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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.

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
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

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 Market Value Shares Shares
Change 		Shares
Change %
HWM
26
HB Wealth Management
Georgia
$241M 2,517,381 -14,029 -0.6%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$226M 2,364,194 -173,884 -7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$212M 2,214,388 -247,867 -10%
RJA
29
Raymond James & Associates
Florida
$207M 2,159,492 +6,861 +0.3%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$206M 2,151,918 -10,060 -0.5%
Lido Advisors
31
Lido Advisors
California
$200M 2,088,929 -488,561 -19%
Osaic Holdings
32
Osaic Holdings
Arizona
$181M 1,890,811 +60,973 +3%
HighTower Advisors
33
HighTower Advisors
Illinois
$177M 1,853,681 +112,916 +6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$158M 1,645,387 -19,353 -1%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$157M 1,639,969 -56,110 -3%
NA
36
NewEdge Advisors
Louisiana
$154M 1,610,860 +125,106 +8%
SA
37
Sanctuary Advisors
Indiana
$141M 1,412,222 +324,178 +30%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$140M 1,459,489 -16,142 -1%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$138M 1,438,191 +146,348 +11%
FIA
40
Foundations Investment Advisors
Arizona
$137M 1,429,126 +180,235 +14%
UCFA
41
United Capital Financial Advisors
Texas
$129M 1,344,766 -134,782 -9%
JC
42
JB Capital
Connecticut
$122M 1,271,236 -45,107 -3%
MGIA
43
Moneta Group Investment Advisors
Missouri
$117M 1,219,810 -8,924 -0.7%
MWA
44
Midland Wealth Advisors
Illinois
$113M 1,179,971 -126,022 -10%
Truist Financial
45
Truist Financial
North Carolina
$110M 1,153,859 -44,395 -4%
Two Sigma Investments
46
Two Sigma Investments
New York
$109M 1,137,400 -69,800 -6%
RCAG
47
Rehmann Capital Advisory Group
Michigan
$101M 1,056,304 +6,842 +0.7%
CC
48
Courier Capital
New York
$99.6M 1,040,160 -9,806 -0.9%
CWM
49
Calamos Wealth Management
Illinois
$98.3M 1,026,909 +25,047 +3%
Comerica Bank
50
Comerica Bank
Texas
$97.9M 1,022,807 -62,442 -6%
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