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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,846 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, 688 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,846
Holders Change
+158
Holders Change %
+9.36%
% of All Funds
24.57%
Holding in Top 10
210
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.51%
% of All Funds
2.8%
New
251
Increased
568
Reduced
688
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$309M
2
LPL Financial
LPL Financial
California
+$229M
3
Lido Advisors
Lido Advisors
California
+$105M
4
Wells Fargo
Wells Fargo
California
+$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$77.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$248M
2
HNB
Huntington National Bank
Ohio
-$245M
3
US Bancorp
US Bancorp
Minnesota
-$183M
4
IAIM
International Assets Investment Management
Florida
-$159M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBG
501
United Bank (Georgia)
Georgia
$4.68M -$102K -1,006 -2%
ONB
502
Old National Bancorp
Indiana
$4.67M -$354K -3,489 -7%
VWM
503
Valley Wealth Managers
New Jersey
$4.63M -$367K -3,615 -7%
NAG
504
Northstar Advisory Group
New Jersey
$4.59M -$1.35M -13,314 -23%
SFS
505
Sowell Financial Services
Arkansas
$4.58M +$481K +4,738 +12%
SW
506
SoFi Wealth
California
$4.57M +$4.57M +45,034 New
BJL
507
Brighton Jones LLC
Washington
$4.57M -$220K -2,169 -5%
AWE
508
Avidian Wealth Enterprises
Texas
$4.57M -$120K -1,184 -3%
CAM
509
Carret Asset Management
New York
$4.56M +$43.6K +429 +1%
EPW
510
Endeavor Private Wealth
Kansas
$4.56M +$4.56M +44,902 New
WAG
511
Winthrop Advisory Group
Massachusetts
$4.53M +$4.53M +44,618 New
CI
512
Conning Inc
Connecticut
$4.51M -$994K -9,789 -18%
WP
513
Wealthspan Partners
Iowa
$4.49M -$54.6K -538 -1%
PFS
514
Prospera Financial Services
Texas
$4.47M +$411K +4,043 +10%
EB
515
Eastern Bank
Massachusetts
$4.46M -$133K -1,314 -3%
Vontobel Holding
516
Vontobel Holding
Switzerland
$4.4M +$168K +1,650 +4%
APCM
517
Alaska Permanent Capital Management
Alaska
$4.38M +$1.5M +14,769 +52%
MFC
518
Morris Financial Concepts
South Carolina
$4.32M -$29.4K -290 -0.7%
RB
519
Renasant Bank
Mississippi
$4.31M -$265K -2,614 -6%
SI
520
Stephens Inc
Arkansas
$4.22M -$14.1K -139 -0.3%
MWM
521
Mission Wealth Management
California
$4.21M +$228K +2,246 +6%
PAG
522
Private Advisory Group
Washington
$4.16M -$6.6K -65 -0.2%
ANTB
523
AMG National Trust Bank
Colorado
$4.15M -$95.6K -941 -2%
BIG
524
Bush Investment Group
Georgia
$4.13M +$144K +1,414 +4%
IWM
525
IHT Wealth Management
Illinois
$4.12M +$452K +4,449 +12%
19 20
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