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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 %
AFG
526
Argent Financial Group
Louisiana
$3.68M +$3.68M +38,450 New
BIP
527
Bouvel Investment Partners
Pennsylvania
$3.66M -$51.7K -540 -1%
MAV
528
Mason & Associates (Virginia)
Virginia
$3.65M -$117K -1,225 -3%
CC
529
Callan Capital
California
$3.64M -$21K -219 -0.6%
WFS
530
WealthGarden F.S.
California
$3.63M -$312K -3,256 -8%
FWA
531
FSC Wealth Advisors
New York
$3.62M +$3.62M +37,766 New
SC
532
Sierra Capital
Florida
$3.59M – – –
VAM
533
Verity Asset Management
North Carolina
$3.59M +$263K +2,750 +8%
DWP
534
Daymark Wealth Partners
Ohio
$3.58M +$38.8K +405 +1%
CCM
535
Colorado Capital Management
Colorado
$3.58M – – –
BCWM
536
Bartlett & Co Wealth Management
Ohio
$3.57M +$62K +647 +2%
SF
537
SWP Financial
California
$3.57M +$27.2K +284 +0.8%
CIC
538
Carnegie Investment Counsel
Ohio
$3.57M -$30.8K -322 -0.9%
SCA
539
Southern Capital Advisors
Tennessee
$3.55M +$120K +1,256 +4%
MCC
540
Money Concepts Capital
Florida
$3.53M +$961K +10,037 +37%
MAM
541
MMA Asset Management
Pennsylvania
$3.52M +$2.02M +26,870 +135%
FCI
542
Financial Counselors Inc
Kansas
$3.51M +$214K +2,232 +6%
GPWA
543
Great Point Wealth Advisors
Massachusetts
$3.49M – – –
LC
544
Lindbrook Capital
California
$3.48M +$25.6K +267 +0.7%
HIA
545
Harbor Investment Advisory
Maryland
$3.48M -$4.98K -52 -0.1%
IWM
546
IHT Wealth Management
Illinois
$3.46M -$466K -4,869 -12%
MWM
547
Maripau Wealth Management
Indiana
$3.45M -$353K -3,691 -9%
DPI
548
Diversified Portfolios Inc
Michigan
$3.44M -$1.92K -20 -0.1%
BCMLT
549
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.42M -$23.7K -247 -0.7%
SF
550
Synovus Financial
Georgia
$3.42M -$266K -2,779 -7%
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