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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,847 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
1,847
Holders Change
+158
Holders Change %
+9.35%
% of All Funds
24.58%
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 %
HIM
676
Hanlon Investment Management
New Jersey
$2.39M -$383K -3,774 -14%
SIA
677
Schechter Investment Advisors
Michigan
$2.38M – – –
BP
678
Ballentine Partners
Massachusetts
$2.37M +$12K +118 +0.5%
BCG
679
Breakwater Capital Group
New Jersey
$2.37M -$158K -1,552 -6%
ACM
680
Advisors Capital Management
New Jersey
$2.36M +$846K +8,329 +56%
FPW
681
Fairvoy Private Wealth
Alabama
$2.36M +$2.36M +23,217 New
AIS
682
American Investment Services
Massachusetts
$2.36M +$455K +4,486 +24%
LF
683
Lighthouse Financial
Florida
$2.35M +$2.35M +23,106 New
PCA
684
Prosperity Capital Advisors
Ohio
$2.34M +$168K +1,657 +8%
OCM
685
Objective Capital Management
Ohio
$2.34M -$1.69M -16,644 -42%
CWM
686
CCG Wealth Management
California
$2.31M -$3.45K -34 -0.1%
AA
687
Alesco Advisors
New York
$2.31M – – –
O3W
688
Omni 360 Wealth
New Jersey
$2.3M +$223K +2,195 +11%
CPA
689
Capital Performance Advisors
California
$2.29M – – –
MA
690
MBA Advisors
Pennsylvania
$2.29M -$1.03M -10,124 -31%
Bessemer Group
691
Bessemer Group
New Jersey
$2.29M – – –
PCH
692
PGIM Custom Harvest
New Jersey
$2.29M +$69.9K +688 +3%
AF
693
Alerus Financial
North Dakota
$2.28M – – –
HSA
694
HBK Sorce Advisory
Pennsylvania
$2.27M -$69.6K -686 -3%
CCA
695
Coign Capital Advisors
Utah
$2.26M +$2.26M +22,304 New
EE
696
EWG Elevate
California
$2.25M +$472K +4,653 +27%
BWP
697
Balboa Wealth Partners
Arizona
$2.25M +$746K +7,344 +50%
OA
698
Operose Advisors
Wisconsin
$2.24M +$107K +1,055 +5%
CWC
699
Carolinas Wealth Consulting
North Carolina
$2.23M +$2.34K +23 +0.1%
5W
700
5T Wealth
California
$2.22M +$2.22M +21,832 New
26 27
28
29 30