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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,845 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, 687 reducing their positions, and 58 closing their positions.

Holders
1,845
Holders Change
+157
Holders Change %
+9.3%
% of All Funds
24.57%
Holding in Top 10
209
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.97%
% of All Funds
2.78%
New
251
Increased
568
Reduced
687
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$457M
2
Fidelity International
2
Fidelity International
Bermuda
$309M
3
LPL Financial
3
LPL Financial
California
$1.82B
4
Lido Advisors
4
Lido Advisors
California
$318M
5
Wells Fargo
5
Wells Fargo
California
$1.69B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$598M
2
US Bancorp
2
US Bancorp
Minnesota
$168M
3
IAIM
3
International Assets Investment Management
Florida
$1.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.64B
Name Market Value Shares Shares
Change 		Shares
Change %
CC
51
Courier Capital
New York
$104M 1,028,505 -11,655 -1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$104M 1,025,189 +29,543 +3%
Comerica Bank
53
Comerica Bank
Texas
$100M 989,191 -33,616 -3%
LI
54
LVZ Inc
Michigan
$96.1M 946,392 -6,947 -0.7%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$93.4M 919,993 +445,310 +94%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$92.9M 914,992 -57,837 -6%
AAS
57
Avantax Advisory Services
Texas
$91.6M 902,386 +106,458 +13%
MWM
58
Modern Wealth Management
Kansas
$89M 876,220 +67,728 +8%
UFF
59
USA Financial Formulas
Michigan
$84M 827,204 -10,885 -1%
KeyBank National Association
60
KeyBank National Association
Ohio
$79.6M 784,449 -26,325 -3%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$78.3M 770,939 -46,656 -6%
AWM
62
AE Wealth Management
Kansas
$77M 758,448 -40,047 -5%
MWM
63
Modera Wealth Management
New Jersey
$76.6M 754,241 -7,814 -1%
PWM
64
Praetorian Wealth Management
California
$75.6M 744,601 -5,435 -0.7%
Northern Trust
65
Northern Trust
Illinois
$74.4M 732,661 +10,547 +1%
AWMS
66
Advocacy Wealth Management Services
Georgia
$73M 719,242 +33,335 +5%
AWS
67
Atria Wealth Solutions
New York
$72M 709,612 -24,694 -3%
SL
68
Salomon & Ludwin
Virginia
$71.9M 707,791 -53,685 -7%
VA
69
Valmark Advisers
Ohio
$70.6M 695,288 -24,736 -3%
KAS
70
Kestra Advisory Services
Texas
$66.8M 658,404 +60,387 +10%
PW
71
Peninsula Wealth
California
$65.9M 649,125 +24,405 +4%
SIA
72
Stegner Investment Associates
Kentucky
$64.1M 631,174 -9,534 -1%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$61.5M 605,841 +84,208 +16%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$60.7M 597,896 -21,486 -3%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$60.6M 596,523 +58,733 +11%
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