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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 %
OPW
1076
Oxler Private Wealth
New York
$644K +$670 +7 +0.1%
PNC
1077
Park National Corp
Ohio
$642K – – –
GFA
1078
Gallagher Fiduciary Advisors
Illinois
$641K +$149K +1,553 +30%
CC
1079
Chicago Capital
Illinois
$635K – – –
EFG
1080
Everhart Financial Group
Ohio
$633K +$113K +1,178 +22%
SW
1081
SkyOak Wealth
Michigan
$631K -$11.4K -119 -2%
PBF
1082
Petix & Botte Financial
California
$630K -$1.25K -13 -0.2%
OLVIG
1083
Oliver Lagore Vanvalin Investment Group
Michigan
$625K -$128K -1,337 -17%
PL
1084
Parthenon LLC
Kentucky
$624K – – –
WA1
1085
Wimmer Associates 1
California
$624K – – –
HHWM
1086
Hiley Hunt Wealth Management
Nebraska
$623K -$38.7K -404 -6%
CIA
1087
Capital Investment Advisors
Georgia
$623K -$161K -1,682 -21%
DI
1088
Disciplined Investments
Oklahoma
$622K -$3.54K -37 -0.6%
PL
1089
Plancorp LLC
Missouri
$621K -$9.96K -104 -2%
SMA
1090
Seven Mile Advisory
New Jersey
$619K -$53.3K -557 -8%
FFS
1091
Founders Financial Securities
Maryland
$617K -$85.3K -891 -12%
OSNBOA
1092
Old Second National Bank of Aurora
Illinois
$616K – – –
GWM
1093
GDS Wealth Management
Texas
$614K +$9.58K +100 +2%
QP
1094
Quartz Partners
New York
$611K +$611K +6,385 New
CGFA
1095
Colton Groome Financial Advisors
North Carolina
$609K -$55.1K -575 -8%
WPA
1096
West Paces Advisors
Georgia
$608K +$95.8K +1,000 +19%
EWA
1097
ERTS Wealth Advisors
Michigan
$607K – – –
WJWM
1098
Williams Jones Wealth Management
New York
$607K -$7.66K -80 -1%
S
1099
Sachetta
Massachusetts
$606K +$96 +1 +0%
ACA
1100
Affinity Capital Advisors
California
$605K -$4.88K -51 -0.8%
42 43
44
45 46