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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 %
BHPW
1101
Beverly Hills Private Wealth
California
$605K -$266K -2,774 -31%
MCM
1102
Mainstream Capital Management
California
$603K +$603K +6,302 New
GIA
1103
Guyasuta Investment Advisors
Pennsylvania
$603K +$862 +9 +0.1%
MWA
1104
Monograph Wealth Advisors
California
$599K – – –
FNC
1105
First National Corp
Massachusetts
$597K -$17.1K -179 -3%
CA
1106
CGN Advisors
Kansas
$595K +$153K +1,603 +35%
BWM
1107
Buska Wealth Management
Wisconsin
$592K +$366K +3,820 +162%
SFWC
1108
Strategic Family Wealth Counselors
New Jersey
$592K +$140K +1,459 +31%
VPIM
1109
Vanguard Personalized Indexing Management
California
$586K -$28K -292 -5%
SJGA
1110
Stephen J. Garry & Associates
New York
$585K – – –
TI
1111
tru Independence
Oregon
$585K -$10.5K -110 -2%
TCOTS
1112
Trust Company of the South
North Carolina
$577K – – –
CWM
1113
Congress Wealth Management
Massachusetts
$574K +$6.13K +64 +1%
OWA
1114
ORBA Wealth Advisors
Illinois
$571K -$43.3K -452 -7%
EIA
1115
Eldridge Investment Advisors
New Hampshire
$571K – – –
JAG
1116
Journey Advisory Group
Kentucky
$569K – – –
AUB
1117
Atlantic Union Bankshares
Virginia
$568K – – –
FHA
1118
Flagship Harbor Advisors
Massachusetts
$565K +$565K +5,900 New
JWM
1119
JGP Wealth Management
Oregon
$565K -$17.9K -187 -3%
GWS
1120
Glassman Wealth Services
Virginia
$562K – – –
BC
1121
Brio Consultants
California
$562K +$30.8K +322 +6%
WFC
1122
Western Financial Corp
California
$562K -$43.9K -458 -7%
SPWM
1123
Schrum Private Wealth Management
Florida
$561K +$316K +3,298 +129%
CICC
1124
Capital Investment Counsel (Colorado)
Colorado
$557K -$56.9K -594 -9%
EP
1125
Edgestream Partners
New Jersey
$554K +$27.5K +287 +5%
43 44
45
46 47