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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 %
PWS
976
Proactive Wealth Strategies
Georgia
$835K +$835K +8,725 New
BWL
977
Bogart Wealth LLC
Virginia
$831K +$14.9K +156 +2%
TA
978
TFB Advisors
Kansas
$830K +$17.6K +184 +2%
FT
979
Fiduciary Trust
Massachusetts
$830K +$28.7K +300 +4%
CAMG
980
CWA Asset Management Group
Florida
$825K +$825K +8,619 New
MCWS
981
McKinley Carter Wealth Services
West Virginia
$822K -$114K -1,190 -12%
TWP
982
Tempus Wealth Planning
California
$820K +$393K +4,100 +92%
MWAM
983
Manhattan West Asset Management
California
$818K -$18.5K -193 -2%
CHC
984
City Holding Co
West Virginia
$818K -$11.9K -124 -1%
4WM
985
4J Wealth Management
Virginia
$813K – – –
PCM
986
Presidio Capital Management
California
$811K -$82.7K -864 -9%
FDCP
987
Foster Dykema Cabot & Partners
Massachusetts
$810K +$115K +1,206 +17%
PMG
988
ProVise Management Group
Florida
$806K -$52K -543 -6%
GKWIM
989
Gerber Kawasaki Wealth & Investment Management
California
$805K +$14.4K +150 +2%
LSIA
990
LaSalle St. Investment Advisors
Illinois
$796K +$796K +8,316 New
WAM
991
Wallington Asset Management
Indiana
$792K – – –
HBW
992
Hazlett, Burt & Watson
West Virginia
$792K +$112K +1,167 +16%
LFG
993
Larson Financial Group
Missouri
$789K -$1.79M -18,671 -69%
JSW
994
Journey Strategic Wealth
New Jersey
$787K +$177K +1,851 +29%
Millennium Management
995
Millennium Management
New York
$786K -$163K -1,698 -17%
BPWM
996
Badgley Phelps Wealth Managers
Washington
$786K +$786K +8,205 New
NRC
997
New Republic Capital
North Carolina
$785K -$68.5K -715 -8%
Neuberger Berman Group
998
Neuberger Berman Group
New York
$784K +$65.4K +683 +9%
BFS
999
Bare Financial Services
Pennsylvania
$783K -$50.9K -532 -6%
LFP
1000
Lakeshore Financial Planning
Michigan
$782K +$782K +8,166 New
38 39
40
41 42