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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 %
TW
876
TritonPoint Wealth
Maryland
$1.06M – – –
FNBSF
877
First National Bank Sioux Falls
South Dakota
$1.05M -$1.61M -16,797 -60%
SIAM
878
Sterling Investment Advisors (Missouri)
Missouri
$1.05M -$105K -1,093 -9%
PFBT
879
Parkside Financial Bank & Trust
Missouri
$1.05M -$89K -929 -8%
SXL
880
Summit X LLC
Missouri
$1.05M -$117K -1,259 -10%
ACP
881
Aveo Capital Partners
Colorado
$1.05M -$30.5K -319 -3%
AWM
882
Axxcess Wealth Management
California
$1.05M +$223K +2,325 +27%
MMPW
883
Mitchell McLeod Pugh & Williams
Alabama
$1.05M -$119K -1,248 -10%
HNWA
884
Henrickson Nauta Wealth Advisors
Michigan
$1.04M -$289K -3,016 -22%
4WM
885
49 Wealth Management
Texas
$1.04M +$259K +2,701 +33%
OAM
886
Oppenheimer Asset Management
New York
$1.04M -$41.9K -438 -4%
GM
887
GeoWealth Management
Illinois
$1.04M -$19.1K -199 -2%
TFG
888
Taylor Financial Group
Virginia
$1.04M – – –
NWAG
889
Net Worth Advisory Group
Utah
$1.03M +$1.03M +10,759 New
UWPG
890
Ullmann Wealth Partners Group
Florida
$1.03M +$611K +6,380 +146%
HCM
891
Hollencrest Capital Management
California
$1.02M – – –
KA
892
Kovack Advisors
Florida
$1.02M +$606K +6,325 +147%
SWM
893
Stockman Wealth Management
Montana
$1M – – –
PSF
894
Pacific Sun Financial
California
$988K – – –
LWA
895
Lantern Wealth Advisors
New York
$986K +$341K +3,564 +53%
RIL
896
Rothschild Investment LLC
Illinois
$986K -$372K -3,889 -27%
IA
897
IFG Advisors
Missouri
$986K +$26.1K +273 +3%
WPC
898
Wedmont Private Capital
Pennsylvania
$985K +$7.95K +84 +0.8%
PR
899
Payden & Rygel
California
$984K +$857K +89,495 +673%
PWMG
900
Private Wealth Management Group
New Jersey
$983K – – –
34 35
36
37 38