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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 %
PCA
601
Pallas Capital Advisors
Massachusetts
$3.16M -$5.89K -58 -0.2%
SPC
602
Spirepoint Private Client
Florida
$3.15M – – –
RL
603
Rogco LP
Oklahoma
$3.14M -$412K -4,057 -12%
TF
604
TME Financial
California
$3.14M +$3.14M +32,748 New
RRA
605
Round Rock Advisors
Connecticut
$3.13M +$2.34K +23 +0.1%
CFD
606
Creative Financial Designs
Indiana
$3.11M -$113K -1,114 -4%
First Trust Advisors
607
First Trust Advisors
Illinois
$3.09M +$662K +6,524 +27%
CF
608
Corrigan Financial
Rhode Island
$3.08M -$7.41K -73 -0.2%
SIS
609
Sound Income Strategies
Florida
$3.08M +$343K +3,379 +13%
ICP
610
Interchange Capital Partners
Pennsylvania
$3.06M -$179K -1,765 -6%
SAW
611
Signal Advisors Wealth
Michigan
$3.06M -$1.73M -17,038 -36%
RWS
612
Retirement Wealth Solutions
Wisconsin
$3.05M +$3.05M +30,199 New
EFS
613
Essex Financial Services
Connecticut
$3.05M +$373K +3,670 +14%
CSP
614
Cary Street Partners
Virginia
$3.03M +$3.03M +29,886 New
EL
615
EQ LLC
Washington
$3.03M -$33.5K -330 -1%
Renaissance Technologies
616
Renaissance Technologies
New York
$3M +$3M +29,500 New
TCWA
617
Turtle Creek Wealth Advisors
Texas
$2.99M +$220K +2,170 +8%
MGIA
618
Matthew Goff Investment Advisor
Texas
$2.99M +$102 +1 +0%
KBFS
619
Kohmann Bosshard Financial Services
Ohio
$2.96M -$548K -5,400 -16%
FWA
620
Flagship Wealth Advisors
Massachusetts
$2.94M +$2.94M +28,974 New
BWM
621
Baron Wealth Management
Michigan
$2.94M +$3.66K +36 +0.1%
AWA
622
Arete Wealth Advisors
Illinois
$2.94M +$766K +7,530 +35%
VWM
623
Venturi Wealth Management
Texas
$2.93M -$629K -6,200 -18%
PWM
624
Power Wealth Management
Georgia
$2.93M -$60K -591 -2%
CB
625
Cadence Bank
Mississippi
$2.9M -$4.57K -45 -0.2%
23 24
25
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