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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 %
SW
801
SlateStone Wealth
Florida
$1.58M -$67K -660 -4%
LA
802
Legacy Advisors
Pennsylvania
$1.58M – – –
RW
803
REDW Wealth
New Mexico
$1.58M – – –
S
804
SignatureFD
Georgia
$1.56M +$90.7K +893 +6%
AEPWM
805
Atlantic Edge Private Wealth Management
Florida
$1.56M – – –
FA
806
Fiducient Advisors
Illinois
$1.55M -$35.2K -347 -2%
CA
807
Cornerstone Advisory
Maryland
$1.54M +$1.28K +12 +0.1%
WCM
808
WealthTrak Capital Management
Virginia
$1.53M +$1.53M +15,097 New
IWA
809
Inspirion Wealth Advisors
Illinois
$1.53M -$1.84K -18 -0.1%
CAM
810
Clarity Asset Management
Iowa
$1.53M -$37.2K -366 -2%
RFA
811
Resurgent Financial Advisors
Georgia
$1.52M -$150K -1,476 -9%
ES
812
Eagle Strategies
New York
$1.52M -$914 -9 -0.1%
IIC
813
Integrated Investment Consultants
Michigan
$1.52M +$41.7K +411 +3%
CRFG
814
Columbia River Financial Group
Washington
$1.52M +$1.52M +14,922 New
HCMG
815
Howard Capital Management Group
California
$1.51M – – –
TPBG
816
Turning Point Benefit Group
Maryland
$1.5M +$1.5M +14,922 New
WP
817
Westmount Partners
California
$1.5M -$9.34K -92 -0.6%
RWP
818
RWA Wealth Partners
Massachusetts
$1.49M -$202K -1,985 -12%
CCG
819
Catalina Capital Group
California
$1.49M -$43.3K -426 -3%
PWM
820
Partners Wealth Management
California
$1.48M +$1.48M +14,586 New
PIM
821
Progressive Investment Management
Oregon
$1.46M – – –
JFG
822
JMG Financial Group
Illinois
$1.46M +$6.7K +66 +0.5%
FA
823
Fedenia Advisers
Wisconsin
$1.46M +$1.46M +14,371 New
MOS
824
MGO One Seven
Ohio
$1.44M -$317K -3,122 -18%
GAM
825
Gemmer Asset Management
California
$1.43M +$91.2K +898 +7%
31 32
33
34 35