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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 %
JFA
951
JNBA Financial Advisors
Minnesota
$875K -$29.2K -305 -3%
WPW
952
Watershed Private Wealth
Illinois
$875K -$237K -2,475 -21%
CB
953
Community Bank
New York
$871K – – –
CGA
954
Crescent Grove Advisors
Illinois
$870K – – –
NFP
955
NorthLanding Financial Partners
New York
$869K -$2.49K -26 -0.3%
FCFC
956
First Citizens Financial Corp
Iowa
$869K +$70.4K +735 +9%
SF
957
Summit Financial
New Jersey
$866K +$389K +4,059 +81%
SWA
958
SOA Wealth Advisors
New York
$862K +$1.05K +11 +0.1%
SWM
959
SeaCrest Wealth Management
New York
$861K +$191 +2 +0%
NAS
960
Nicolet Advisory Services
Wisconsin
$859K +$293K +3,093 +52%
FIM
961
Fernwood Investment Management
Massachusetts
$855K +$14.4K +150 +2%
RMCM
962
Reynders McVeigh Capital Management
Massachusetts
$852K – – –
Betterment LLC
963
Betterment LLC
New York
$852K +$13.8K +144 +2%
FWA
964
FSM Wealth Advisors
Ohio
$850K – – –
AWM
965
Angeles Wealth Management
California
$847K +$847K +8,850 New
LSAG
966
Lake Street Advisors Group
New Hampshire
$847K +$9.67K +101 +1%
MA
967
Montag & Associates
Georgia
$846K – – –
MA
968
MCF Advisors
Kentucky
$846K -$83.3K -870 -9%
AIA
969
Arbor Investment Advisors
North Carolina
$844K – – –
AFA
970
American Financial Advisors
Georgia
$843K -$47.6K -497 -5%
TWM
971
Thrive Wealth Management
Pennsylvania
$842K +$96 +1 +0%
NB
972
NBT Bank
New York
$838K -$10.1K -105 -1%
FAM
973
Forte Asset Management
New York
$838K +$225K +2,350 +37%
AWM
974
Accurate Wealth Management
Florida
$838K +$531K +5,486 +173%
WCF
975
West Coast Financial
California
$836K +$14.8K +155 +2%
37 38
39
40 41