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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 %
TFG
926
Taylor Financial Group
Virginia
$1.1M – – –
CP
927
Canopy Partners
Ohio
$1.1M -$98.3K -968 -8%
WB
928
WesBanco Bank
West Virginia
$1.1M -$46.4K -457 -4%
AT
929
American Trust
Kentucky
$1.09M +$707K +6,961 +183%
SWP
930
Semus Wealth Partners
Florida
$1.09M +$84.9K +836 +8%
UWPG
931
Ullmann Wealth Partners Group
Florida
$1.09M – – –
LFP
932
Lakeshore Financial Planning
Michigan
$1.09M +$263K +2,589 +32%
HBW
933
Hazlett, Burt & Watson
West Virginia
$1.09M +$251K +2,468 +30%
TW
934
TritonPoint Wealth
Maryland
$1.09M -$36.3K -358 -3%
FCB
935
First County Bank
Connecticut
$1.09M -$233K -2,299 -18%
FWM
936
FFT Wealth Management
Pennsylvania
$1.09M +$633K +6,238 +140%
LFA
937
LGT Financial Advisors
Texas
$1.08M +$154K +1,514 +17%
SWM
938
Stockman Wealth Management
Montana
$1.08M +$16.5K +163 +2%
HCM
939
Hollencrest Capital Management
California
$1.08M – – –
OPA
940
Old Port Advisors
Maine
$1.08M -$51.5K -507 -5%
ACP
941
Aveo Capital Partners
Colorado
$1.08M -$36.9K -363 -3%
TWC
942
TD Waterhouse Canada
Ontario, Canada
$1.07M +$61.9K +610 +6%
T
943
Transce3nd
Texas
$1.06M +$1.06M +10,455 New
LSIA
944
LaSalle St. Investment Advisors
Illinois
$1.06M +$217K +2,136 +26%
PFBT
945
Parkside Financial Bank & Trust
Missouri
$1.06M -$56.6K -557 -5%
LA
946
LexAurum Advisors
Kansas
$1.06M +$51.3K +505 +5%
SIC
947
Salem Investment Counselors
North Carolina
$1.05M +$221K +2,179 +27%
NWAG
948
Net Worth Advisory Group
Utah
$1.05M -$44.2K -435 -4%
PSF
949
Pacific Sun Financial
California
$1.05M – – –
CA
950
Calton & Associates
Florida
$1.05M +$1.05M +10,305 New
36 37
38
39 40