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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,845 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, 687 reducing their positions, and 58 closing their positions.

Holders
1,845
Holders Change
+157
Holders Change %
+9.3%
% of All Funds
24.57%
Holding in Top 10
209
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+12.97%
% of All Funds
2.78%
New
251
Increased
568
Reduced
687
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$457M
2
Fidelity International
2
Fidelity International
Bermuda
$309M
3
LPL Financial
3
LPL Financial
California
$1.82B
4
Lido Advisors
4
Lido Advisors
California
$318M
5
Wells Fargo
5
Wells Fargo
California
$1.69B

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$598M
2
US Bancorp
2
US Bancorp
Minnesota
$168M
3
IAIM
3
International Assets Investment Management
Florida
$1.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.64B
Name Market Value Shares Shares
Change 		Shares
Change %
WIA
76
World Investment Advisors
California
$59.7M 587,869 +315,896 +116%
PAG
77
Private Advisor Group
New Jersey
$59.3M 584,514 +3,687 +0.6%
APW
78
Austin Private Wealth
Texas
$59.1M 582,437 +12,412 +2%
ABTD
79
Arvest Bank Trust Division
Oklahoma
$59.1M 582,426 -12,568 -2%
SWM
80
SilverOak Wealth Management
Minnesota
$58.6M 577,636 +218 +0%
Creative Planning
81
Creative Planning
Kansas
$58.5M 576,393 +69,978 +14%
AF
82
Allworth Financial
California
$58.5M 550,844 -5,298 -1%
IWC
83
Integrated Wealth Concepts
Massachusetts
$58.2M 573,684 -11,341 -2%
Kovitz Investment Group Partners
84
Kovitz Investment Group Partners
Illinois
$58.1M 572,618 -8,798 -2%
SCM
85
SCS Capital Management
Massachusetts
$57.4M 565,639 +82,984 +17%
OIA
86
OneDigital Investment Advisors
Kansas
$56.1M 552,826 -99,214 -15%
WWG
87
West Wealth Group
California
$54.3M 534,688 +22,711 +4%
CW
88
CreativeOne Wealth
Kansas
$53.5M 527,255 +3,108 +0.6%
NSIM
89
North Star Investment Management
Illinois
$53M 522,269 -7,859 -1%
PA
90
Probity Advisors
Texas
$50.7M 499,710 -4,183 -0.8%
SPIA
91
Steward Partners Investment Advisory
New York
$50.7M 499,278 -55,843 -10%
CL
92
Choreo LLC
Illinois
$50.5M 496,589 -4,367 -0.9%
SPC
93
Sigma Planning Corp
Michigan
$47.8M 470,456 -36,257 -7%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$46M 453,014 -14,757 -3%
1IA
95
1834 Investment Advisors
Wisconsin
$46M 452,941 -25,558 -5%
PA
96
Parallel Advisors
California
$45.8M 451,256 +35,753 +9%
AI
97
Atria Investments
North Carolina
$45.2M 445,001 -36,587 -8%
Charles Schwab
98
Charles Schwab
California
$44.9M 442,562 -116,961 -21%
CWM
99
Connecticut Wealth Management
Connecticut
$43M 423,817 -16,621 -4%
PAS
100
PKS Advisory Services
New York
$42.3M 71,896 +71,896 New
2 3
4
5 6