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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 %
FFM
701
Forum Financial Management
Illinois
$2.22M -$22.4K -221 -1%
CAG
702
Curtis Advisory Group
California
$2.19M +$65.5K +645 +3%
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$188K +1,851 +9%
SP
704
Stablepoint Partners
Massachusetts
$2.18M -$22.3K -220 -1%
PFG
705
Pinnacle Financial Group
Illinois
$2.17M +$16.2K +160 +0.8%
HKIMG
706
Hutchens & Kramer Investment Management Group
Indiana
$2.17M -$45K -443 -2%
USCWA
707
U.S. Capital Wealth Advisors
Texas
$2.16M -$30.7K -302 -1%
CFO
708
Custos Family Office
Texas
$2.15M -$25.7K -253 -1%
HIS
709
Harvest Investment Services
Illinois
$2.14M -$161K -1,581 -7%
PA
710
Procyon Advisors
Connecticut
$2.14M -$47.5K -468 -2%
RF
711
RHS Financial
California
$2.13M +$386K +3,803 +22%
KFAA
712
Klaas Financial Asset Advisors
Illinois
$2.11M -$97.2K -957 -4%
WA
713
WESPAC Advisors
California
$2.09M +$74.1K +730 +4%
MGWM
714
Marks Group Wealth Management
Minnesota
$2.08M +$5.58K +55 +0.3%
RCM
715
Raleigh Capital Management
North Carolina
$2.08M -$80.5K -793 -4%
BFA
716
Beacon Financial Advisory
Ohio
$2.07M +$264K +2,605 +15%
KWM
717
Kaydan Wealth Management
Michigan
$2.06M +$5.18K +51 +0.3%
WP
718
WMS Partners
Maryland
$2.06M -$67.9K -669 -3%
BWP
719
Bernardo Wealth Planning
Pennsylvania
$2.06M -$493K -4,876 -19%
HFS
720
Hopwood Financial Services
Virginia
$2.06M +$2.06M +20,263 New
AWP
721
Axis Wealth Partners
Rhode Island
$2.06M +$2.06M +20,251 New
ISFAN
722
Investor's Fiduciary Advisor Network
Washington
$2.05M +$2.05M +20,208 New
HCP
723
Holt Capital Partners
Texas
$2.05M – – –
CWM
724
Cornerstone Wealth Management
Missouri
$2.03M -$71.6K -705 -3%
MWM
725
Maripau Wealth Management
Indiana
$2.03M -$1.62M -15,951 -44%
27 28
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