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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,689 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
1,689
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.43%
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 %
EK
651
Evensky & Katz
Florida
$2.28M -$8.23K -86 -0.4%
MWA
652
Meridian Wealth Advisors
Texas
$2.28M +$3.16K +33 +0.1%
LA
653
Lane & Associates
New Jersey
$2.27M +$12.4K +130 +0.6%
GF
654
Gries Financial
Ohio
$2.25M -$884K -9,231 -28%
SIA
655
Schechter Investment Advisors
Michigan
$2.24M – – –
BP
656
Ballentine Partners
Massachusetts
$2.22M +$111K +1,164 +5%
HSA
657
HBK Sorce Advisory
Pennsylvania
$2.21M +$766 +8 +0%
CWM
658
CCG Wealth Management
California
$2.18M -$15.7K -164 -0.7%
AA
659
Alesco Advisors
New York
$2.18M – – –
HIS
660
Harvest Investment Services
Illinois
$2.17M -$241K -2,519 -10%
CPA
661
Capital Performance Advisors
California
$2.16M -$49.7K -519 -2%
Bessemer Group
662
Bessemer Group
New Jersey
$2.16M – – –
QCG
663
Quadrant Capital Group
Ohio
$2.15M – – –
AF
664
Alerus Financial
North Dakota
$2.15M – – –
FFM
665
Forum Financial Management
Illinois
$2.11M -$6.03K -63 -0.3%
CWC
666
Carolinas Wealth Consulting
North Carolina
$2.1M +$52.4K +547 +3%
PCH
667
PGIM Custom Harvest
New Jersey
$2.09M -$168K -1,752 -7%
IWM
668
Iams Wealth Management
Nebraska
$2.08M +$319K +3,327 +18%
SCM
669
Saxony Capital Management
Missouri
$2.08M +$340K +3,548 +19%
KFAA
670
Klaas Financial Asset Advisors
Illinois
$2.08M -$151K -1,572 -7%
SP
671
Stablepoint Partners
Massachusetts
$2.07M -$89.4K -934 -4%
WIM
672
WealthPlan Investment Management
Nebraska
$2.07M +$1.76M +18,359 +564%
USCWA
673
U.S. Capital Wealth Advisors
Texas
$2.07M -$291K -3,041 -12%
PA
674
Procyon Advisors
Connecticut
$2.06M -$8.14K -85 -0.4%
HKIMG
675
Hutchens & Kramer Investment Management Group
Indiana
$2.06M +$357K +3,785 +21%
25 26
27
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