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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 %
KDA
376
Kraft Davis & Associates
Missouri
$7.85M 74,792 -12,021 -14%
NG
377
Norden Group
Utah
$7.78M 76,652 +1,859 +2%
EIP
378
Ellis Investment Partners
Pennsylvania
$7.75M 76,354 -847 -1%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$7.7M 75,848 +1,397 +2%
AWA
380
Arkadios Wealth Advisors
Georgia
$7.69M 75,741 +9,515 +14%
OWCM
381
One Wealth Capital Management
Arizona
$7.69M 75,723 +75,723 New
HSWS
382
Higgins & Schmidt Wealth Strategies
Colorado
$7.65M 75,299 -6,840 -8%
AA
383
Ancora Advisors
Ohio
$7.63M 75,193 +8,870 +13%
PFP
384
Pinnacle Financial Partners
Tennessee
$7.62M 75,387 -1,160 -2%
SEIA
385
Signature Estate & Investment Advisors
California
$7.62M 75,081 +1,889 +3%
SCG
386
Sonata Capital Group
Washington
$7.61M 74,959 +388 +0.5%
FWP
387
Firethorn Wealth Partners
Georgia
$7.59M 74,765 -5,214 -7%
IAG
388
Investment Advisory Group
Massachusetts
$7.57M 74,516 +9,019 +14%
RPGK
389
Retirement Planning Group (Kansas)
Kansas
$7.53M 74,178 -1,261 -2%
VC
390
Vestor Capital
Illinois
$7.49M 73,787 -1,522 -2%
SIAS
391
Summit Investment Advisory Services
Minnesota
$7.48M 73,658 -467 -0.6%
FMN
392
Financial Management Network
California
$7.46M 72,200 -1,638 -2%
COCM
393
Charter Oak Capital Management
New Hampshire
$7.3M 71,925 -1,523 -2%
PWAC
394
Private Wealth Advisors (California)
California
$7.3M 71,914 -11 -0%
OC
395
Oppenheimer & Co
New York
$7.29M 71,837 -8 -0%
FAM
396
Frontier Asset Management
Wyoming
$7.09M 69,830 +791 +1%
QPWM
397
Quadrant Private Wealth Management
Pennsylvania
$7.08M 69,738 +4,264 +7%
AAS
398
Asset Allocation Strategies
Michigan
$7.06M 67,187 -10,381 -13%
SFO
399
Stenger Family Office
Illinois
$6.97M 68,648 +68,648 New
MI
400
Moneywise Inc
Virginia
$6.93M 68,273 +6,654 +11%
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