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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 %
MA
951
MONECO Advisors
Connecticut
$1.05M +$12.5K +123 +1%
IA
952
IFG Advisors
Missouri
$1.05M +$305 +3 +0%
PR
953
Payden & Rygel
California
$1.05M -$9.39M -92,505 -90%
SNB
954
Security National Bank
Nebraska
$1.04M +$25.7K +253 +3%
PWMG
955
Private Wealth Management Group
New Jersey
$1.04M – – –
PWA
956
Provenance Wealth Advisors
Florida
$1.04M -$711 -7 -0.1%
MG
957
McHugh Group
Ohio
$1.04M +$1.04M +10,250 New
LWM
958
LongView Wealth Management
Georgia
$1.04M +$40.6K +400 +4%
FFG
959
Fortress Financial Group
Minnesota
$1.04M +$1.04M +10,215 New
TPW
960
TL Private Wealth
Texas
$1.04M -$15.3K -149 -1%
LWM
961
Lakeridge Wealth Management
Ohio
$1.03M +$25.4K +250 +3%
GPFA
962
Game Plan Financial Advisors
Ohio
$1.03M – – –
CCWM
963
Cassaday & Co Wealth Management
Virginia
$1.03M – – –
AC
964
Apella Capital
Connecticut
$1.03M +$253K +2,493 +33%
LWA
965
Lantern Wealth Advisors
New York
$1.03M -$17.7K -174 -2%
SIAM
966
Sterling Investment Advisors (Missouri)
Missouri
$1.03M -$90.6K -892 -8%
TWM
967
Thrive Wealth Management
Pennsylvania
$1.02M +$131K +1,288 +15%
CAMG
968
CWA Asset Management Group
Florida
$1.02M +$146K +1,440 +17%
AWM
969
Aprio Wealth Management
Georgia
$1.02M – – –
SMA
970
Sage Mountain Advisors
Georgia
$1.02M – – –
LTI
971
Laffer Tengler Investments
Tennessee
$1.01M – – –
LGW
972
Leslie Global Wealth
Illinois
$994K -$1.16M -11,469 -54%
EC
973
Eaton-Cambridge
Arizona
$989K – – –
RSWA
974
Robinson Smith Wealth Advisors
Maine
$988K – – –
TFO
975
Tarbox Family Office
California
$985K +$508 +5 +0.1%
37 38
39
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