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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 %
SWA
1126
Sax Wealth Advisors
New Jersey
$554K +$575 +6 +0.1%
KA
1127
Klingman & Associates
New York
$554K – – –
BBPWM
1128
Blue Bell Private Wealth Management
Pennsylvania
$553K – – –
AGWCA
1129
Annis Gardner Whiting Capital Advisors
Florida
$553K – – –
JFGIW
1130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$41.4K +432 +8%
CPSAC
1131
Chas P. Smith & Associates (CPS)
Florida
$549K – – –
NDSI
1132
Newman Dignan & Sheerar Inc
Rhode Island
$547K -$20.4K -209 -4%
CFA
1133
CWS Financial Advisors
Michigan
$547K +$287 +3 +0.1%
MCM
1134
Mengis Capital Management
Oregon
$547K +$96 +1 +0%
TIM
1135
Tortoise Investment Management
New York
$546K +$245K +2,564 +82%
PAM
1136
Palisade Asset Management
Minnesota
$546K – – –
EW
1137
Enzi Wealth
Texas
$544K +$67K +685 +14%
OP
1138
ORG Partners
Indiana
$543K -$168K -1,754 -24%
FIM
1139
Freedom Investment Management
Connecticut
$542K +$72.4K +756 +15%
PFA
1140
Pure Financial Advisors
California
$542K -$99.2K -1,036 -15%
SWA
1141
Strata Wealth Advisors
Texas
$542K -$9.1K -95 -2%
GI
1142
GAMMA Investing
California
$541K +$44K +460 +9%
CMP
1143
Courage Miller Partners
Virginia
$539K -$65.7K -686 -11%
AWA
1144
Amplius Wealth Advisors
Pennsylvania
$537K +$766 +8 +0.1%
RMDI
1145
R.M. Davis Inc
Maine
$537K -$28.7K -300 -5%
GA
1146
Goldstein Advisors
Wisconsin
$536K +$4.31K +45 +0.8%
IWS
1147
Insight Wealth Strategies
California
$536K +$16.8K +175 +3%
EA
1148
Everpar Advisors
Oklahoma
$535K -$69.3K -724 -11%
LJAC
1149
L.J. Altfest & Co
New York
$533K – – –
SFG
1150
Sage Financial Group
Pennsylvania
$533K – – –
44 45
46
47 48