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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 %
RWM
1026
Rockwood Wealth Management
Pennsylvania
$743K -$1.49M -15,530 -67%
ST
1027
Sageworth Trust
Pennsylvania
$743K – – –
FWM
1028
Foguth Wealth Management
Michigan
$737K -$78.4K -815 -10%
WF
1029
Welch & Forbes
Massachusetts
$736K – – –
APW
1030
Aurora Private Wealth
New Jersey
$735K +$287 +3 +0%
HCM
1031
HMS Capital Management
Tennessee
$729K – – –
AWMNH
1032
Arcadia Wealth Management (New Hampshire)
New Hampshire
$726K +$133K +1,389 +22%
LA
1033
Latitude Advisors
Florida
$726K +$311K +3,247 +75%
SFWA
1034
Summit Financial Wealth Advisors
Louisiana
$724K -$3.93K -41 -0.5%
BOS
1035
Bank of Stockton
California
$723K -$299K -3,124 -29%
AC
1036
Apella Capital
Connecticut
$723K +$8.61K +91 +1%
VHAM
1037
Van Hulzen Asset Management
California
$719K +$24.5K +256 +4%
EPW
1038
Evergreen Private Wealth
Colorado
$714K +$33.8K +353 +5%
TSW
1039
Three Seasons Wealth
Utah
$713K -$16.9M -176,387 -96%
CANC
1040
Culbertson A N & Co
Virginia
$706K – – –
CTA
1041
Chesley Taft & Associates
Illinois
$705K – – –
GLR
1042
Great Lakes Retirement
Ohio
$703K – – –
CWM
1043
Castle Wealth Management
Florida
$701K – – –
BCM
1044
BluePointe Capital Management
California
$699K – – –
ICMM
1045
Integrated Capital Management (Michigan)
Michigan
$697K +$697K +7,278 New
SSB
1046
Sandy Spring Bank
Maryland
$697K -$79.1K -826 -10%
MM
1047
Meridian Management
Arkansas
$696K – – –
MWP
1048
Madison Wealth Partners
Wisconsin
$694K – – –
LWANC
1049
Laurel Wealth Advisors (North Carolina)
North Carolina
$692K -$8.33K -87 -1%
MC
1050
Middleton & Co
Massachusetts
$691K -$4.31K -45 -0.6%
40 41
42
43 44