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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 %
TSS
851
Two Sigma Securities
New York
$1.34M +$19.8K +195 +2%
AFW
852
Avantra Family Wealth
Pennsylvania
$1.34M +$1.34M +13,173 New
BFM
853
Boston Financial Management
Massachusetts
$1.33M – – –
GSWM
854
Golden State Wealth Management
California
$1.33M +$1.33M +13,074 New
Empower Advisory Group
855
Empower Advisory Group
Colorado
$1.32M -$231K -2,280 -15%
AIA
856
Arcadia Investment Advisors
Idaho
$1.32M – – –
CWA
857
Crux Wealth Advisors
California
$1.32M +$1.32M +13,012 New
FA
858
Fountainhead AM
New Jersey
$1.32M -$28.4K -280 -2%
CWG
859
Cornerstone Wealth Group
North Carolina
$1.31M -$13.3K -131 -1%
MCA
860
Midwest Capital Advisors
Michigan
$1.31M +$1.31M +12,854 New
DC
861
Davenport & Co
Virginia
$1.3M +$109K +1,075 +9%
KIG
862
Kessler Investment Group
Indiana
$1.29M -$116K -1,143 -8%
RA
863
Riversedge Advisors
Delaware
$1.29M +$1.52K +15 +0.1%
EWM
864
Empirical Wealth Management
Washington
$1.29M +$329K +3,240 +34%
CC
865
Cadinha & Co
Hawaii
$1.29M +$3.55K +35 +0.3%
OFP
866
OFC Financial Planning
New Jersey
$1.28M +$1.28M +12,604 New
SNWA
867
Siligmueller & Norvid Wealth Advisors
Illinois
$1.27M +$1.27M +12,534 New
1SB
868
1ST Source Bank
Indiana
$1.27M -$3.45K -34 -0.3%
CFG
869
Clayton Financial Group
Missouri
$1.27M +$102 +1 +0%
NEPWA
870
New England Private Wealth Advisors
Massachusetts
$1.26M -$201K -1,975 -14%
TF
871
Tompkins Financial
New York
$1.26M +$298K +2,936 +31%
MA
872
MKT Advisors
California
$1.25M -$10.4K -100 -0.8%
CFO
873
CVA Family Office
Colorado
$1.25M – – –
AWM
874
Able Wealth Management
New Jersey
$1.25M -$106K -1,040 -8%
LA
875
Latitude Advisors
Florida
$1.25M +$478K +4,712 +62%
33 34
35
36 37