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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 %
IAA
276
Independent Advisor Alliance
North Carolina
$13.1M 129,011 +129,011 New
CFS
277
Commonwealth Financial Services
West Virginia
$13M 128,159 -8,779 -6%
CA
278
CoreCap Advisors
Michigan
$13M 128,125 +24,047 +23%
FCC
279
Florin Court Capital
United Kingdom
$13M 127,900 +72,900 +133%
SWA
280
Stratos Wealth Advisors
Ohio
$13M 127,781 -3,838 -3%
EFG
281
Ehrlich Financial Group
California
$12.9M 127,161 +8,701 +7%
BC
282
Barrett & Company
Rhode Island
$12.8M 126,244 +4,138 +3%
ATC
283
Argent Trust Co
Tennessee
$12.7M 125,007 +272 +0.2%
CA
284
Centerpoint Advisors
Massachusetts
$12.7M 124,941 -2,952 -2%
WAL
285
W Advisors LLC
Tennessee
$12.6M 124,243 -5,090 -4%
GVAG
286
Great Valley Advisor Group
Delaware
$12.6M 123,791 +26,625 +27%
WJA
287
Willis Johnson & Associates
Texas
$12.6M 123,634 -7,472 -6%
SC
288
Savant Capital
Illinois
$12.5M 123,035 -290 -0.2%
NB
289
Nicolet Bankshares
Wisconsin
$12.4M 122,088 -1,723 -1%
AssetMark Inc
290
AssetMark Inc
California
$12.3M 121,229 +20,300 +20%
KOC
291
Koss-Olinger Consulting
Florida
$12.3M 121,134 +650 +0.5%
MW
292
Maia Wealth
Colorado
$12.3M 119,764 +4,527 +4%
WGC
293
Watts Gwilliam & Co
Arizona
$12.2M 119,416 +7,334 +7%
WWA
294
WCG Wealth Advisors
Nevada
$12.1M 119,377 +746 +0.6%
HI
295
Harbour Investments
Wisconsin
$12M 118,630 -1,807 -2%
BHWM
296
Bay Harbor Wealth Management
Maryland
$12M 117,970 +844 +0.7%
AllianceBernstein
297
AllianceBernstein
Tennessee
$11.9M 117,292 +3,089 +3%
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$11.9M 117,152 -5,014 -4%
EWA
299
EP Wealth Advisors
California
$11.8M 116,245 -7,415 -6%
SEM
300
Strategic Equity Management
Arizona
$11.7M 115,605 +5,919 +5%
10 11
12
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