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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 %
MML Investors Services
26
MML Investors Services
Massachusetts
$308M 3,036,812 +57,933 +2%
RFC
27
Regions Financial Corp
Alabama
$286M 2,820,325 -51,323 -2%
HNB
28
Huntington National Bank
Ohio
– – – –
HWM
29
HB Wealth Management
Georgia
$252M 2,483,216 -34,165 -1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$234M 2,306,387 -57,807 -2%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$216M 2,129,827 -22,091 -1%
Osaic Holdings
32
Osaic Holdings
Arizona
$194M 2,002,173 +111,362 +6%
NA
33
NewEdge Advisors
Louisiana
$189M 1,857,847 +246,987 +15%
HighTower Advisors
34
HighTower Advisors
Illinois
$186M 1,833,277 -20,404 -1%
US Bancorp
35
US Bancorp
Minnesota
$168M 1,658,474 -1,802,893 -52%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$168M 1,654,280 +8,893 +0.5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$165M 1,621,194 -18,775 -1%
SA
38
Sanctuary Advisors
Indiana
$149M 1,420,998 +8,776 +0.6%
FIA
39
Foundations Investment Advisors
Arizona
$147M 1,444,022 +14,896 +1%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$138M 1,357,648 -101,841 -7%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$134M 1,320,452 -117,739 -8%
UCFA
42
United Capital Financial Advisors
Texas
$129M 1,269,567 -75,199 -6%
JC
43
JB Capital
Connecticut
$127M 1,249,531 -21,705 -2%
MCM
44
MAI Capital Management
Ohio
$122M 1,203,770 +243,242 +25%
Truist Financial
45
Truist Financial
North Carolina
$121M 1,191,099 +37,240 +3%
MGIA
46
Moneta Group Investment Advisors
Missouri
$120M 1,184,607 -35,203 -3%
MWA
47
Midland Wealth Advisors
Illinois
$117M 1,156,767 -23,204 -2%
Two Sigma Investments
48
Two Sigma Investments
New York
$110M 1,086,331 -51,069 -4%
RCAG
49
Rehmann Capital Advisory Group
Michigan
$109M 1,077,456 +21,152 +2%
CWM
50
Calamos Wealth Management
Illinois
$106M 1,045,415 +18,506 +2%
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