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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 %
AL
401
ACAS LLC
California
$6.93M 66,063 -720 -1%
AG
402
AlTi Global
New York
$6.86M 67,522 -80 -0.1%
TNBTD
403
Trustmark National Bank Trust Department
Mississippi
$6.76M 66,629 – –
SC
404
Sapient Capital
Indiana
$6.72M 66,193 -73 -0.1%
NP
405
NorthRock Partners
Minnesota
$6.71M 66,093 -2,344 -3%
GIM
406
Goelzer Investment Management
Indiana
$6.7M 65,977 -5,366 -8%
GFP
407
Gryphon Financial Partners
Ohio
$6.7M 65,956 +173 +0.3%
BFG
408
Bleakley Financial Group
New Jersey
$6.66M 65,567 +888 +1%
NCM
409
Novare Capital Management
North Carolina
$6.61M 65,062 +31,660 +95%
CWAG
410
Compton Wealth Advisory Group
Virginia
$6.6M 64,984 +63 +0.1%
SB
411
Strategic Blueprint
Georgia
$6.57M 64,667 +2,503 +4%
RFA
412
Rollins Financial Advisors
New York
$6.53M 64,338 -7,179 -10%
CWM
413
Centurion Wealth Management
Virginia
$6.5M 64,013 -221 -0.3%
EA
414
Eclectic Associates
California
$6.42M 63,223 +63,223 New
AI
415
Arvest Investments
Arkansas
$6.36M 62,684 -4,587 -7%
CWM
416
Cranbrook Wealth Management
Michigan
$6.35M 62,569 -229 -0.4%
GF
417
Gimbal Financial
Indiana
$6.34M 62,408 +2,346 +4%
CWM
418
Cahaba Wealth Management
Georgia
$6.31M 62,178 -1,843 -3%
SVWG
419
Shared Vision Wealth Group
United States
$6.31M 62,165 -1,418 -2%
AFW
420
Atlantic Family Wealth
Florida
$6.3M 62,053 +62,053 New
QCM
421
Quantinno Capital Management
New York
$6.27M 61,717 -206 -0.3%
CFG
422
Cosner Financial Group
Colorado
$6.17M 60,790 +94 +0.2%
NL
423
NWAM LLC
Washington
$6.17M 60,769 +3,527 +6%
LWA
424
Lifelong Wealth Advisors
Minnesota
$6.16M 60,701 +60,701 New
PIMG
425
Patriot Investment Management Group
Tennessee
$6.12M 60,231 +432 +0.7%
15 16
17
18 19