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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
+$40.8M
3
PA
Parallel Advisors
California
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
5
SA
Sanctuary Advisors
Indiana
+$32.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$3.29B
2
Fidelity International
Fidelity International
Bermuda
-$380M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$340M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
551
Haverford Trust Company
Pennsylvania
$3.41M -$35.9K -375 -1%
AQR Capital Management
552
AQR Capital Management
Connecticut
$3.38M +$2.35M +24,527 +227%
PAA
553
Peregrine Asset Advisers
Oregon
$3.36M -$1.05K -11 -0%
VWM
554
Venturi Wealth Management
Texas
$3.36M -$102K -1,064 -3%
WA
555
WBH Advisory
Maryland
$3.35M -$153K -1,599 -4%
GCM
556
Gables Capital Management
Florida
$3.35M -$47.9K -500 -1%
RL
557
Rogco LP
Oklahoma
$3.35M -$130K -1,360 -4%
RWMG
558
Redwood Wealth Management Group
New Jersey
$3.35M -$65.9K -688 -2%
JSL
559
JT Stratford LLC
Georgia
$3.34M -$4.12K -43 -0.1%
FTUS
560
Flow Traders U.S.
New York
$3.34M +$2.98M +31,168 +831%
CIS
561
Custom Index Systems
New York
$3.34M -$1.03M -10,763 -24%
1CP
562
17 Capital Partners
Arizona
$3.34M +$75.3K +786 +2%
GG
563
GenWealth Group
New Jersey
$3.34M -$74.4K -777 -2%
HWM
564
Howard Wealth Management
Connecticut
$3.32M -$270K -2,820 -8%
KBFS
565
Kohmann Bosshard Financial Services
Ohio
$3.31M +$9.1K +95 +0.3%
TSWM
566
Tyler-Stone Wealth Management
Ohio
$3.29M +$1.62M +16,869 +97%
MPCG
567
Matrix Private Capital Group
New York
$3.26M -$19.2K -200 -0.6%
CC
568
Copperleaf Capital
North Carolina
$3.25M +$82.4K +861 +3%
HNB
569
Hilltop National Bank
Wyoming
$3.23M -$670 -7 -0%
SLT
570
St Louis Trust
Missouri
$3.21M – – –
NCM
571
Novare Capital Management
North Carolina
$3.2M +$232K +2,427 +8%
HCC
572
Hirtle Callaghan & Co
Pennsylvania
$3.2M +$192 +2 +0%
GC
573
Guidance Capital
Kentucky
$3.15M -$96.3K -988 -3%
BA
574
Bristlecone Advisors
Washington
$3.14M +$135K +1,405 +4%
DWA
575
Dorsey Wright & Associates
California
$3.13M -$198K -2,072 -6%
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