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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 %
BFA
726
Beacon Financial Advisory
Ohio
$1.71M -$147K -1,533 -8%
FNBTCON
727
First National Bank & Trust Co of Newtown
Pennsylvania
$1.71M +$11K +115 +0.6%
APC
728
Aspire Private Capital
North Carolina
$1.69M +$17.2K +180 +1%
EE
729
EWG Elevate
California
$1.68M -$3.56M -37,204 -68%
MWA
730
Merkkuri Wealth Advisors
New York
$1.67M +$318K +3,321 +23%
SPWG
731
Syntegra Private Wealth Group
Missouri
$1.67M -$102K -1,069 -6%
BA
732
Bellwether Advisors
Nebraska
$1.67M +$42.2K +441 +3%
MSWMA
733
Market Street Wealth Management Advisors
Indiana
$1.66M – – –
ACM
734
Absolute Capital Management
Pennsylvania
$1.66M -$158K -1,652 -9%
MOS
735
MGO One Seven
Ohio
$1.65M +$135K +1,412 +9%
RF
736
RHS Financial
California
$1.64M -$32.6K -340 -2%
Vanguard Group
737
Vanguard Group
Pennsylvania
$1.64M +$198K +2,071 +14%
AC
738
AWM Capital
Arizona
$1.64M – – –
PPW
739
PACK Private Wealth
Minnesota
$1.63M -$6.51K -68 -0.4%
NWA
740
Navis Wealth Advisors
New York
$1.63M +$2.39K +25 +0.1%
SA
741
SpiderRock Advisors
Delaware
$1.62M +$145K +1,513 +10%
NW
742
NewEdge Wealth
Pennsylvania
$1.62M +$478K +4,995 +42%
AWM
743
Aspire Wealth Management
Massachusetts
$1.62M -$69.5K -726 -4%
AWA
744
Alta Wealth Advisors
Massachusetts
$1.61M +$7.18K +75 +0.4%
BFS
745
Bradley Foster & Sargent
Connecticut
$1.61M -$68.7K -717 -4%
FLPIM
746
F.L. Putnam Investment Management
Massachusetts
$1.6M +$45.8K +478 +3%
EPP
747
ETF Portfolio Partners
Kansas
$1.6M -$1.48M -15,480 -48%
NLP
748
Next Level Private
New York
$1.6M +$2.39K +25 +0.2%
RWP
749
RWA Wealth Partners
Massachusetts
$1.6M +$169K +1,763 +12%
FA
750
Fiduciary Alliance
South Carolina
$1.59M -$16.9K -176 -1%
28 29
30
31 32