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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,688 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.

Holders
1,688
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.42%
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)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.5M
2
ABTD
2
Arvest Bank Trust Division
Oklahoma
$57M
3
Ameriprise
3
Ameriprise
Minnesota
$746M
4
PA
4
Parallel Advisors
California
$39.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$794M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$18.8M
2
Fidelity International
2
Fidelity International
Bermuda
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.22B
4
Goldman Sachs
4
Goldman Sachs
New York
$617M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.45B
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$56M 585,025 +29,256 +5%
PAG
77
Private Advisor Group
New Jersey
$55.6M 580,827 +133,668 +30%
SWM
78
SilverOak Wealth Management
Minnesota
$55.3M 577,418 -2,805 -0.5%
APW
79
Austin Private Wealth
Texas
$54.6M 570,025 +8,792 +2%
Charles Schwab
80
Charles Schwab
California
$53.6M 559,523 -44,502 -7%
AF
81
Allworth Financial
California
$53.3M 556,142 -9,091 -2%
SPIA
82
Steward Partners Investment Advisory
New York
$53.2M 555,121 -14,808 -3%
PRWA
83
Platte River Wealth Advisors
Colorado
$52.8M 551,761 +21,750 +4%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$51.5M 537,790 -3,190 -0.6%
NSIM
85
North Star Investment Management
Illinois
$50.8M 530,128 +25,809 +5%
CW
86
CreativeOne Wealth
Kansas
$50.2M 524,147 +131,159 +33%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$49.9M 521,633 -5,675 -1%
WWG
88
West Wealth Group
California
$49M 511,977 +25,849 +5%
SPC
89
Sigma Planning Corp
Michigan
$48.5M 506,713 -58,690 -10%
Creative Planning
90
Creative Planning
Kansas
$48.5M 506,415 +15,976 +3%
PA
91
Probity Advisors
Texas
$48.2M 503,893 +6,200 +1%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$47.9M 500,000 -406,100 -45%
CL
93
Choreo LLC
Illinois
$47.3M 500,956 -5,785 -1%
SCM
94
SCS Capital Management
Massachusetts
$46.2M 482,655 -79,504 -14%
AI
95
Atria Investments
North Carolina
$46.1M 481,588 -52,461 -10%
1IA
96
1834 Investment Advisors
Wisconsin
$45.8M 478,499 -21,472 -4%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$45.5M 474,683 -1,178,509 -71%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$44.8M 467,771 -9,664 -2%
CWM
99
Connecticut Wealth Management
Connecticut
$42.2M 440,438 – –
CAI
100
Capital Advisors Inc
Oklahoma
$41.4M 432,711 -34,528 -7%
2 3
4
5 6