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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 %
SC
1051
Scotia Capital
Ontario, Canada
$690K -$20.6K -215 -3%
Jane Street
1052
Jane Street
New York
$690K -$5.41M -56,546 -89%
NCM
1053
NCM Capital Management
New Jersey
$689K – – –
CFP
1054
Catalyst Financial Partners
Massachusetts
$687K +$177K +1,853 +35%
BFAG
1055
Blackston Financial Advisory Group
Florida
$685K +$685K +7,152 New
BHWM
1056
Bar Harbor Wealth Management
New Hampshire
$684K -$55.2K -576 -7%
IRAG
1057
Investment Research & Advisory Group
Georgia
$683K – – –
JGIA
1058
Jackson Grant Investment Advisers
Connecticut
$683K +$1.05K +11 +0.2%
BHIA
1059
Birch Hill Investment Advisors
Massachusetts
$683K – – –
PI
1060
PFG Investments
New York
$683K +$168K +1,758 +33%
IPW
1061
Intergy Private Wealth
Colorado
$675K – – –
HWA
1062
HCR Wealth Advisors
California
$674K – – –
HCM
1063
Harvey Capital Management
Florida
$670K – – –
CL
1064
CIM LLC
New York
$667K – – –
AC
1065
Annandale Capital
Texas
$666K – – –
PWH
1066
Priebe Wealth Holdings
Minnesota
$666K -$56.2K -587 -8%
TW
1067
TrinityPoint Wealth
Connecticut
$665K +$30.6K +320 +5%
SCTC
1068
Sanibel Captiva Trust Company
Florida
$660K -$47.9K -500 -7%
GWA
1069
Geometric Wealth Advisors
District of Columbia
$654K – – –
CA
1070
Continuum Advisory
Idaho
$653K -$25K -249 -4%
STCOSD
1071
Sageworth Trust Company of South Dakota
South Dakota
$651K – – –
AFG
1072
Atomi Financial Group
New York
$650K -$9.58K -100 -1%
TWCA
1073
Two West Capital Advisors
Kansas
$649K +$52.9K +552 +9%
DT
1074
Diversified Trust
Tennessee
$647K -$65K -679 -9%
OWMIAS
1075
One Wealth Management Investment & Advisory Services
Florida
$645K -$8.42M -87,956 -93%
41 42
43
44 45