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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 %
GAM
826
Gemmer Asset Management
California
$1.27M +$340K +3,549 +37%
HCMT
827
Highland Capital Management (Tennessee)
Tennessee
$1.26M +$268K +2,803 +27%
WTB
828
Washington Trust Bank
Washington
$1.26M +$685K +7,152 +118%
BFM
829
Boston Financial Management
Massachusetts
$1.25M -$14.4K -150 -1%
CWG
830
Cornerstone Wealth Group
North Carolina
$1.25M +$18.3K +191 +1%
AIA
831
Arcadia Investment Advisors
Idaho
$1.25M – – –
FCB
832
First County Bank
Connecticut
$1.25M -$12K -125 -1%
SVWAG
833
Sound View Wealth Advisors Group
Georgia
$1.25M +$144K +1,500 +13%
LC
834
LTG Capital
Massachusetts
$1.24M -$51K -533 -4%
TSS
835
Two Sigma Securities
New York
$1.24M +$1.03M +10,718 +474%
FDCDDQ
836
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M +$59.4K +620 +5%
SWM
837
SK Wealth Management
Rhode Island
$1.22M +$1.22M +11,826 New
USB
838
Union Savings Bank
Connecticut
$1.22M -$6.13K -64 -0.5%
RA
839
Riversedge Advisors
Delaware
$1.22M +$957 +10 +0.1%
AIA
840
Accelerate Investment Advisors
California
$1.21M +$1.21M +12,679 New
CC
841
Cadinha & Co
Hawaii
$1.21M -$152K -1,587 -11%
SFA
842
Semmax Financial Advisors
North Carolina
$1.21M +$8.39K +83 +0.7%
1SB
843
1ST Source Bank
Indiana
$1.2M -$38.9K -406 -3%
CFG
844
Clayton Financial Group
Missouri
$1.2M -$2.11K -22 -0.2%
SWM
845
Sendero Wealth Management
Texas
$1.18M – – –
CFO
846
CVA Family Office
Colorado
$1.18M – – –
EA
847
Enclave Advisors
Texas
$1.17M +$1.17M +12,216 New
WA
848
Wealthstream Advisors
New York
$1.16M – – –
CA
849
Claro Advisors
Massachusetts
$1.16M -$145K -1,519 -11%
MBI
850
May Barnhard Investments
Maryland
$1.15M +$1.05K +11 +0.1%
32 33
34
35 36