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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 %
PWA
901
Provenance Wealth Advisors
Florida
$982K -$766 -8 -0.1%
LWCFA
902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$977K -$63.1K -650 -6%
MA
903
MONECO Advisors
Connecticut
$975K -$13.4K -140 -1%
OMC
904
Old Mission Capital
Illinois
$973K +$973K +10,158 New
CCWM
905
Cassaday & Co Wealth Management
Virginia
$971K -$3.54K -37 -0.4%
GPFA
906
Game Plan Financial Advisors
Ohio
$971K -$57.5K -600 -6%
TPW
907
TL Private Wealth
Texas
$968K +$1.42K +15 +0.1%
PCI
908
Planning Center Inc
Illinois
$961K – – –
AWM
909
Aprio Wealth Management
Georgia
$960K – – –
SNB
910
Security National Bank
Nebraska
$960K – – –
SMA
911
Sage Mountain Advisors
Georgia
$958K +$368K +3,841 +62%
RSA
912
River Street Advisors
Illinois
$956K +$142K +1,483 +17%
CPA
913
Capital Planning Advisors
California
$953K – – –
DCM
914
Dimension Capital Management
Florida
$952K -$25.4K -265 -3%
LTI
915
Laffer Tengler Investments
Tennessee
$951K – – –
LWM
916
Lakeridge Wealth Management
Ohio
$951K +$4.5K +47 +0.5%
SWP
917
Semus Wealth Partners
Florida
$951K +$195K +2,033 +26%
LA
918
LexAurum Advisors
Kansas
$948K +$85.5K +893 +10%
LWM
919
LongView Wealth Management
Georgia
$942K -$3.73K -39 -0.4%
CCMG
920
Clark Capital Management Group
Pennsylvania
$941K +$727K +7,589 +339%
SYBT
921
Stock Yards Bank & Trust
Kentucky
$937K +$2.68K +28 +0.3%
TWC
922
TD Waterhouse Canada
Ontario, Canada
$937K -$24K -255 -3%
EC
923
Eaton-Cambridge
Arizona
$933K – – –
RSWA
924
Robinson Smith Wealth Advisors
Maine
$932K – – –
LAS
925
Lloyd Advisory Services
Georgia
$931K -$124K -1,293 -12%
35 36
37
38 39