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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 %
TCM
301
TABR Capital Management
California
$11.7M 115,313 +115,313 New
UBV
302
United Bank (Virginia)
Virginia
$11.7M 115,183 +14,000 +14%
MFA
303
Mayflower Financial Advisors
Massachusetts
$11.6M 113,923 +257 +0.2%
AWP
304
Avid Wealth Partners
Texas
$11.5M 113,752 +1,185 +1%
ACM
305
Ascent Capital Management
Oregon
$11.5M 113,469 +113,469 New
CI
306
CX Institutional
Indiana
$11.4M 112,723 -5,406 -5%
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$11.4M 112,123 – –
LFAS
308
Level Four Advisory Services
Texas
$11.3M 111,725 -27 -0%
TCM
309
Traynor Capital Management
Pennsylvania
$11.3M 111,168 -9,958 -8%
MFG
310
Midwest Financial Group
Kansas
$11.3M 111,132 +3,513 +3%
BZWA
311
Blue Zone Wealth Advisors
California
$11.2M 110,316 -2,722 -2%
FFWA
312
Forthright Family Wealth Advisory
Texas
$11.1M 109,816 -15,379 -12%
PFG
313
Pacific Financial Group
Washington
$11.1M 109,750 +11,448 +12%
FGWP
314
Founders Grove Wealth Partners
Virginia
$11.1M 109,693 +109,693 New
PCIA
315
Prime Capital Investment Advisors
Kansas
$11.1M 108,866 -4,530 -4%
LKWM
316
Lee-Kelleher Wealth Management
Maryland
$11M 108,180 +108,180 New
YIA
317
YHB Investment Advisors
Connecticut
$10.9M 107,790 +137 +0.1%
BWS
318
Buck Wealth Strategies
Colorado
$10.9M 107,768 +47,892 +80%
FAN
319
Financial Advisors Network
California
$10.9M 107,064 +107,064 New
HCM
320
Howard Capital Management
Georgia
$10.8M 106,102 -706 -0.7%
PWM
321
Perigon Wealth Management
California
$10.8M 104,980 +3,942 +4%
PAMG
322
Patton Albertson Miller Group
Tennessee
$10.8M 105,951 +51,638 +95%
BFM
323
Broadview Financial Management
Wisconsin
$10.8M 105,948 -1,609 -1%
Brown Advisory
324
Brown Advisory
Maryland
$10.8M 105,948 +40 +0%
HW
325
Hancock Whitney
Mississippi
$10.6M 104,577 +2,605 +3%
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