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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 %
MA
576
MBA Advisors
Pennsylvania
$3.13M -$51.5K -538 -2%
SIA
577
Sage Investment Advisers
New York
$3.11M -$57.7K -603 -2%
RAS
578
RPS Advisory Solutions
Kentucky
$3.11M +$1.56M +16,321 +101%
MG
579
Mather Group
Illinois
$3.08M +$764K +7,982 +33%
VFA
580
Valeo Financial Advisors
Indiana
$3.06M +$41.9K +438 +1%
National Bank of Canada
581
National Bank of Canada
Quebec, Canada
$3.06M -$35.2K -368 -1%
ICP
582
Interchange Capital Partners
Pennsylvania
$3.06M -$201K -2,100 -6%
CFD
583
Creative Financial Designs
Indiana
$3.04M +$789K +8,235 +35%
PCA
584
Pallas Capital Advisors
Massachusetts
$3.02M -$72.7K -749 -2%
RIM
585
Redwood Investment Management
Arizona
$3.02M -$253K -2,634 -8%
PF
586
Prosperitas Financial
California
$3.01M +$335K +3,503 +13%
GT
587
Glenview Trust
Kentucky
$3.01M +$707K +7,380 +31%
MFG
588
Magnus Financial Group
New York
$3.01M +$149K +1,551 +5%
OFG
589
Oxford Financial Group
Indiana
$2.99M – – –
CRI
590
Commonwealth Retirement Investments
Virginia
$2.98M +$87.7K +916 +3%
RFP
591
RCS Financial Planning
Maryland
$2.98M -$179K -1,869 -6%
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$2.98M +$239K +2,501 +9%
SPC
593
Spirepoint Private Client
Florida
$2.97M – – –
RRA
594
Round Rock Advisors
Connecticut
$2.95M -$81K -846 -3%
IAN
595
Integrated Advisors Network
Texas
$2.94M +$2.14M +22,344 +267%
FWM
596
Fonville Wealth Management
Virginia
$2.92M +$253K +2,640 +9%
SWM
597
StoneCrest Wealth Management
Arizona
$2.92M -$59.8K -625 -2%
CF
598
Corrigan Financial
Rhode Island
$2.91M -$34.5K -360 -1%
KFA
599
Kapstone Financial Advisors
Ohio
$2.91M +$92.7K +973 +3%
EL
600
EQ LLC
Washington
$2.89M +$1.01M +10,543 +54%
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