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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 %
KIG
801
Kessler Investment Group
Indiana
$1.33M -$170K -1,776 -11%
SFP
802
Sandbox Financial Partners
Maryland
$1.33M -$3.35K -35 -0.3%
BBWP
803
Beacon Bridge Wealth Partners
Pennsylvania
$1.33M -$20.3K -212 -2%
MCM
804
McDonough Capital Management
Florida
$1.33M – – –
FA
805
Fermata Advisors
California
$1.32M +$14.7K +153 +1%
KCM
806
Kennicott Capital Management
California
$1.32M – – –
PCS
807
Personal CFO Solutions
New Jersey
$1.31M +$70.6K +737 +6%
BTWM
808
Brass Tax Wealth Management
Ohio
$1.31M +$4.02K +42 +0.3%
Deutsche Bank
809
Deutsche Bank
Germany
$1.31M -$18K -188 -1%
ECA
810
Elevated Capital Advisors
Utah
$1.31M +$1.31M +13,655 New
9WM
811
9258 Wealth Management
Ohio
$1.31M -$157K -1,638 -11%
RIG
812
RiverFront Investment Group
Virginia
$1.3M +$14.5K +151 +1%
WEG
813
World Equity Group
Illinois
$1.3M +$582K +6,075 +81%
CPIG
814
Chicago Partners Investment Group
Illinois
$1.3M +$59.8K +620 +5%
SCM
815
SOL Capital Management
Maryland
$1.29M -$2.39K -25 -0.2%
BOH
816
Bank of Hawaii
Hawaii
$1.28M -$28.7K -300 -2%
SFS
817
Summit Financial Strategies
Ohio
$1.28M – – –
AWM
818
Able Wealth Management
New Jersey
$1.28M -$3.83K -40 -0.3%
VC
819
Veracity Capital
Georgia
$1.28M -$27K -282 -2%
QCM
820
QRG Capital Management
Illinois
$1.28M +$392K +4,099 +44%
CIR
821
Clear Investment Research
Georgia
$1.27M +$51.9K +542 +4%
FA
822
Fountainhead AM
New Jersey
$1.27M +$5.84K +61 +0.5%
PIA
823
Pinion Investment Advisors
Kansas
$1.27M +$946K +9,884 +291%
OSAM
824
O'Shaughnessy Asset Management
Connecticut
$1.27M +$221K +2,255 +21%
CFG
825
Cooper Financial Group
California
$1.27M +$695K +7,256 +121%
31 32
33
34 35