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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 %
CPIA
701
Cornell Pochily Investment Advisors
New York
$1.91M +$35.6K +372 +2%
MWM
702
Marietta Wealth Management
Georgia
$1.91M -$383 -4 -0%
WA
703
WESPAC Advisors
California
$1.9M -$126K -1,316 -6%
ITB
704
Idaho Trust Bank
Idaho
$1.9M -$205K -2,139 -10%
B
705
Bensler
Washington
$1.9M +$575 +6 +0%
LL
706
LPWM LLC
Minnesota
$1.88M -$262K -2,768 -12%
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$1.88M -$103K -1,080 -5%
FCAS
708
First Command Advisory Services
Texas
$1.84M +$32.5K +339 +2%
CWS
709
Confluence Wealth Services
Pennsylvania
$1.83M -$37.7K -394 -2%
KWS
710
Keystone Wealth Services
California
$1.82M +$275K +2,877 +18%
BHBT
711
Burke & Herbert Bank & Trust
Virginia
$1.82M -$20.1K -210 -1%
TFGT
712
TS Financial Group (TSFG)
Illinois
$1.82M -$31.6K -330 -2%
WH
713
Whitcomb & Hess
Ohio
$1.81M -$226K -2,361 -11%
AAP
714
Arax Advisory Partners
Colorado
$1.81M +$1.35M +14,119 +295%
HP
715
Holistic Planning
Texas
$1.8M +$571K +5,961 +46%
AIS
716
American Investment Services
Massachusetts
$1.79M -$7.09K -74 -0.4%
MWM
717
McNaughton Wealth Management
California
$1.78M +$118K +1,228 +7%
SDWMA
718
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.78M – – –
SFC
719
Sprinkle Financial Consultants
Colorado
$1.75M -$5.17K -54 -0.3%
PIA
720
Perennial Investment Advisors
California
$1.75M +$80.8K +844 +5%
FCA
721
Fortis Capital Advisors
Kansas
$1.75M +$42.9K +448 +3%
CAG
722
Crestwood Advisors Group
Massachusetts
$1.74M – – –
HPC
723
HM Payson & Co
Maine
$1.73M -$217K -2,266 -11%
ESB
724
Essex Savings Bank
Connecticut
$1.72M – – –
EWA
725
EverSource Wealth Advisors
Alabama
$1.71M -$544K -5,685 -24%
27 28
29
30 31