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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)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
Ameriprise
Ameriprise
Minnesota
$746M
3
PA
Parallel Advisors
California
$39.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$794M
5
SA
Sanctuary Advisors
Indiana
$141M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
451
Northeast Financial Consultants
Connecticut
$5.18M – – –
AIA
452
Arrow Investment Advisors
Maryland
$5.18M -$259K -2,701 -5%
KV
453
Kickstand Ventures
New York
$5.16M +$835K +8,723 +19%
MCA
454
MSH Capital Advisors
Arizona
$5.1M -$37.5K -392 -0.7%
XF
455
XML Financial
Maryland
$5.08M -$25.6K -267 -0.5%
EWM
456
Evercore Wealth Management
New York
$5.08M -$135K -1,407 -3%
LF
457
Lantz Financial
Illinois
$5.07M +$91.9K +960 +2%
TWP
458
Total Wealth Planning
Ohio
$5.03M -$207K -2,165 -4%
PPC
459
Park Place Capital
Alabama
$5.03M -$80.9K -845 -2%
Calamos Advisors
460
Calamos Advisors
Illinois
$5.02M -$17.4K -182 -0.3%
BMCM
461
Bryn Mawr Capital Management
Pennsylvania
$5.01M -$37K -386 -0.7%
MLA
462
My Legacy Advisors
Oregon
$5M -$3.6M -37,604 -42%
TFF
463
The Family Firm
Maryland
$4.95M +$6.7K +70 +0.1%
NAM
464
NTV Asset Management
West Virginia
$4.93M -$9.58K -100 -0.2%
SCA
465
St. Clair Advisors
Ohio
$4.88M -$356K -3,721 -7%
BCM
466
BTC Capital Management
Iowa
$4.85M – – –
GSWM
467
Greenup Street Wealth Management
Michigan
$4.85M -$251K -2,620 -5%
TNB
468
Thomasville National Bank
Georgia
$4.84M -$115K -1,205 -2%
NCFG
469
New Century Financial Group
New Jersey
$4.77M -$19.4K -203 -0.4%
ONB
470
Old National Bancorp
Indiana
$4.74M -$203K -2,124 -4%
DL
471
DOHJ LLC
Washington
$4.72M -$1.79M -18,965 -28%
VWM
472
Valley Wealth Managers
New Jersey
$4.72M -$90.2K -942 -2%
USAA
473
United Services Automobile Association
Texas
$4.69M +$284K +2,963 +6%
SCM
474
Stordahl Capital Management
Colorado
$4.69M +$54.6K +578 +1%
TPWA
475
TRUE Private Wealth Advisors
Oregon
$4.67M +$345K +3,598 +8%
17 18
19
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