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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 %
GLLW
476
Graves Light Lenhart Wealth
Virginia
$4.61M -$390K -4,076 -8%
TPWA
477
Twin Peaks Wealth Advisors
California
$4.61M +$573K +5,987 +14%
FA
478
Flagstar Advisors
New York
$4.6M -$239K -2,501 -5%
GWP
479
Gateway Wealth Partners
Wisconsin
$4.6M +$126K +1,314 +3%
AMG
480
Asset Management Group
Connecticut
$4.57M -$151K -1,572 -3%
NFG
481
Nations Financial Group
Iowa
$4.56M -$207K -2,158 -4%
CB
482
Commerce Bank
Missouri
$4.53M -$172K -1,801 -4%
BJL
483
Brighton Jones LLC
Washington
$4.52M -$148K -1,545 -3%
SAW
484
Signal Advisors Wealth
Michigan
$4.52M +$4.52M +47,184 New
UBG
485
United Bank (Georgia)
Georgia
$4.51M -$34.7K -362 -0.8%
BIM
486
Bridges Investment Management
Nebraska
$4.45M -$1.06M -11,039 -19%
NCM
487
Next Capital Management
New York
$4.43M – – –
AWE
488
Avidian Wealth Enterprises
Texas
$4.42M -$466K -4,864 -10%
ACA
489
Aptus Capital Advisors
Alabama
$4.42M +$197K +2,055 +5%
TCA
490
Transcend Capital Advisors
New Jersey
$4.4M -$17.3K -181 -0.4%
TF
491
Theory Financial
Colorado
$4.38M +$101K +1,057 +2%
HCM
492
Highview Capital Management
Illinois
$4.37M -$1.87M -19,556 -30%
HGERS
493
Householder Group Estate & Retirement Specialist
Arizona
$4.36M -$27.4K -286 -0.6%
EB
494
Eastern Bank
Massachusetts
$4.33M +$3.83M +39,970 +761%
RB
495
Renasant Bank
Mississippi
$4.31M -$64.2K -670 -1%
WP
496
Wealthspan Partners
Iowa
$4.28M -$16.9K -176 -0.4%
BBHC
497
Brown Brothers Harriman & Co
New York
$4.28M +$16.4K +171 +0.4%
CAM
498
Carret Asset Management
New York
$4.26M +$224K +2,344 +6%
IA
499
IFG Advisory
Georgia
$4.14M -$185K -1,931 -4%
DWM
500
Dogwood Wealth Management
Kansas
$4.13M -$146K -1,525 -3%
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