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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 %
SIC
1001
Salem Investment Counselors
North Carolina
$782K – – –
ATFA
1002
All Terrain Financial Advisors
Minnesota
$782K -$110K -1,154 -12%
FMTC
1003
Farmers & Merchants Trust Company
California
$781K -$128K -1,340 -14%
FPGK
1004
Financial Partners Group (Kansas)
Kansas
$776K +$2.3K +24 +0.3%
SKK
1005
Shepherd Kaplan Krochuk
Massachusetts
$776K +$15.7K +164 +2%
JGC
1006
J. Goldman & Co
New York
$775K +$775K +8,091 New
AFG
1007
Albion Financial Group
Utah
$771K +$72.4K +756 +10%
HA
1008
Herold Advisors
New York
$770K +$256K +2,678 +50%
FIB
1009
First Interstate Bank
Montana
$769K – – –
WCG
1010
Weaver Consulting Group
California
$768K +$766 +8 +0.1%
MWM
1011
Meridian Wealth Management
Kentucky
$767K +$767K +8,008 New
GI
1012
GAMCO Investors
Connecticut
$766K – – –
NCM
1013
Neumann Capital Management
California
$766K – – –
FEM
1014
Fulcrum Equity Management
Texas
$763K -$1.35M -14,053 -64%
CWP
1015
Curated Wealth Partners
California
$763K – – –
RFN
1016
RDA Financial Network
Iowa
$762K +$476K +4,968 +166%
TCWM
1017
Total Clarity Wealth Management
Illinois
$760K -$49K -512 -6%
TC
1018
TAP Consulting
Missouri
$758K +$1.15K +12 +0.2%
BONH
1019
Bank of New Hampshire
New Hampshire
$753K -$19.2K -200 -2%
IIC
1020
Ironwood Investment Counsel
Arizona
$752K – – –
ACIM
1021
Azimuth Capital Investment Management
Michigan
$752K +$5.27K +55 +0.7%
BFS
1022
Burkett Financial Services
South Carolina
$751K -$264K -2,760 -26%
DWM
1023
Dakota Wealth Management
Florida
$751K -$6.61K -69 -0.9%
FCP
1024
Fidelis Capital Partners
Florida
$750K – – –
T
1025
Tidemark
California
$748K +$383 +4 +0.1%
39 40
41
42 43