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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 %
WP
426
WealthPLAN Partners
Nebraska
$6.1M 60,114 -8,030 -12%
IA
427
IFP Advisors
Florida
$6.09M 59,953 -129,089 -68%
HWA
428
Heritage Wealth Advisors
Virginia
$6.06M 59,715 -17 -0%
TFA
429
Tobias Financial Advisors
Florida
$5.98M 58,903 -1,470 -2%
EWM
430
Evercore Wealth Management
New York
$5.97M 58,760 +5,738 +11%
AWP
431
Ascent Wealth Partners
New York
$5.95M 58,638 -9,792 -14%
FS
432
Financially Speaking
Colorado
$5.95M 58,638 +58,638 New
RA
433
RFG Advisory
Alabama
$5.95M 58,600 -2,946 -5%
SIA
434
Soltis Investment Advisors
Utah
$5.9M 58,117 +2,215 +4%
FRA
435
FFG Retirement Advisors
Colorado
$5.87M 57,804 -595 -1%
LBC
436
Lowe Brockenbrough & Co
Virginia
$5.87M 57,801 -6,242 -10%
CIAS
437
Capital Investment Advisory Services
North Carolina
$5.86M 57,723 +58 +0.1%
LWP
438
Laurel Wealth Planning
Minnesota
$5.84M 57,533 -750 -1%
PWA
439
Peterson Wealth Advisors
Utah
$5.83M 56,483 -3,543 -6%
MYIA
440
Mount Yale Investment Advisors
Colorado
$5.8M 57,112 -7,327 -11%
PA
441
PFG Advisors
Arizona
$5.79M 57,020 +516 +0.9%
SOS
442
Silver Oak Securities
Tennessee
$5.75M 56,177 -24,227 -30%
MWM
443
Mosley Wealth Management
California
$5.7M 54,889 +424 +0.8%
NCM
444
Narwhal Capital Management
Georgia
$5.69M 56,000 – –
GSWM
445
Greenup Street Wealth Management
Michigan
$5.67M 55,873 +5,272 +10%
BWMG
446
Barnes Wealth Management Group
California
$5.64M 55,506 +55,506 New
MCA
447
MSH Capital Advisors
Arizona
$5.64M 55,503 +2,244 +4%
DBIA
448
Dumont & Blake Investment Advisors
New Jersey
$5.61M 55,248 -1,318 -2%
RWRC
449
R.W. Roge & Company
New York
$5.61M 55,221 -1,339 -2%
CRC
450
Curi RMB Capital
Illinois
$5.59M 55,013 -3,365 -6%
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