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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 %
PWM
601
Power Wealth Management
Georgia
$2.82M -$71K -741 -2%
MGIA
602
Matthew Goff Investment Advisor
Texas
$2.82M -$1.05K -11 -0%
CWA
603
Clearview Wealth Advisors
Oregon
$2.81M +$962K +10,048 +52%
FA
604
Faithward Advisors
Pennsylvania
$2.77M +$57.4K +599 +2%
BWM
605
Baron Wealth Management
Michigan
$2.77M -$23.2K -242 -0.8%
MWM
606
Mattern Wealth Management
Kansas
$2.76M -$101K -1,055 -4%
FW
607
FullCircle Wealth
Texas
$2.75M -$34.6K -354 -1%
CB
608
Cadence Bank
Mississippi
$2.74M +$2.74M +28,612 New
FPAS
609
Focus Partners Advisor Solutions
Missouri
$2.74M +$204K +2,127 +8%
APCM
610
Alaska Permanent Capital Management
Alaska
$2.72M +$2.72M +28,429 New
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
$2.72M +$8.91K +93 +0.3%
AB
612
Atlas Brown
Kentucky
$2.69M -$637K -6,657 -19%
AWM
613
Alterna Wealth Management
Texas
$2.69M -$453K -4,732 -14%
SWA
614
Strategies Wealth Advisors
Michigan
$2.69M -$133K -1,390 -5%
EAM
615
Evanson Asset Management
California
$2.68M +$96 +1 +0%
PTC
616
Private Trust Company
Ohio
$2.67M -$70.3K -734 -3%
RhumbLine Advisers
617
RhumbLine Advisers
Massachusetts
$2.67M – – –
HIM
618
Hanlon Investment Management
New Jersey
$2.61M -$153K -1,595 -6%
TCWA
619
Turtle Creek Wealth Advisors
Texas
$2.61M -$70.7K -738 -3%
CAC
620
Certified Advisory Corp
Florida
$2.61M -$8.33K -87 -0.3%
WWC
621
Waypoint Wealth Counsel
Georgia
$2.6M +$7.95K +83 +0.3%
RPC
622
Rossmore Private Capital
Connecticut
$2.6M – – –
IFWM
623
Institute for Wealth Management
Colorado
$2.59M +$76K +794 +3%
EFS
624
Essex Financial Services
Connecticut
$2.59M -$475K -4,842 -16%
SIS
625
Sound Income Strategies
Florida
$2.58M +$54.5K +569 +2%
23 24
25
26 27