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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 %
CA
501
Capital Advantage
California
$4.11M +$1.12M +11,702 +38%
MFC
502
Morris Financial Concepts
South Carolina
$4.1M +$271K +2,833 +7%
Qube Research & Technologies (QRT)
503
Qube Research & Technologies (QRT)
United Kingdom
$4.06M +$1.12M +11,705 +38%
KAS
504
KPP Advisory Services
Kentucky
$4.05M -$565K -5,900 -12%
CAM
505
Concorde Asset Management
Michigan
$4.04M +$416K +4,349 +12%
WT
506
Whittier Trust
California
$4.02M – – –
ANTB
507
AMG National Trust Bank
Colorado
$4M -$96.7K -1,010 -2%
SIA
508
SGL Investment Advisors
Montana
$4M +$4M +39,819 New
SI
509
Stephens Inc
Arkansas
$3.99M -$138K -1,446 -3%
Vontobel Holding
510
Vontobel Holding
Switzerland
$3.99M -$209K -2,179 -5%
RFA
511
RTD Financial Advisors
Pennsylvania
$3.98M -$330K -3,445 -8%
SCI
512
S&CO Inc
Massachusetts
$3.94M – – –
PAG
513
Private Advisory Group
Washington
$3.93M -$22.2K -232 -0.6%
SFS
514
Sowell Financial Services
Arkansas
$3.87M -$343K -3,585 -8%
HCM
515
Hudson Capital Management
New Jersey
$3.85M +$960K +10,029 +33%
ST
516
Smithfield Trust
Pennsylvania
$3.83M – – –
PFS
517
Prospera Financial Services
Texas
$3.83M +$441K +4,605 +13%
OCM
518
Objective Capital Management
Ohio
$3.8M +$3.8M +39,701 New
TI
519
Truepoint Inc
Ohio
$3.78M -$42.8K -447 -1%
PFA
520
Pinnacle Family Advisors
Missouri
$3.77M +$3.32M +34,680 +739%
BIG
521
Bush Investment Group
Georgia
$3.76M +$119K +1,239 +3%
MWM
522
Mission Wealth Management
California
$3.75M +$10.5K +110 +0.3%
GPW
523
Gray Private Wealth
Massachusetts
$3.75M -$85.5K -893 -2%
HWA
524
Hilltop Wealth Advisors
North Carolina
$3.69M -$221K -2,304 -6%
Kovitz Investment Group Partners
525
Kovitz Investment Group Partners
Illinois
$3.68M +$157K +24,822 +4%
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