus Capital Partners
Massachusetts
$13.3M 131,426 +6,290 +5%
FTS
274
Fifth Third Securities
Ohio
$13.2M 130,375 +13,568 +12%
KWM
275
Keebeck Wealth Management
Illinois
$13.1M 129,448 -4,998 -4%
9 10
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