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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FAM
376
Family Asset Management
South Carolina
$6.94M -$103K -1,080 -1%
HCA
377
Heck Capital Advisors
Wisconsin
$6.93M -$102K -1,069 -1%
WFAG
378
Wescott Financial Advisory Group
Pennsylvania
$6.91M +$251K +2,619 +4%
OC
379
Oppenheimer & Co
New York
$6.88M +$742K +7,751 +12%
RFA
380
Rollins Financial Advisors
New York
$6.85M -$760K -7,939 -10%
GIM
381
Goelzer Investment Management
Indiana
$6.83M -$2.36M -24,636 -26%
PWAC
382
Private Wealth Advisors (California)
California
$6.79M -$132K -1,393 -2%
TCG
383
Transcendent Capital Group
Oklahoma
$6.71M -$600K -6,262 -8%
FAM
384
Frontier Asset Management
Wyoming
$6.61M -$198K -2,072 -3%
NP
385
NorthRock Partners
Minnesota
$6.55M -$690K -7,211 -10%
AWP
386
Ascent Wealth Partners
New York
$6.55M +$43.5K +454 +0.7%
WP
387
WealthPLAN Partners
Nebraska
$6.52M -$1.12M -11,699 -15%
SW
388
Simplicity Wealth
New Jersey
$6.48M -$7.91M -82,588 -55%
AG
389
AlTi Global
New York
$6.47M -$89K -929 -1%
AI
390
Arvest Investments
Arkansas
$6.44M +$68K +710 +1%
DWM
391
Dynasty Wealth Management
Florida
$6.4M -$8.97M -91,714 -58%
AL
392
ACAS LLC
California
$6.39M +$47.9K +500 +0.8%
TNBTD
393
Trustmark National Bank Trust Department
Mississippi
$6.38M – – –
VCP
394
Verus Capital Partners
Arizona
$6.37M +$937K +9,789 +17%
CF
395
Centaurus Financial
California
$6.35M +$3.98M +41,527 +167%
AA
396
Ancora Advisors
Ohio
$6.35M +$1.08M +11,325 +21%
SC
397
Sapient Capital
Indiana
$6.34M -$2.68K -28 -0%
AWA
398
Arkadios Wealth Advisors
Georgia
$6.34M +$2.19M +22,881 +53%
GFP
399
Gryphon Financial Partners
Ohio
$6.3M -$45K -470 -0.7%
IAG
400
Investment Advisory Group
Massachusetts
$6.27M +$294K +3,074 +5%
14 15
16
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