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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
Ameriprise
2
Ameriprise
Minnesota
$746M
3
PA
3
Parallel Advisors
California
$39.8M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$794M
5
SA
5
Sanctuary Advisors
Indiana
$141M

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 %
ABWM
351
Alpine Bank Wealth Management
Colorado
$7.82M 81,697 +81,697 New
GWP
352
Gen-Wealth Partners
Michigan
$7.77M 79,360 +2,571 +3%
TFG
353
Tilson Financial Group
New Jersey
$7.75M 80,920 +80,920 New
ATS
354
Ashton Thomas Securities
New York
$7.69M 80,320 -7,638 -9%
FWP
355
Firethorn Wealth Partners
Georgia
$7.66M 79,979 +5,030 +7%
SOS
356
Silver Oak Securities
Tennessee
$7.66M 80,404 +41,848 +109%
GWMR
357
GC Wealth Management RIA
Massachusetts
$7.64M 79,834 +64 +0.1%
DADC
358
D.A. Davidson & Co
Montana
$7.58M 79,208 -6,736 -8%
MWS
359
Maxwell Wealth Strategies
California
$7.49M 77,345 +1,095 +1%
AAS
360
Asset Allocation Strategies
Michigan
$7.43M 77,568 -26,872 -26%
EIP
361
Ellis Investment Partners
Pennsylvania
$7.39M 77,201 +7,751 +11%
EWA
362
Exencial Wealth Advisors
Oklahoma
$7.35M 76,737 -4,100 -5%
PFP
363
Pinnacle Financial Partners
Tennessee
$7.33M 76,547 -4,205 -5%
FNBT
364
FineMark National Bank & Trust
Florida
$7.23M 75,490 +4,438 +6%
RPGK
365
Retirement Planning Group (Kansas)
Kansas
$7.22M 75,439 +16,102 +27%
VC
366
Vestor Capital
Illinois
$7.21M 75,309 -1,072 -1%
AF
367
Advisornet Financial
Minnesota
$7.19M 75,061 -5,571 -7%
NG
368
Norden Group
Utah
$7.16M 74,793 +8,294 +12%
SCG
369
Sonata Capital Group
Washington
$7.14M 74,571 -7,382 -9%
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$7.13M 74,451 +15,153 +26%
SIAS
371
Summit Investment Advisory Services
Minnesota
$7.1M 74,125 +74,125 New
FMN
372
Financial Management Network
California
$7.06M 73,838 -1,134 -2%
COCM
373
Charter Oak Capital Management
New Hampshire
$7.03M 73,448 -803 -1%
LSA
374
Lansing Street Advisors
Pennsylvania
$7.01M 73,223 +1,033 +1%
SEIA
375
Signature Estate & Investment Advisors
California
$7.01M 73,192 +10,119 +16%
13 14
15
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